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Pricing Period

A pricing period is a date range, for example the launch price for January to March. A Pricing Profile is written for one period, and a sales agreement takes its price from the period its agreement date falls in.

Where
Real Estate › Unit Pricing › Pricing Period
Who uses it
Sales management
When
Before each price change
Needs first
Nothing

What it is for​

Periods must not overlap: a date may belong to one period only. That is what lets the system find a single price for an agreement date.

Every field in plain words​

FieldWhat it meansWhat to put
Pricing PeriodThe codeA short code, for example 2026-Q1. Required
Date FromFirst day of the period01-01-2026. Required
Date ToLast day of the period31-03-2026
ControllerThe person who controls this periodPick an employee
NotesFree textLaunch prices

How to configure it​

Create the next period before the current one ends, starting the day after. The overlap check compares against every period in the system.

Scenarios​

  • Prices rise every quarter. Make one period per quarter and one pricing profile per period.

What it is connected to​

If something looks wrong​

  • "Pricing Period - Date From cannot be greater than Date TO". The dates are the wrong way round. Swap them.
  • "Pricing Period already Exist". The new dates touch an existing period. Move the dates so no day is in two periods.