1. SCM (Supply Chain Management)
  2. Item Record Management
  3. Advanced Pricing
  4. Creating Price Rules

Creating Price Rules

Create price rules to group items for faster price updates and to sell items at different prices.

Note:

You can only create, edit, or delete price rules if you have Administrator permissions. This restriction ensures that pricing data remains secure and accurate.

To create a price rule:

  1. Go to Lists > Accounting > Price Rules > New.

  2. In the Name field, enter a name.

  3. In the Description field, enter a description that will let you easily identify this rule in a list.

  4. To make this rule date-specific, click Select Dates.

    1. In the Start Date field, select a date for this price rule to take effect.

    2. In the End Date field, select a date for the price rule to become inactive.

  5. From the list in the Price Level field, select a price level.

    Note:

    You can't save a price rule without setting up at least one price level. For instructions, see Setting Up Price Levels.

  6. (Optional) If this rule is a work in progress, check the Inactive box. When you're ready to activate the rule, see Editing a Price Rule.

  7. (Optional) To make this rule applicable to specific customers, rather than all customers, on the Customers subtab, click Apply Only to Selected Customers.

    • To search for one customer, on the Customer subtab, click Add Row, or start typing the customer name into the search field.

    • To search for a customer group, on the Customer Groups subtab, click Add Row, or start typing the customer group name into the search field.

  8. Add items to the price rule. For each item:

    1. On the Items subtab, click Add Row.

    2. From the list in the Item column, select the item you want to add.

    Note:

    Only items that have a price defined for the item at the selected price level are available to select.

  9. Click Save.

General Notices