Product and pricing rules
Bundles, options, discounts and price lists modelled so that invalid quotes cannot be produced.
Industry context
CPQ, billing and revenue lifecycle in retail and e-commerce
We make sure every quote sales sends is valid and every agreed term reaches the invoice.
Configure, price and quote platforms turn product rules and price lists into quotes sales can send without manual checks, and billing carries those terms through to invoices and revenue. We model products, pricing and approvals with sales and finance, then connect quoting to CRM, billing and the ledger.
Retailers trade on thin margins, with peaks around Ramadan, Eid and White Friday and customers who move between app, website and store in a single purchase. Merchandising, store operations and digital teams each own part of that journey, so we plan changes around the trading calendar. Invoices have to meet the UAE e-invoicing programme run by the Federal Tax Authority and ZATCA's FATOORAH phase two integration in Saudi Arabia, and revenue recognition follows IFRS 15.
We hand over with runbooks and training, and can stay on under agreed service levels.
Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.
What the work covers
We design, deliver and stay until operation is stable, with evidence your procurement and risk teams can rely on.
Approvals and documents
Discount approval routes, and quote documents generated from approved templates.
Billing and revenue
Contract terms passed to billing and revenue recognition, and reconciled with the ledger.
Consumer and data rules
We design consent, returns and customer data handling around consumer protection rules and personal data law in each market, such as the UAE PDPL and the Saudi PDPL, with ZATCA e-invoicing requirements where Saudi sales are in scope.
E-invoicing integration
Invoices passed to the national e-invoicing platforms in the required format, with rejections handled.
Subscription and usage billing
Recurring and usage-based charges calculated from contract terms and metered data.
Signs you are ready to start
A quote-to-cash programme is ready to start when sales and finance agree the catalogue, the discount rules and who approves exceptions.
- The trading calendar and the change freezes around Ramadan, Eid and White Friday have been agreed.
- Sales and finance have agreed the product catalogue and the discount authority for the first release.
- Finance has confirmed the e-invoicing obligations for each entity in scope.
Plan CPQ, billing and revenue lifecycle in retail and e-commerce
Share your current systems, compliance themes and timeline. We will return a phased plan, a staffing model and a risk register for your stakeholders to review.