1. SCM (Supply Chain Management)
  2. Item Record Management
  3. Advanced Pricing
  4. Editing a Price Rule

Editing a Price Rule

You can edit a price rule by:

To open a price rule for editing:

  1. Go to Lists > Accounting > Price Rules.

  2. From the list, select the price rule.

  3. Click Edit.

Note:

You can only create, edit, or delete price rules if you have Administrator permissions. This restriction ensures that pricing data remains secure and accurate.

Adding Items to a Price Rule

You can add items to a price rule at any time.

Note:

Only items that have a price defined for the item at the selected price level are available to select.

To add items to a price rule:

  1. Open the price rule for editing.

  2. To add items one at a time:

    1. On the Items tab, click Apply to Selected Items Below.

    2. Select a currency.

    3. From the list in the Item column, select the item you want to add.

    4. Click Add.

  3. To add multiple items:

    1. On the Items subtab, click Add Multiple.

      On the Add Multiple items window, you can:

      • narrow the search by selecting an item type from the top field

      • further narrow the search by selecting a page name from the next field

      • start typing an item name into the search bar

    2. To select an item, click the arrow beside it.

      The arrow changes to a check, and the item name is copied to the list on the right.

    3. When finished selecting items, click Add Items.

  4. Click Save.

Adding Customers to a Price Rule

Price rules can apply to all customers or specified customers only. As soon as you add one or more customers to a price rule, the rule is restricted to specified customers only. You can add one or more customers to a rule at any time.

To add customers to a price rule:

  1. Open the price rule for editing.

  2. On the Customers tab, click Apply Only to Selected Customers.

  3. To add customers one at a time, on the Customers subtab:

    1. From the Customer Name list, select the customer you want to add.

    2. Click Add.

  4. To add multiple customers:

    1. On the Customers subtab, click Add Multiple.

      On the Add Multiple Customers window, you can:

      • narrow the search by selecting a page name from the top field

      • start typing a customer name into the search bar

    2. To select a customer, click the arrow beside it.

      The arrow changes to a check, and the customer name is copied to the list on the right.

    3. When finished selecting customers, click Add.

  5. To add a group of customers, on the Customer Groups subtab:

    1. From the Customer Group list, select the customer group you want to add.

    2. Click Add.

  6. When you're finished adding customers, click Save.

Related Topics

General Notices