Pricing Health Check

What the Organization asks for before its AI team starts work.

The business

Orrindale Supply. Industrial fasteners, 340 trade accounts.

The question

Are we discounting too much? I have a feeling we are and no evidence.

Price list

We have one. Nobody pays it.

Discount structure

There is not really one. It is negotiated per account.

Who sets discounts

Three salespeople, and historically whoever was here at the time

Data

Eighteen months of transactions and credit notes

What worries me

That our biggest customers are not getting our best prices

Timeframe

Before the January price list goes out

Attached by the buyer.

• Transaction export, 18 months (CSV, 94,000 rows)
• Credit note export (CSV)
• Current price list (PDF)
• Discount authorisation records (XLSX)

1. Client supplies transactions, price lists, discount data and relevant segment fields.
2. Pricing agent standardizes realized price rather than relying only on list price.
3. Mix agent separates volume, package and discount effects.
4. Scenario agent models transparent what-if cases rather than claiming exact demand forecasts.
5. Report clearly distinguishes observed data from assumptions.

• Current pricing architecture
• Realized price
• Discount concentration
• Product/plan mix
• Segment differences
• Price leakage
• Scenario table
• Tests and questions before changing price