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Pricing Management

The Pricing Management module handles pricing templates and configurations within PulseCRM.

Overview​

This module provides:

  • Pricing template management
  • Fee structure configuration
  • Pricing model customization
  • Revenue sharing
  • Cost management

Core Components​

Key Tables​

pricingTemplate​

Primary table for pricing configurations:

- id: Primary key
- name: Template name
- description: Template description
- structure: Fee structure
- status: Template status
- created_at: Creation timestamp
- updated_at: Last update timestamp

Features​

Template Management​

  • Template creation
  • Structure definition
  • Rule configuration
  • Version control
  • Status tracking

Fee Structures​

  • Transaction fees
  • Monthly fees
  • Service fees
  • Equipment fees
  • Special charges

Revenue Sharing​

  • Split configurations
  • Override settings
  • Bonus structures
  • Commission rates
  • Payout rules

API Endpoints​

Template Management​

Create Template​

POST /api/pricing/templates

Request body:

{
  "name": "string",
  "description": "string",
  "structure": {
    "transactionFees": {
      "percentage": "number",
      "flatRate": "number",
      "minimumFee": "number"
    },
    "monthlyFees": [{
      "name": "string",
      "amount": "number",
      "frequency": "string"
    }],
    "serviceFees": [{
      "service": "string",
      "rate": "number",
      "type": "percentage" | "flat"
    }]
  },
  "status": "active" | "draft" | "archived"
}

List Templates​

GET /api/pricing/templates

Query Parameters:

  • status: Filter by status
  • type: Filter by template type
  • search: Search templates

Fee Management​

Update Fees​

PUT /api/pricing/templates/{templateId}/fees

Update fee structure:

{
  "transactionFees": {
    "percentage": "number",
    "flatRate": "number"
  },
  "monthlyFees": [{
    "name": "string",
    "amount": "number"
  }]
}

Fee Types​

Transaction Fees​

interface TransactionFee {
  percentage: number;
  flatRate: number;
  minimumFee?: number;
  maximumFee?: number;
  perTransaction?: number;
}

Monthly Fees​

interface MonthlyFee {
  name: string;
  amount: number;
  frequency: 'monthly' | 'quarterly' | 'annually';
  optional: boolean;
  conditions?: object;
}

Service Fees​

interface ServiceFee {
  service: string;
  rate: number;
  type: 'percentage' | 'flat';
  frequency: string;
  conditions: object;
}

Revenue Sharing​

Split Configuration​

interface RevenueSplit {
  entity: string;
  percentage: number;
  minimumAmount?: number;
  maximumAmount?: number;
  conditions?: object;
}

Override Settings​

interface Override {
  level: string;
  rate: number;
  basis: 'gross' | 'net';
  conditions: object;
}

Best Practices​

  1. Template Management

    • Clear naming
    • Detailed documentation
    • Regular review
    • Version control
    • Change tracking

  2. Fee Configuration

    • Market alignment
    • Cost coverage
    • Competitive analysis
    • Clear structure
    • Documentation

  3. Revenue Sharing

    • Fair distribution
    • Clear rules
    • Documentation
    • Regular review
    • Compliance check

  4. Compliance

    • Regulatory review
    • Disclosure requirements
    • Documentation
    • Audit trails
    • Regular updates

Integration Points​

Merchant Management​

  • Pricing assignment
  • Fee calculation
  • Revenue tracking
  • Cost management
  • Reporting

Transaction Management​

  • Fee calculation
  • Split processing
  • Revenue distribution
  • Cost tracking
  • Reconciliation

Financial Management​

  • Revenue tracking
  • Cost management
  • Profit calculation
  • Report generation
  • Analysis tools

Calculation Methods​

Transaction Pricing​

  1. Base rate calculation
  2. Volume consideration
  3. Fee application
  4. Split calculation
  5. Final amount

Monthly Charges​

  1. Fee identification
  2. Condition verification
  3. Amount calculation
  4. Split application
  5. Billing generation

Revenue Distribution​

  1. Gross amount
  2. Fee deduction
  3. Split calculation
  4. Override application
  5. Final distribution

Reporting​

Template Reports​

  • Usage statistics
  • Revenue analysis
  • Comparison reports
  • Performance metrics
  • Profitability analysis

Revenue Reports​

  • Split distribution
  • Override payments
  • Commission tracking
  • Profit analysis
  • Trend analysis

Analysis Tools​

  • Pricing comparison
  • Revenue projection
  • Cost analysis
  • Profitability calculation
  • Market analysis