Price rules

When you add an item to a document, its List Price starts from a price saved on the item. Administration → Setup → Price Rules lets you change which price that is for one party and one item group — for example, bill a sister concern at your purchase price — so the right rate fills in without anyone having to remember the arrangement.

Where the price comes from

A rule applies when three things match: the party on the document, the item group of the item on the line, and the kind of document. Every other line keeps the usual price.

Set up a rule

1. 1

   Open Administration → Setup → Price Rules

   The New Rule panel is on the left; your Saved Rules are listed beside it.

2. 2

   Pick the party and the item group

   Choose the Account the rule is for and the Item Group it covers.

3. 3

   Choose the price

   Under Show, pick Purchase Price to use it on sale documents, or Sale Price to use it on purchase documents.

4. 4

   Choose the documents

   Under Transaction Forms, switch on each kind of document the rule applies to. Only the kinds that fit the price you picked are offered, and at least one stays on.

5. 5

   Save and bill

   Choose Save Rule. From then on, a matching line takes the rule's price when you add the item. Edit and Delete on a saved rule change or remove it.

• Your discounts still apply on top of the price the rule picks.
• You can type over the List Price on any line. A price you typed yourself stays put if you change the party afterwards.
• Only a Master, Admin or Manager can add, change or delete rules; everyone else who opens the page sees the saved rules without changing them.