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Customer Pricing Rules

Learn how to apply customer-specific pricing rules by product or category using discounts or fixed prices.

Updated this week

Overview

Customer Pricing Rules allow you to apply additional pricing logic on top of a customer’s price list. They are used to override or refine pricing for specific products or product categories.

Pricing rules are optional and apply in addition to:

  • The assigned price list, and

  • Any flat customer discount, if configured

If no pricing rules exist, the customer’s price list and discount are used as normal.

When to Use Pricing Rules

Use customer pricing rules when you need to:

  • Apply special pricing for specific products

  • Apply discounts to an entire product category

  • Set a fixed price for a customer regardless of the price list

  • Handle customer-specific exceptions without creating new price lists

Where Pricing Rules Apply

Pricing rules apply:

  • Only to the selected customer

  • To new sales orders

  • After the price list and flat customer discount are applied

Pricing rules do not affect:

  • Past sales orders

  • Other customers

How Pricing Rules Work

Pricing rules are evaluated in the following order:

  1. Price list

  2. Flat customer discount (if set)

  3. Customer pricing rules

Pricing rules always take precedence over price lists and flat discounts.

Create a Pricing Rule

  1. Navigate to Sales → Customers

  2. Select the customer

  3. Open the Pricing rules tab

  4. Click Add pricing rule

You can apply a pricing rule by Product or Category.

Apply Rule by Product

Use product-based rules when pricing needs to vary for specific items.

Required fields:

  • Product

  • UOM (Unit of Measure)

You can then choose one pricing method:

  • Discount (%), or

  • Fixed price

Apply Rule by Category

Use category-based rules to apply pricing across a group of products.

Required fields:

  • Category

You can then choose one pricing method:

  • Discount (%), or

  • Fixed price

Discount vs Fixed Price

Each pricing rule must use one pricing method.

Discount (%)

  • Applies a percentage discount

  • Calculated after price list and flat customer discount

  • You can control how the discount appears on documents

Fixed Price

  • Overrides pricing with a fixed unit price

  • Ignores discounts and price list values

Discount and fixed price are mutually exclusive.

Show Discount on Documents

When using a Discount (%), you can choose whether to show the discount on sales documents.

Show discount ON

  • Displays the original price and discount separately

  • Example:

    • Price: $10.00

    • Discount: 5%

    • Final price shown: $9.50

Show discount OFF

  • Displays only the final discounted price

  • Example:

    • Price shown: $9.50

This setting controls presentation only and does not change the calculated price.

Managing Pricing Rules

From the Pricing Rules tab, you can:

  • View all rules applied to the customer

  • Edit existing rules

  • Delete rules that are no longer needed

Changes apply immediately to future sales orders.

Best Practices

  • Use price lists for broad pricing strategies

  • Use flat customer discounts for simple adjustments

  • Use pricing rules only for targeted exceptions

  • Prefer category rules over product rules when possible

  • Keep pricing rules minimal to avoid complexity

Related Topics

For more information on customer pricing, see:

  • Assign a Price List to a Customer

  • Update a Customer

  • Customer Record Overview

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