How do Pricing Restrictions & Levels work?

The equations below describe how a Pricing Rule can work in certain situations, where “Rule Type”: Restriction and “Input Price” represents the Price the User enters in the Estimate, Sales Order, Invoice, and Sales Receipt modules. Restrictions are typically set up to prevent Sales Reps from selling goods below a certain price.

The Price Restrictions & Levels can be set up from the Pricing Rule module. 

“Price Adj Type”: Markup

  1. Input Price has to be less than [Cost Type + [Value % * Cost Type]] (Operator: Less Than)
  2. Input Price has to be less than or equal to [Cost Type + [Value % * Cost Type]] (Operator: Less Than or Equal To)
  3. Input Price has to be greater than [Cost Type + [Value % * Cost Type]] (Operator: Greater Than)
  4. Input Price has to be greater than or equal to [Cost Type + [Value % * Cost Type]] (Operator: Greater Than or Equal To)
  5. Input Price has to be equal to [Cost Type + [Value % * Cost Type]] (Operator: Equal To)
  6. Input Price cannot be equal to [Cost Type + [Value % * Cost Type]] (Operator: Not Equal To)

“Price Adj Type”: Markdown

  1. [Cost Type – [Value % * Cost Type]] has to be less than Input Price (Operator: Less Than)
  2. [Cost Type – [Value % * Cost Type]] has to be less than or equal to Input Price (Operator: Less Than or Equal To)
  3. [Cost Type – [Value % * Cost Type]] has to be greater than Input Price (Operator: Greater Than)
  4. [Cost Type – [Value % * Cost Type]] has to be greater than or equal to Input Price (Operator: Greater Than or Equal To)
  5. [Cost Type – [Value % * Cost Type]] has to be equal to Input Price (Operator: Equal To)
  6. [Cost Type – [Value % * Cost Type]] cannot be equal to Input Price (Operator: Not Equal To)

“Price Adj Type”: Margin

  1. [Input Price – Cost Type] has to be less than [Value % * Input Price] (Operator: Less Than)
  2. [Input Price – Cost Type] has to be less than or equal to [Value % * Input Price] (Operator: Less Than or Equal To)
  3. [Input Price – Cost Type] has to be greater than [Value % * Input Price] (Operator: Greater Than)
  4. [Input Price – Cost Type] has to be greater than or equal to [Value % * Input Price] (Operator: Greater Than or Equal To)
  5. [Input Price – Cost Type] has to be equal to [Value % * Input Price] (Operator: Equal To)
  6. [Input Price – Cost Type] cannot be equal to [Value % * Input Price] (Operator: Not Equal To)

“Price Adj Type”: Percentage

  1. Input Price has to be less than [Value % * Cost Type] (Operator: Less Than)
  2. Input Price has to be less than or equal to [Value % * Cost Type] (Operator: Less Than or Equal To)
  3. Input Price has to be greater than [Value % * Cost Type] (Operator: Greater Than)
  4. Input Price has to be greater than or equal to [Value % * Cost Type] (Operator: Greater Than or Equal To)
  5. Input Price has to be equal to [Value % * Cost Type] (Operator: Equal To)
  6. Input Price cannot be equal to [Value % * Cost Type] (Operator: Not Equal To)

“Price Adj Type”: Amount

  1. Input Price has to be less than [Value + Cost Type] (Operator: Less Than)
  2. Input Price has to be less than or equal to [Value + Cost Type] (Operator: Less Than or Equal To)
  3. Input Price has to be greater than [Value + Cost Type] (Operator: Greater Than)
  4. Input Price has to be greater than or equal to [Value + Cost Type] (Operator: Greater Than or Equal To)
  5. Input Price has to be equal to [Value + Cost Type] (Operator: Equal To)
  6. Input Price cannot be equal to [Value + Cost Type] (Operator: Not Equal To)

“Price Adj Type”: Fixed

  1. Input Price has to be less than Value (Operator: Less Than)
  2. Input Price has to be less than or equal to Value (Operator: Less Than or Equal To)
  3. Input Price has to be greater than Value (Operator: Greater Than)
  4. Input Price has to be greater than or equal to Value (Operator: Greater Than or Equal To)
  5. Input Price has to be equal to Value (Operator: Equal To)
  6. Input Price cannot be equal to Value (Operator: Not Equal To)

If you want a Pricing Level rather than a restriction then you can set Rule Type to Price Level and this New Price will be fetched into the Estimate, Sales Order, Invoice, and Sales Receipt rather than the default Standard Unit Price:

  1. Price Adj Type: Markup. New Price has to be equal to [Cost Type + [Value % * Cost Type]]
  2. Price Adj Type: Markdown. [Cost Type – [Value % * Cost Type]] has to be equal to New Price
  3. Price Adj Type: Margin. [New Price – Cost Type] has to be equal to [Value % * Input Price]
  4. Price Adj Type: Percentage. New Price has to be equal to [Value % * Cost Type]
  5. Price Adj Type: Amount. New Price has to be equal to [Value + Cost Type]
  6. Price Adj Type: Fixed. New Price has to be equal to Value

It is recommended when setting up Pricing Rules or Levels to do it on a single item first and test it on a Sales module to ensure it behaves as expected. If it is set up correctly, then it can be applied to the desired item(s).

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