Price Rule

Accessing the Price Rule

To view, edit, or manage Price Rule:

1. Go to Miscellaneous > Price Rule

Key Features

• Automatic Price Adjustments : Adjust item prices automatically in Sales Orders and Estimates based on predefined rules.

• Flexible Targeting : Apply rules to all or selected customers/items using conditions like customer type, item category, attributes, and more.

• Multiple Adjustment Methods : Supports percentage-based, fixed amount, and extra price rules based on item options or attributes.

• Cumulative Rule Application : All matching rules are applied in order of priority, allowing layered pricing strategies.

• Priority Control : Drag-and-drop interface to define the sequence of rule application, crucial for correct calculation when using percentages.

• Date-Based Activation : Rules can be configured to apply only within a specific date range.

• Inline Price Breakdown : See a breakdown of applied rules by hovering over unit prices in Estimates and Sales Orders.

Setting Up the Price Rule

Click Add New on the top right to define a new price rule. A price rule consists of three key sections:

1. Basic Information

• Name : A descriptive label to identify the rule

• Description : Optional explanation for internal use

• Start Date / End Date : Defines the active period of the rule (either one or both dates can be set)

• Enabled : Toggle to activate or deactivate the rule

If the current date is outside the defined period or the rule is disabled, it will not be applied.

2. Target Definition

Specify which customers or items the rule will apply to. The Target section contains two tabs: Customer and Item. Each tab offers three targeting methods:

• All : Apply to all customers/items

• Select By Condition : Apply based on conditions

• Select Individually : Apply to selected customers/items manually

Customer Conditions
When using Select By Condition , you can filter customers based on:

• Customer Type

• Sales Representative

Item Conditions
When using Select By Condition , you can filter items by:

• Item Category

• Item Type

• Item Attribute

• Item Option

Multiple conditions can be combined using AND/OR logic.
You can combine multiple conditions to fine-tune the target selection.

3. Price Adjustment

Defines how the unit price is adjusted. The base price used for adjustment is the item's Sales Price.
There are three available methods:

Percentage

Apply a percentage-based increase or decrease.

• Direction : Increase / Decrease

• Value : Percentage (e.g., 10%)

Fixed Amount

Apply a fixed monetary adjustment.

• Direction : Increase / Decrease

• Value : Fixed amount (e.g., 20)

Extra Price Based on Item Options

Apply an additional charge or discount based on item options or attributes.

• You can define multiple extra price lines , each with its own conditions and adjustment value.

• Each extra price line can now include multiple conditions combined using AND/OR logic.

• If all conditions within a price line are met, the corresponding extra price will be applied.

• All matching price lines are applied cumulatively.

For each condition:

• Type : Item Option / Item Attribute

• Field Name : The field to evaluate (e.g., color, material)

• Condition : Operator and Value (e.g., Equals "Blue")

• Extra Price : Amount to adjust (can be positive or negative)

Use this method to layer multiple additional charges or discounts based on complex item configurations.

Set Price Based on Item Options

Override the item's unit price entirely when specific conditions are met.

• Value : The final unit price to be set (e.g., 222)

• Conditions : Define one or more item option-based rules

  • If the conditions match, the unit price is set to the defined value (instead of adjusting it)

  • Conditions can be combined using AND/OR logic

  • Supported fields: Item Option (with field name, operator, value, etc.)

This method overrides the original sales price. It does not stack with other price adjustments for that line. Use with caution when combining with other rules.

Rule Application Logic

• Multiple Rules Apply : All rules that match the target and are within date range will be applied.

• Priority Matters : Since rules are cumulative, the order in which they apply affects the final price—especially with percentage-based rules.

You can configure the application order by clicking Priority Setting and using drag-and-drop to reorder the rules.

Using Price Rules in Sales Transactions

When creating an Estimate or Sales Order, ianaiERP will:

• Determine which price rules apply to each line item

• Start with the item’s base Sales Price

• Apply matching rules in priority order

• Display a breakdown of applied adjustments when hovering over the unit price

This provides full transparency into how the final price was calculated.

Best Practices

1. Use separate rules for different adjustment methods (e.g., one for discount, one for option-based pricing)

2. Carefully manage rule priorities to ensure accurate pricing

3. Use the condition-based targeting to handle promotional pricing, customer tiers, and product variations

4. Regularly review rule effectiveness and overlaps

Related Features

• Item Management

• Estimate

• Sales Order

For more advanced scenarios or examples, please contact your system administrator or support team.

When creating an Estimate or Sales Order , ianaiERP will: