Pricing Rules
Pricing Rules allow you to automatically apply discounts, promotional pricing, and product offers based on predefined conditions. They help create targeted pricing strategies without manually adjusting prices on every invoice.
You can configure Pricing Rules using conditions such as item quantity, order value, validity period, or specific products, making it easy to manage promotional campaigns and customer offers.
Tip
Pricing Rules are applied automatically when their conditions are met, reducing manual pricing adjustments during invoicing.
Common Use Cases
Pricing Rules can be used for a variety of promotional scenarios, including:
- Quantity Discounts – Offer discounts when customers purchase a minimum quantity of an item.
- Buy One Get One (BOGO) – Reward customers with free or discounted products.
- Tiered Pricing – Apply different pricing based on the total order value.
- Early Bird Discounts – Provide discounts during a specified promotional period.
Enable Pricing Rules
Before creating Pricing Rules, enable the required features from the system settings.
- Enable Enable Discount Accounting.
- Enable Enable Pricing Rule.
Create a Pricing Rule
To create a new Pricing Rule:
- Click the + button.
- Configure the required rule conditions.
- Save the Pricing Rule.
Pricing Rule Fields
| Field | Description |
|---|---|
| Is Pricing Rule Enabled | Activates or deactivates the Pricing Rule. |
| Items | Select the Items or Item Groups to which the rule applies. Leave blank to apply to all Items. |
| Price Discount Type | Choose whether the rule applies a fixed rate, discount percentage, or discount amount. |
| Free Item | Select the Item to be offered free or at a discounted price. |
| Quantity | Specify the quantity of free Items to provide. |
| UOM | Select the unit of measurement for the free Item. |
| Rate | Specify the discounted price for the free Item, if applicable. |
| Round Free Item Quantity | Choose whether free item quantities are rounded using Floor, Round, or Ceil methods. |
| Is Recursive | Repeats the promotion whenever the qualifying quantity is reached. |
| Recurse Every | Defines how frequently a recursive promotion repeats. |
| Min Qty / Max Qty | Specify the minimum and maximum item quantity required for the rule. |
| Min Amount / Max Amount | Specify the minimum and maximum order value for the rule. |
| Valid From / Valid Till | Define the period during which the Pricing Rule remains active. |
| Priority | Determines which Pricing Rule takes precedence when multiple rules apply. |
Example Pricing Rules
Buy 3 Get 1 Free
The following configuration creates a Buy 3 Get 1 Free promotion.
| Field | Value |
|---|---|
| Discount Type | Product Discount |
| Quantity | 1 |
| Rate | 0 |
| Recurse Every | 3 |
Buy 2 Get 10% Discount
The following configuration applies a 10% discount when a customer purchases at least two items.
| Field | Value |
|---|---|
| Discount Type | Price Discount |
| Price Discount Type | Discount Percentage |
| Discount Percentage | 10% |
| Minimum Quantity | 2 |
Note
If multiple Pricing Rules are applicable to the same Item, the rule with the highest Priority is applied.
Best Practices
- Enable Pricing Rules only after Discount Accounting has been enabled.
- Assign priorities when multiple promotional rules may overlap.
- Use validity dates to automatically start and end seasonal promotions.
- Test Pricing Rules before using them in production invoices.
- Use recursive rules carefully to avoid unintended promotional discounts.
