# Pricing Rule
Purchase Pricing Rules set supplier-specific or supplier-group purchase prices and discounts for items over a date range. Rules override Basic Pricing when their conditions match on purchase bill entry.
Overview & List View
Go to Purchase → Settings → Pricing Rule from the left menu.
Create rules when negotiated rates differ by supplier, supplier group, quantity slab, or promotional period. Rules apply on purchase quotation, order, invoice, and related bill entry when the transaction date falls within the rule's date range.
Pricing Rule
List columns
| **Column** | **Description** |
|------------|-----------------|
| Id | Rule record ID. |
| From Date | First date the rule is active. |
| To Date | Last date the rule is active. |
| Supplier Group | Group scope when set. |
| Supplier | Supplier scope when set. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Active | Active pricing rules (default). |
| Suspended | Suspended rules. |
Advanced filters
| **Filter** | **Description** |
|------------|-----------------|
| Supplier | Filter by supplier on the rule. |
| Supplier Group | Filter by supplier group. |
| Item | Filter rules that include a specific item. |
| Status | Active or Suspended. |
| Created Date | Date the rule was created. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only rule details. |
| Edit | Opens the pricing rule form. |
| Delete | Removes the rule. |
Fields
Basic
| **Field** | **Description** |
|-----------|-----------------|
| From Date * | First date the rule is active. |
| To Date * | Last date the rule is active. |
| Supplier group | Optional. Applies to all suppliers in the group when no specific supplier is set. |
| Supplier (optional) | Optional. Narrows the rule to one supplier. Takes priority over supplier group when both could match. |
Price Discount Scheme
| **Field** | **Description** |
|-----------|-----------------|
| Price or Discount * | Price — fixed rate or discount on price. Other product-discount modes may be available depending on company setup. |
When Price or Discount is Price:
| **Field** | **Description** |
|-----------|-----------------|
| Price or Discount * (method) | Price, Discount Percentage, or Discount Amount |
Item lines
| **Column** | **Description** |
|------------|-----------------|
| Item | Purchasable item. Required. |
| Unit | Unit of measure. Required. Auto-filled from item default when available. |
| Min Qty (optional) | Lower quantity bound for slab pricing. |
| Max Qty (optional) | Upper quantity bound for slab pricing. |
| Qty | Fixed quantity for product-discount schemes when applicable. |
| Price * | Fixed purchase price when method is Price. |
| Discount % * | Percentage off when method is Discount Percentage. |
| Discount * | Fixed discount amount when method is Discount Amount. |
How It Works
When rules apply
On item selection (after previous supplier price if enabled), the system loads active pricing rules for the transaction date. A rule matches when:
- Transaction date is between From Date and To Date
- Supplier, supplier group, or generic scope matches (see precedence below)
- Item and unit match a line
- Quantity falls within Min Qty / Max Qty when set
Rule precedence
When multiple rules could match:
- Supplier — rule with a specific supplier
- Supplier group — rule for the supplier's Supplier Group
- Generic — rule with no supplier or supplier group
Among matching lines for the same scope, quantity slabs narrow the match when Min Qty / Max Qty are set.
Price vs discount schemes
| **Method** | **Effect on bill entry** |
|------------|--------------------------|
| Price | Sets the line Rate directly. |
| Discount Percentage | Fills discount percentage fields (tax exclusive or inclusive per bill type). |
| Discount Amount | Fills fixed discount amount fields. |
Discount schemes do not set the base rate — after the discount is applied, the chain falls through to Basic Pricing and other price sources for the rate.
If no pricing rule matches, the chain continues to Basic Pricing.
Connected reports: Resulting rates appear on Supplier Rate Tracking and Bill Wise Purchase.
Actions
List header: New
See List row actions above for row-level actions.
Form buttons: Save / Update, Reset, Cancel
FAQ
How does a pricing rule interact with Basic Pricing?
On item selection, the system checks active pricing rules for the supplier, date, and quantity first. If no rule matches, it falls back to Basic Pricing and other price sources configured in Purchase Settings.
Can one rule cover multiple items?
Yes. Add multiple rows in the item lines table on the same rule.
What happens when two rules overlap?
Supplier-specific rules take priority over supplier-group rules. Among equals, the matching quantity slab and date range determine which price applies.
When does a pricing rule apply?
Only when the purchase date falls within the rule's from/to dates, the supplier or supplier group matches, and line quantity fits the configured slab.
What is the difference between Price and Product discount schemes?
A Price scheme sets the line Rate directly. Discount schemes fill discount fields; the system may still look up a base rate from another rule or Basic Pricing.
Can I target a supplier group instead of one supplier?
Yes. Select a Supplier Group on the rule header — all suppliers in that group inherit the rule when dates and quantities match.
Do pricing rules apply to quotations and orders?
Yes. Active rules apply when items are selected on purchase quotations, orders, and invoices for the matching supplier and date.