Price Sheets: A Matrix, Not a Discount Field

“What is a Grade B laptop worth?” is a question your settlement team answers a hundred times a month, and a spreadsheet on someone’s desktop is a poor witness when the customer asks how the number was reached. Price sheets at /settings/core/price-sheets are the structured answer: an internal pricing matrix the tenant maintains, dated, versioned by status, and referenced from the records that use it.

What lives on a price sheet

A price sheet has a name, a description, a status of draft, active or archived, a currency, a valid-from and valid-until date, a category × grade matrix and a set of service-fee lines. The matrix covers laptop, desktop, server, workstation, phone, tablet, monitor, printer and other, against grades A, B, C, D and F. Every cell is a number your team typed on purpose. A tenant with no sheet yet can seed a default one and adjust from there.

Where it is used

A price sheet is tenant-internal. It is not bound to a buyer, a buyer group or a region, and it does not attach itself to a Market deal room; commercial pricing on a deal is negotiated on the deal. What a price sheet does is give Core a reference for valuation: an inbound order can carry the price sheet it was received under, and settlements read from the same source when they turn received devices into amounts. One matrix, referenced from the order, quoted in the settlement. When a customer asks where the number came from, the answer is a sheet with a name and a validity window, not a memory.

Draft, active, archived

A new sheet starts as a draft, which is where the typing happens. Activating it makes it eligible for new work; the validity dates say when. Archiving retires it without hiding it, so the orders and settlements that pointed at it still read the prices they were priced with. Editing a sheet edits that sheet; when the numbers change in a way you want to be able to explain later, make a new sheet with a new validity window and archive the old one. Prices in ITAD move quarterly. Your explanations should not.

Deleting is history-safe

Delete does two different things depending on what it finds. A draft with no downstream use is hard-deleted — nothing ever pointed at it, nothing is lost. An active, archived or already-used sheet is archived instead, because an order or settlement that references it must stay readable for as long as the accountant cares, which is longer than you think. Use this page to understand your pricing logic. A one-off deal belongs on the commercial or settlement record, not in the matrix.