Price rules
Make the right price land on the line by itself, under conditions you define — no more remembering each customer's deal.
Administration → Setup → Price Rules lets you define pricing that applies on its own under conditions you set — so when you bill, the correct rate fills in without anyone having to recall the arrangement. It is the difference between *policy your operators must remember* and *policy the form enforces for them*.
Set up a rule
- 1
Open Administration → Setup → Price Rules
Choose to add a new rule.
- 2
Describe when it applies
Set the conditions — which items or parties the rule should affect.
- 3
Set the price it should produce
Define the rate or adjustment the rule applies when those conditions are met.
- 4
Save and bill
From now on, matching lines pick up the rule's price automatically — overridable per line if you ever need to.
Rules vs. discounts
A discount trims an agreed price; a price rule decides the price in the first place. Use discounts for concessions on top, price rules for the base rate itself.
Was this page helpful?