Pricing

What it is for

Pricing in Atlas is more than a list of prices. You can set up several price types (wholesale, retail, purchase), tie them to the NBU exchange rate, define a rounding rule that produces "clean" numbers, and have the price list recalculated automatically every morning when the rate has moved more than a threshold you set. The finished price list can be emailed to customers or fed to the company website.

Rates come from the National Bank of Ukraine (NBU). If your company works with another rate source, it is configured per currency in the reference data.

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Main scenarios

Scenario 1: set up price types (wholesale, retail and so on)

1. Go to References → Price types → New price type.
2. Fill in:
   • Name — for example "Wholesale UAH" or "Retail EUR".
   • Kind — choose "Retail", "Wholesale" or "Purchase".
   • Currency — the currency prices of this type are stored in.
   • Base price list — if this type derives from another (wholesale = retail × 0.85, say), pick the parent price type. Leave it empty if prices are built from cost.
   • Markup, % — how much prices of this type differ from the base list or from cost.
   • Rounding — pick the rule: "No rounding", "To nearest 1 / 5 / 10", "Round up to 1 / 5 / 10". For example, "Round up to 5" turns a calculated 211.73 into 215.
3. Save.

Scenario 2: recalculate prices against the NBU rate

If your base prices are in a foreign currency (USD, say) but you sell in hryvnia:

1. Open the Price type and click "Recalculate at rate".
2. Choose the Rate date — the system pulls the official NBU rate for that day.
3. Click "Preview" — the table shows, per item: the current price, the new "raw" price (= base price × rate × (1 + markup)) and the new rounded price after the rounding rule, plus the delta in hryvnia.
4. Check the result and click "Apply" — the new prices are saved.

The system records the rate the last recalculation ran at. The "Rate of last recalculation" field on the price type card shows that rate and its date.

Scenario 3: automatic recalculation when the rate moves

To have Atlas recalculate without anyone touching it:

1. On the price type card fill in "Auto-recalculate when the rate moves by, %" — "3", for example. That means: once the NBU rate has moved more than 3% since the last recalculation, prices are recalculated automatically.
2. Every morning at 07:00 the system fetches fresh NBU rates. At 07:30 it compares them: if the deviation exceeds your threshold, the new prices are applied automatically.
3. Leave the field empty and prices only ever change manually through "Recalculate at rate".

The first recalculation is always manual — automation takes over from the second one onward.

Scenario 4: build and send a price list

1. Open the Price type and click "Price list".
2. Pick the format — PDF or XLSX — and click "Download".
3. To email it: in the "Send to customers" section pick Recipients from your contacts (only those with an email address) and click "Send".
4. "Send history" shows when, to whom and in which format the list went out, and who sent it.

Scenario 5: feeding prices to the company website

Atlas has a dedicated endpoint for website integration. Technically: once a site is connected through an API key, it can pull current prices with no manual export at all. API keys are managed under Settings → API keys. Detailed instructions for a developer live in the API documentation.

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Tips

Assign a price type to a specific customer. The contact card has a "Price type" field — set it and the system fills that price list into every document for that customer automatically.

"Round up to 5" is the usual choice for retail — prices look tidier and read more easily to a buyer.

Check "Rate of last recalculation" before building a price list. If it differs noticeably from today's rate, run a manual recalculation before sending.

Do not set the automatic threshold below 1–2%. Too small a threshold produces daily automatic price changes, which confuse customers more than they help you.