Editing a Price Rule

To open a price rule for editing, go to Lists > Accounting > Price Rules, and click the name of the rule.

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.

Adding Items To a Price Rule

You can add items to a price rule at any time.

To add an item to a price rule:

Go to Lists > Accounting > Price Rules.
From the list, select the price rule.
Click Edit.
On the Items subtab, click Add Row, then 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.
Click Save.

Adding Customers to a Price Rule

Price rules can apply to all customers or specified customers only. As soon as you add one or more customers to a price rule, the rule is restricted to specified customers only. You can add one or more customers to a rule at any time.

To add a customer to a price rule:

Go to Lists > Accounting > Price Rules.
From the list, select the price rule.
Click Edit.
On the Customers subtab, click Apply Only to Selected Customers.
To add customers one at a time, on the Customers subtab:
1. Click Add Row.
2. From the list, select the customer you want to add.
3. Click Insert.
To add a group of customers, on the Customer Groups subtab:
1. Click Add Row.
2. From the list, select the customer you want to add.
3. Click Insert.
When you're finished adding customers, click Save.

General Notices