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Creating a pricing rule

Create pricing rules to automate price calculations at checkout. A rule defines a strategy (discount, markup, markup range, margin, or margin range), the products/customers it targets, and optional scheduling and stacking behavior. Start simple with one strategy, then layer additional rules as your pricing model matures.

Price Rules list

Open the create dialog​

  1. Go to Products → Price Rules.
  2. Click + Add rule to open the create dialog.

Configure basics​

  • Price Rule Name – A descriptive label that makes audits easy (include scope and timeframe).
  • Pricing strategy – Choose between Discount, Markup, or Markup Range.
  • Discount % / Markup % / Margin % – Set the value based on the chosen strategy. For Markup Range / Margin Range, you will add one or more ranges later.

Add targets​

Rules are powerful because they can be as narrow or as broad as needed. Scope the rule to any combination of:

  • Products – Add specific products.
  • Product Groups – Add groups to cover many products at once.
  • Customers – Add individual customers.
  • Customer Groups – Add groups to apply to many accounts at once.
  • Excluded distributors – Add a list of specific distributors that should be excluded from the price calculation.

Targets

Schedule and options​

  • Period – Optionally add a validity period (From/To). Great for campaigns.
  • Active – Toggle to activate or disable the rule without deleting it.
  • Allow discount stacking – When enabled, multiple matching rules can apply together. When disabled, only the single highest‑impact rule applies.
  • Excluded distributors – For Distributor Mode products, select distributors that should not be used by the rule.

Click Create to save the rule. You can revisit and edit rules at any time; changes apply immediately.