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Sales management · Legal and ethical issues

Make similar customers pay similar prices, and put a floor under every quote.

A discount and quote discipline policy sets who may offer a discount, how far, and what a quote must show before it leaves the office. It holds a margin floor, a landed-cost check and a logged budget for loyal customers. This page gives the sheets, the authority levels and the monthly review.

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Editorial illustration for Deal desk services

In one paragraph

A discount and quote discipline policy sets who may offer a discount, how far, and what a quote must show before it leaves the office. It holds a margin floor, a landed-cost check and a logged budget for loyal customers. This page gives the sheets, the authority levels and the monthly review.

A tile dealer in Rajkot quotes the same shade of vitrified tile at three prices in one week: one to a contractor who rang twice, one to an architect's office, one to a friend of a friend. All three discovered the others' price within days.

Discounts given 'for the asking' teach customers to ask. A policy replaces that with rules: a price list, a margin floor below which no quote goes out, discount limits by role, and a logged budget for loyal customers who deserve a gesture.

The owner sets the floor, the sales manager enforces the limits, and accounts keeps the log. It replaces the habit of deciding on the phone, in front of the customer, with no idea what the goods actually cost to land.

It sits beside the profitability analysis, which shows where discounting hurts, and the legal checklist. Record discounts as trade discount in your billing, and check pricing questions with your lawyer or CA.

Where this sits

Topic 13 of 14 in sales management: legal and ethical issues. Rules the team sells within.

The topic before
Performance evaluation

If you want this done for you

Get a quote approved and out the door in a day instead of a week of forwarded emails.

The work

What this is actually like.

  • “Know the landed cost before you quote”

    Purchase price, freight, insurance, handling and any scheme you give back. Quotes get made on the invoice price of the goods and discover the freight afterwards. Put landed cost on the quote sheet as the first line.

  • “A floor protects the rep as well”

    When the rep can say the system will not let them go below that rate, they stop being the person who decides. Customers argue with a person but accept a rule. The floor is a kindness to your team.

  • “A loyalty budget is better than ad hoc favours”

    Set a yearly rupee figure for loyal-customer gestures, record each one with the reason, and review the repeat orders it earned. Without the log, the favours go to the loudest customer and not the most loyal.

  • “Similar customers means defined classes”

    Write down the customer classes, such as contractor, dealer, institution and walk-in, and the price band for each. Then similar customers can be treated alike. Without classes, similar is whatever the rep feels it is.

What we do

What you end up with.

The documents this topic produces, what each one is for, and how you know it is finished.

  1. The price and discount ladder

    A table by customer class with list price, standard discount, maximum discount and who may approve each step. Drawn by the owner and accounts.

    Result: Finished when a rep can read a customer's class and know their price band without calling anyone.

  2. The quote sheet

    A one-page form with product, quantity, landed cost, quoted price, margin per unit and margin in rupees. A line for the approver if the margin is below the floor.

    Result: Finished when no quote leaves the office without the margin line filled.

  3. The margin floor note

    The minimum margin per product group, who set it, and the date it will be reviewed. Signed by the owner.

    Result: Finished when the floor is higher than your cost of delivering and collecting.

  4. The discount log

    Date, customer, product, discount, approver, reason, and what the customer ordered next. Kept by accounts.

    Result: Finished when each entry above the standard discount has a reason in words.

  5. The loyalty budget sheet

    The yearly figure, the amount used, the customers who received it and the repeat business that followed. Reviewed by the owner against the repeat orders it earned.

    Result: Finished when the owner can say which gestures paid off.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Does a fixed price lose me sales?
Some, at first. You lose the customers who only buy when they win a haggle. You gain the ones who stay because they trust your price. Check the margin on the lost orders before you worry.
How do I record discounts in billing?
Show them as trade discount on the invoice, so the sale and the discount are both visible. Your CA will advise on the right treatment for your books and GST.
Who should approve a discount above the limit?
Name one person above the sales manager, normally the owner, and put the name on the ladder. If nobody is named, the rep will approve it themselves.
Are price differences between customers a legal issue?
It can be in some sectors. We give general terms only. Rules differ by state and change, so check with your own lawyer or adviser.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time and follow-up are the quickest to show, because the enquiries already exist. Process, CRM and training changes show as the team uses them. Each one is tracked against the baseline.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
To start, last month's enquiries in any format and time with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.