Pricing Rules

Pricing rules define how prices are calculated based on customers, quantities, dates, and other conditions. This guide covers rule creation and management.

Overview

Pricing rules enable you to:

Create customer-specific pricing
Set volume discounts
Configure promotional pricing
Define date-based pricing
Manage pricing tiers
Control rule priorities

Accessing Pricing Rules

Navigate to Pricing → Pricing Rules to manage pricing rules.

Understanding Pricing Rules

Rule Types

Type	Description
Customer	Specific customer pricing
Customer Group	Group-based pricing
Volume	Quantity discounts
Promotional	Time-limited offers
Category	Product category pricing
Combination	Multiple conditions

Rule Priority

Priority	Description
1 (Highest)	Customer-specific
2	Customer group
3	Promotional
4	Volume discount
5 (Lowest)	Base price

Rule Status

Status	Description
Active	Currently applied
Scheduled	Future activation
Expired	Past validity
Draft	Not yet activated
Disabled	Manually disabled

How-To Guides

How to Create Customer Pricing

Customer-Specific Price

Go to Pricing → Pricing Rules
Click New Rule
Configure:
- Rule name
- Type: Customer
- Select customer
Set pricing:
- Fixed price or discount
- Products/categories
- Validity period
Save and activate

Customer Pricing Configuration

Customer Pricing Rule

Name: Acme Corp Special Pricing
Type: Customer Specific
Customer: Acme Corporation

Pricing Method: Percentage Discount
Discount: 15%

Applies To:
├─ All Products: No
├─ Categories: Electronics, Accessories
└─ Specific Items: None

Validity:
├─ Start Date: Jan 1, 2026
├─ End Date: Dec 31, 2026
└─ Status: Active

Priority: 1
Stackable: No

How to Create Volume Discounts

Quantity-Based Pricing

Go to Pricing → Pricing Rules
Click New Rule
Select Type: Volume Discount
Configure tiers:

Quantity	Discount
1-9	0%
10-24	5%
25-49	10%
50-99	15%
100+	20%

Set product scope
Save rule

Volume Discount Configuration

Volume Discount Rule

Name: Standard Volume Pricing
Type: Volume Discount

Tiers:
├─ Tier 1: 1-9 units = List Price
├─ Tier 2: 10-24 units = 5% off
├─ Tier 3: 25-49 units = 10% off
├─ Tier 4: 50-99 units = 15% off
└─ Tier 5: 100+ units = 20% off

Calculation: Per Line Item
Applies To: All Products
Stackable: Yes (with customer discounts)
Priority: 4

How to Create Promotional Pricing

Time-Limited Promotions

Go to Pricing → Pricing Rules
Click New Rule
Select Type: Promotional
Configure:
- Promotion name
- Discount amount/percentage
- Valid dates
- Product selection
Set conditions
Activate

Promotion Configuration

Promotional Pricing Rule

Name: Summer Sale 2026
Type: Promotional
Code: SUMMER26

Discount:
├─ Type: Percentage
├─ Amount: 25%
└─ Max Discount: $500

Validity:
├─ Start: Jun 1, 2026 00:00
├─ End: Aug 31, 2026 23:59
└─ Time Zone: Company Default

Products:
├─ Categories: Seasonal Items
├─ Exclude: Clearance
└─ Min Purchase: $50

Conditions:
├─ New Customers Only: No
├─ One-Time Use: No
├─ Stackable: No
└─ Channel: All

How to Create Customer Group Pricing

Group-Based Discounts

Define customer groups first
Go to Pricing → Pricing Rules
Create rule for group
Set group discount
Configure products
Activate

Customer Group Tiers

Customer Group Pricing

Groups:
├─ Standard: List Price
├─ Bronze: 5% discount
├─ Silver: 10% discount
├─ Gold: 15% discount
└─ Platinum: 20% discount

Application:
├─ Automatic: Based on customer group
├─ Products: All standard items
├─ Excludes: Special orders
└─ Stackable: With volume discounts

How to Set Category Pricing

Category Rules

Go to Pricing → Pricing Rules
Create category-based rule
Select categories
Set pricing method:
- Fixed markup
- Percentage discount
- Price multiplier
Save rule

Category Configuration

Category Pricing Rule

Name: Electronics Margin
Type: Category Based

Categories:
├─ Electronics: 25% markup
├─ Accessories: 40% markup
├─ Consumables: 35% markup
└─ Services: 50% markup

Base: Cost Price
Rounding: Up to nearest $0.99

How to Manage Rule Priorities

Priority Configuration

Rule Priority Management

Order of Application:
1. Customer-Specific (Priority 1)
   └─ Overrides all other rules

2. Customer Group (Priority 2)
   └─ If no customer-specific

3. Promotional (Priority 3)
   └─ Time-limited offers

4. Volume Discount (Priority 4)
   └─ Quantity-based

5. Category Default (Priority 5)
   └─ Fallback pricing

Conflict Resolution:
├─ Lower number = Higher priority
├─ Same priority = Most specific wins
└─ Stackable rules combine

How to Configure Stackable Discounts

Stacking Rules

Define which discounts combine:

Discount Stacking Configuration

Allowed Combinations:
├─ Customer + Volume: Yes
├─ Customer + Promotional: No
├─ Volume + Promotional: Yes
├─ Group + Volume: Yes
└─ Multiple Promotions: No

Stacking Order:
1. Apply customer/group discount
2. Then apply volume discount
3. Maximum combined discount: 35%

Example:
├─ List Price: $100
├─ Customer Discount (10%): -$10 = $90
├─ Volume Discount (5%): -$4.50 = $85.50
└─ Final Price: $85.50

How to Set Date-Based Pricing

Scheduling Rules

Create pricing rule
Set validity dates:
- Start date/time
- End date/time
- Recurrence (optional)
Configure auto-activation
Save schedule

Date Configuration

Scheduled Pricing Rule

Name: Weekend Special
Schedule Type: Recurring

Recurrence:
├─ Days: Saturday, Sunday
├─ Time: 00:00 - 23:59
├─ Start Date: Jan 1, 2026
└─ End Date: Dec 31, 2026

Discount: 10% off
Products: All
Auto-Activate: Yes

Advanced Features

Conditional Pricing

Complex conditions:

Minimum order value
Specific payment terms
First-time customers
Geographic regions

Price Lists

Multiple price lists:

Standard list
Wholesale list
Retail list
Export list

Contract Pricing

Customer agreements:

Fixed term pricing
Volume commitments
Price protection
Renewal terms

Dynamic Pricing

Real-time adjustments:

Demand-based
Competitor-based
Inventory levels
Time-based

Best Practices

Rule Design

Keep rules simple
Clear naming conventions
Document conditions
Test thoroughly

Priority Management

Logical priority order
Avoid conflicts
Regular review
Clear escalation

Validity Periods

Set clear dates
Plan transitions
Communicate changes
Archive expired

Testing

Preview before activating
Test edge cases
Verify calculations
Monitor after launch

Configuration

Rule Settings

Navigate to Settings → Pricing → Rules:

Default Priority - New rule priority
Max Discount - Global maximum
Stacking Rules - Combination limits
Approval Required - Rule approval workflow

Display Settings

Show Original - Display list price
Show Savings - Show discount amount
Price Format - Display format
Rounding - Rounding rules

Troubleshooting

Common Issues

Rule not applying

Check active status
Verify validity dates
Review priority
Check conditions

Wrong price calculated

Review rule priority
Check stacking settings
Verify product scope
Test in preview

Overlapping rules

Check priorities
Review conditions
Use preview to test
Adjust as needed

Performance issues

Reduce rule count
Simplify conditions
Archive old rules
Optimize queries

Pricing Rules ​

Overview ​

Accessing Pricing Rules ​

Understanding Pricing Rules ​

Rule Types ​

Rule Priority ​

Rule Status ​

How-To Guides ​

How to Create Customer Pricing ​

Customer-Specific Price ​

Customer Pricing Configuration ​

How to Create Volume Discounts ​

Quantity-Based Pricing ​

Volume Discount Configuration ​

How to Create Promotional Pricing ​

Time-Limited Promotions ​

Promotion Configuration ​

How to Create Customer Group Pricing ​

Group-Based Discounts ​

Customer Group Tiers ​

How to Set Category Pricing ​

Category Rules ​

Category Configuration ​

How to Manage Rule Priorities ​

Priority Configuration ​

How to Configure Stackable Discounts ​

Stacking Rules ​

How to Set Date-Based Pricing ​

Scheduling Rules ​

Date Configuration ​

Advanced Features ​

Conditional Pricing ​

Price Lists ​

Contract Pricing ​

Dynamic Pricing ​

Best Practices ​

Rule Design ​

Priority Management ​

Validity Periods ​

Testing ​

Configuration ​

Rule Settings ​

Display Settings ​

Troubleshooting ​

Common Issues ​