To manage your pricing rules, select the gear icon and click on Pricing Rules.




Adding a new pricing rule requires -at minimum- the setting of the compulsory field of the Pricing Rule Name of the pricing rule.



The Pricing Rule Name should include the name of the pricing rule. The use of a descriptive name will help to easily identify the effect of the pricing rule in the company. For example: 'Wholesale Basic Discount' -or- 'Wholesale Extra Discount'.


The Pricing Currency refers to the currency of the pricing rule. If a currency other than the main currency of the account is chosen, the user should also include a fixed exchange rate between the main currency and the currency chosen. The exchange rate will be used in the Price Formula of the pricing rule that will be created.


The Base Price is the price used in the Price Formula of the pricing rule. Users may add or subtract a percentage or a fixed amount value to the Base Price. Users may also choose to apply a rounding method to limit the number of decimal digits (digits after the decimal point) or round whole numbers to the ones place, tens place, hundreds place, thousands place, and so on.


  • For a Sales Pricing Rule, the base price can either be the Default Sales Price, the Default Purchase Price, the Main Supplier Purchase Price or the Average Cost of the product.
  • For a Purchasing Pricing Rule, the base price can either be the Default Sales Price, the Default Purchase Price or the Selected Supplier Purchase Price.

The Default Sales Price and the Default Purchase Price can be set in the definition of the product. The Supplier Purchase Price can be set in the Supplier Inventory module. 


The Discount and Tax options of the pricing rule refer to the choice of a specific discount and of a specific tax if this pricing rule applies while creating the product row of the document. See here to define a tax or a discount.


The pricing rule can be set for all or for a specific set of clients (or suppliers in the case of a purchasing pricing rule). Similarly, the pricing rule can be set for all products, for a specific set of products or for products under a specific product category.


The pricing rule can be valid for a specific range date range. In such a case the Start Date and End Date of the pricing rule must be chosen. If the Start Date and the End Date coincide the pricing rule will be valid for that single day only.


The pricing rule can be valid for a specific quantity range. In such a case the Minimum Quantity and the Maximum Quantity of the pricing rule must be set. If the Minimum Quantity and the Maximum Quantity coincide, the pricing rule will be valid for that a single quantity value only.


Only one pricing rule is applicable at the time a product row is inserted in a document. Pricing rules with conflicting rules cannot co-exist: if a pricing rule is about to be created with conflicting rules to another existing pricing rule, then the system will warn the user and the pricing rule will not be created. For example, if a pricing rule is about to be created for the same currency, same specific set of clients (or suppliers) same specific date range (or sub-range) and same specific quantity range (or sub-range) as to another existing pricing rule, the former pricing rule will not be created.


  • A pricing rule defined for a specific set of clients (or suppliers) will get priority over a pricing rule (of the same currency) defined for all clients.
  • A pricing rule defined for a specific date range will get priority over a pricing rule (of the same currency) that is valid for all dates.
  • A pricing rule defined for a specific quantity range will get priority over a pricing rule (of the same currency) that is valid for all quantities.
  • If no pricing rule is defined in the account, then, the price that defaults for a product inserted in a sales document is the Default Sales Price of that product.
  • If no pricing rule is defined in the account, then, the price that defaults for a product inserted in a purchasing document is the selected supplier purchase price of that product. This is the case if the supplier chosen for the document to be created is one of the suppliers of that product. If that is not the case, then, the price that defaults for a product inserted in a purchasing document is the Default Purchase Price of that product.