# Pricing Rule

<p class="doc-lead">Pricing Rules set customer-specific, group, or category sale prices and discounts for items over a date range. Rules override Date Wise Pricing and Basic Pricing when their conditions match on sale bill entry.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<div class="doc-toc-links">
<a href="#/sales/custom-pricing?id=overview">Overview</a>
<a href="#/sales/custom-pricing?id=fields">Fields</a>
<a href="#/sales/custom-pricing?id=how-it-works">How It Works</a>
<a href="#/sales/custom-pricing?id=actions">Actions</a>
<a href="#/sales/custom-pricing?id=faq">FAQ</a>
<a href="#/sales/custom-pricing?id=related">Related</a>
</div>
</div>
</div>

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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Sales → Settings → Pricing Rule</b> from the left menu.

Create rules when negotiated rates differ by customer, customer group, customer category, quantity slab, or promotional period.

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Id | Rule record ID. |
| Title | Rule name for reference. |
| From Date | First date the rule is active. |
| To Date | Last date the rule is active. |
| Method | Price or discount scheme type. |
| Scheme | Price, discount percentage, discount amount, or related scheme. |
| Customer Group | Group scope when set. |
| Customer | Customer scope when set. |
| Customer Category | Category scope when set. |

<b>Quick filter tabs</b>

| **Tab** | **Shows** |
|---------|-----------|
| Active | Active pricing rules (default). |
| Suspended | Suspended rules. |

<b>Advanced filters</b>

| **Filter** | **Description** |
|------------|-----------------|
| Title | Filter by rule title. |
| Customer | Filter by customer on the rule. |
| Customer Group | Filter by customer group. |
| Item | Filter rules that include a specific item. |
| Status | Active or Suspended. |
| Created Date | Date the rule was created. |

<b>List row actions</b>

| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only rule details. |
| Edit | Opens the pricing rule form. |
| Delete | Removes the rule. |

<b>Pricing Rule List</b>

<img src="sales/images/custompricing.webp" alt="Pricing Rule list" loading="lazy">

<b>New Pricing Rule</b>

<img src="sales/images/custompricing1.webp" alt="New Pricing Rule" loading="lazy">

<b>Price Discount Scheme</b>

<img src="sales/images/custompricing2.webp" alt="Price Discount Scheme" loading="lazy">

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<h2 id="fields">Fields</h2>

<h3>Basic</h3>

| **Field** | **Description** |
|-----------|-----------------|
| Title | Optional label for the rule. |
| From Date * / To Date * | Active date range. Transaction date must fall within this range. |
| Price or Product Discount * | <b>Price</b> — fixed rate or discount on price. <b>Product</b> — free or discounted product schemes. |
| Customer (optional) | Narrows the rule to one customer. Highest precedence. |
| Customer group (optional) | Applies to all customers in the group when no customer is set. |
| Customer Category (optional) | Applies when no customer or group is set. |

<h3>Price Discount Scheme</h3>

Shown when <b>Price or Product Discount</b> is <b>Price</b>.

| **Field** | **Description** |
|-----------|-----------------|
| Price or Discount * | <b>Price</b>, <b>Discount %</b>, <b>Discount Amount</b>, <b>Discount Per Unit</b>, or <b>Margin % on MRP</b> |

<h3>Conditions (item lines)</h3>

| **Column** | **Description** |
|------------|-----------------|
| Item | Saleable item. Item or Brand can be used. |
| Brand | Brand-level rule when item is blank. |
| Unit | Unit of measure. |
| Min Qty / Max Qty | Optional quantity slab bounds. |
| Price | Fixed price when method is Price. |
| Discount % / Discount / Discount Per Unit | Used for corresponding discount methods. |
| Margin % on MRP | Derives price from item MRP minus margin percentage. |

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<h2 id="how-it-works">How It Works</h2>

<h3>When rules apply</h3>

On item selection (after previous customer price if enabled), the system loads active pricing rules for the transaction date. A rule matches when:

<ul>
<li>Transaction date is between From Date and To Date</li>
<li>Customer, customer group, or customer category matches (see precedence below)</li>
<li>Item, brand, and unit match a line</li>
<li>Quantity falls within Min Qty / Max Qty when set</li>
</ul>

<h3>Rule precedence</h3>

When multiple rules or lines could match:

<ol>
<li><b>Customer</b> — rule with specific customer ID</li>
<li><b>Customer group</b> — rule for the customer's group</li>
<li><b>Customer category</b> — rule for the customer's category</li>
<li><b>Generic</b> — rule with no customer, group, or category</li>
</ol>

Among matching lines for the same scope, customer-specific line beats group line; quantity slabs narrow the match.

<h3>Price vs discount schemes</h3>

| **Method** | **Effect on bill entry** |
|------------|--------------------------|
| Price | Sets the line <b>Rate</b> directly. |
| Discount % | Fills discount percentage fields (tax exclusive or inclusive per bill type). |
| Discount Amount | Fills fixed discount amount fields. |
| Discount Per Unit | Fills per-unit discount fields. |
| Margin % on MRP | Calculates rate from item MRP and margin percentage. |

<p>If no pricing rule matches, the chain continues to <a href="#/sales/date-wise-pricing">Date Wise Pricing</a> then <a href="#/sales/basic-pricing">Basic Pricing</a>.</p>

<p><b>Connected reports:</b> Resulting rates appear on <a href="#/sales/reports/sale-report">Sale Report</a>, <a href="#/sales/reports/item-wise-sale-report">Item Wise Sale Report</a>, and <a href="#/sales/reports/profit-customer-report">Customer Wise Profit Report</a>.</p>

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<h2 id="actions">Actions</h2>

<b>List header:</b> <b>New</b>

| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the pricing rule form |
| Delete | Removes the rule |
| View | Opens rule detail after save |

<b>Form buttons:</b> <b>Save</b> / <b>Update</b>, <b>Reset</b>, <b>Cancel</b>

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<h2 id="faq">FAQ</h2>

<b>How does a pricing rule interact with Basic Pricing?</b><br>
Pricing rules are checked before Date Wise Pricing and Basic Pricing. They take precedence when date, customer scope, item, and quantity match.

<b>Can one rule cover multiple items?</b><br>
Yes. Add multiple rows in the Conditions table on the same rule.

<b>What happens when two rules overlap?</b><br>
Customer-specific rules take priority over group, then category, then generic rules.

<b>What is the difference between price and discount schemes?</b><br>
Price schemes set an absolute rate or slab rate. Discount schemes apply percentage or value off the resolved base price (often MRP when tax-inclusive).

<b>How do quantity slabs work?</b><br>
Each condition row can define a minimum quantity. The highest matching slab for the line quantity applies when the rule matches customer and date.

<b>Can pricing rules add free items?</b><br>
Product offer schemes can add or remove complimentary lines when quantity changes on the sale bill. Configure offers in the rule conditions.

<b>Why did the price not change after I saved a rule?</b><br>
Confirm the bill date falls inside the rule's from/to dates, the customer scope matches, and the item is on a condition row. Previous customer price may still win if enabled in Sale Settings.

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/sales/basic-pricing">Basic Pricing</a></li>
<li><a href="#/sales/date-wise-pricing">Date Wise Pricing</a></li>
<li><a href="#/sales/sale-settings-config">Sale Settings</a></li>
<li><a href="#/sales/sale-settings">Sale Settings hub</a></li>
</ul>