Price list settings contain three configuration tabs that control how pricing is calculated and organized in your system. Two of the are described here.
Price rules determine how prices are calculated for products in your price lists. Several built-in methods are available:
- No calculations performed
- Used when prices are set manually in admin tool, imported from external sources, or via Excel
- Overrides inheritance and doesn't work with rounding
- Default price is zero if not explicitly set on each product
Two standard price rule options:
- Percentage rebate/discount: Applies percentage-based discounts (subject to rounding rules)
- Fixed amount discount: Applies fixed amount discounts (no rounding applied)
Both methods:
- Work with price list inheritance
- Support negative values (adds to the price instead of discounting)
- Example: Use -5% to add 5% markup for international sales
- Use recommended price: Takes percentage discounts, references recommended price field
- Use catalog price: Takes percentage discounts, references catalog price field
Four cost-based calculation methods:
- Cost plus (purchase cost)
- Cost plus (unit cost)
- Margin (purchase cost)
- Margin (unit cost)
Fallback rules: If primary cost field is zero, system falls back to:
- Alternative cost field
- Sale price is set to 0.00
To manage price rules in the admin interface:
- Adding methods: Click the Add button (top right), select desired methods using checkboxes, then click Add and Save
- Removing methods: Click the X to the right of any method in the list, then click Save
Important notes:
- Only activated price rules appear in dropdown lists on price lists and product pricing tabs
- Available methods depend on your license (e.g., PIM-only licenses are limited to Fixed Price method)
Price list types provide classification for organizing different price lists. These built-in types serve multiple purposes:
- Organize price lists by usage (standard, campaigns, agreement, etc.)
- Improve price list management and organization
Price list types enable specific functionality:
Rounding Rules
- Configure different rounding rules per price list type
- Example: Standard rounding for regular price lists, different rounding for campaigns
Company Discounts
- Price list types integrate with company discount functionality
- Enables type-specific discount behaviors
Managing price list types follows the same process:
- Adding types: Click Add, search through the list, select using checkboxes, click Add, then Save
- Removing types: Click the X to the right of any type in the list, then Save
See related articles for detailed information about cost-based pricing methods and company discounts.