Pricing — Overview¶
CustomerManager offers several ways to price packages, depending on how you're working:
| Method | Best for… |
|---|---|
| Scan to Price | Pricing one package at a time as you physically scan it — for example, at a warehouse counter |
| Pricing Explorer | The most complete tool — look packages up by date, shipment, container, or scan; price them; edit content; view attached documents; and add priced packages straight to an invoice |
| Pricing Grid | Fast, Excel-style pricing of a whole date's packages at once, editing cells directly in a grid |
| Pricing Sessions | Pricing a whole batch of packages at once (by container, shipment, or date) as a trackable, closeable session with its own progress bar |
How Pricing Works¶
- Priced is tracked independently of a package's logistics status. A package can be priced while it's still Logged, Received, or Shipped — pricing never changes where the package is in the pipeline. See Package Explorer for how the two are shown side by side.
- Every price is tied to the package's content record (
packagecontent), which is why editing a package's content (see below) and editing its price are handled together on the Scan to Price screen.
The Delivery Lock¶
Once a package has been picked up by the client, or is actively out for delivery, its price (and content) become locked. You'll see a 🔒 lock icon and the fields become read-only. This protects historical pricing from being changed after the transaction is effectively complete.
A package's price is also locked once it's a line item on an invoice that's been marked Paid — see Invoicing & Payments.
Editing Package Content
On the Scan to Price screen, you can also adjust a package's content, quantity, and weight as recorded for your customer account — separate from the tenant's own recorded values. Leaving a field blank always falls back to the tenant's original value.