Price Rule
The Price Rule feature in ianaiERP enables you to automatically adjust item prices on sales-related documents—such as Estimates and Sales Orders—based on defined conditions. This allows for dynamic pricing that reflects customer types, item attributes, promotional periods, and more.
Accessing the Price Rule PageCatalog
To view, edit, or manage Price Rule:
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
Use separate rules for different adjustment methods (e.g., one for discount, one for option-based pricing)
Carefully manage rule priorities to ensure accurate pricing
Use the condition-based targeting to handle promotional pricing, customer tiers, and product variations
Regularly review rule effectiveness and overlaps
Related Features
For more advanced scenarios or examples, please contact your system administrator or support team.
When creating an Estimate or Sales Order, ianaiERP will:
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