Pricing Rules
Pricing rules let you automate discounts, markups, and special rates without manual edits on every invoice. Use them to reward loyal customers, manage volume pricing, and keep campaigns consistent across sales channels.
What you can automate
Customer-specific pricing, bulk discounts, limited-time offers, and item group promotions.
When to Use Pricing Rules
- Offer reduced pricing for wholesale or VIP customers.
- Apply volume discounts on large quantity orders.
- Run short-term promotional pricing without changing the base price list.
Create a Pricing Rule
Pricing rules live in the settings area and can be applied globally or to specific segments.
Open the Pricing Rules List
Navigate to Settings > Pricing Rules > New to create a new rule.
Define the Scope
Choose where the rule should apply:
- Customer or Customer Group: Apply a special rate to selected customers.
- Item or Item Group: Target a product line or service category.
- Territory or Sales Channel: Use different pricing by region or channel.
Set the Pricing Logic
Choose how the rule changes pricing:
- Discount Percentage: Reduce the standard rate by a fixed percentage.
- Rate Override: Force a fixed selling price for that segment.
- Margin Based: Apply a minimum margin on cost-based pricing.
Add Conditions
Keep pricing precise with conditions such as minimum quantity, minimum order value, or a valid date range.
Set Priority and Stop Rules
Use priority numbers to decide which rule wins when multiple rules match. Enable Stop Further Rules if this rule should override all others.
Test every rule on a draft quotation to confirm it applies as expected before using it on live invoices.
Best Practices
- Keep rules simple and avoid overlapping conditions.
- Use clear naming such as “Wholesale 10%” or “Festival Promo Q4”.
- Review and deactivate expired rules regularly.