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5. Pricing Rules ​

Pricing, then Pricing rules. Rules are how your shop's commercial logic gets written down: volume breaks, negotiated discounts, setup waivers for repeat work. They compose in a fixed order, and every rule that fires is recorded on the quote so you can see why a number came out the way it did.

Pricing rules in priority order with type, scope, target and active badgesThe pricing rules list. A volume break rule is seeded for every new workspace.

Where It Lives ​

PageWhat it's for
Pricing, then Pricing rulesThe list, filtered by type and active state
New pricing ruleAdd a rule
Edit on a rowChange its parameters, scope, priority or dates

The Pipeline ​

Every quote, portal cart, store checkout and kiosk order runs through the same steps, per line:

  1. List price times quantity.
  2. The customer's price list discount, then any customer discount rules in scope.
  3. The first quantity break tier the line reaches.
  4. Decoration cost and setup fee, from the decoration method.
  5. Setup fee waivers.
  6. A coupon and any active promotions, as a document-level discount.
  7. Tax, from your tax scheme.

Two consequences:

  • Discounts reduce the garment price, not the decoration price. To discount decoration, change the matrix on the method or use a quantity break.
  • Tax is last, on everything that remains.

Every fired rule is written to the quote with its name, amount and a plain description such as Volume break: 100+ triggers 0.40 unit reduction. The trail stays on the quote even if you later change or delete the rule.

The Three Rule Types ​

Customer Discount ​

A percentage off the list price of every line, on top of the price list discount.

FieldValue
TypeCustomer discount
Discount percentFor example 12
ScopeWhole shop, One customer or A price list

Use it scoped to One customer for a negotiated deal that does not belong to a band. For a band, put the percentage on the price list itself and do not add a matching rule: both would apply.

Quantity Break ​

A per-unit reduction once a line reaches a quantity.

FieldValue
TypeQuantity break
Quantity tiersRows of Min quantity and Unit reduction (cents), added with Add tier

The first tier the line quantity reaches wins, so order the rows from the largest minimum quantity down. The seeded Global volume break is the template:

Min quantityUnit reduction
10040 cents
5025 cents
2515 cents

A 60-unit line reads down the list, skips the 100 row, hits the 50 row, takes 25 cents off each unit and stops.

Order tiers from the largest minimum down

If the rows were entered ascending, a 60-unit line would hit the 25 row first and stop at 15 cents.

Setup Fee Waiver ​

Removes the setup fee the decoration method added.

FieldValue
TypeSetup fee waiver
Returning customer window (days)For example 90. Blank waives for everyone the rule covers

With 90 days, a customer with an order inside the last 90 days pays no setup again. Leave the window blank with a Valid to date for a "no setup fees this month" promotion.

Scope, Priority and Dates ​

FieldWhat it does
ScopeWhole shop, One customer or A price list
Customer or Price listWhich one, when scoped
PriorityLower numbers run first within their step. Default 100
Valid fromBlank starts immediately
Valid toBlank never expires
Is activeOff disables the rule without deleting it

Two customer discounts in scope both apply, and they compound in priority order: 10% then 5% is 14.5%, not 15%. If you meant one or the other, scope them so they cannot both match.

Adding a pricing rule with the type, scope and parametersAdding a rule. The parameter fields change with the type.

Editing a pricing ruleEditing the seeded volume break rule.

Worked Example: A Club Rate ​

Northside Football Club sits on a Club price list with a 12% discount. Standard volume breaks apply, and repeat work pays no setup.

RuleTypeScopeParametersPriority
Global volume breakQuantity breakWhole shop100 / 40c, 50 / 25c, 25 / 15c50
Returning customer setup waiverSetup fee waiverWhole shop90 days80

A 120-unit two colour screen print on a 14.00 blank, with the seeded screen print matrix:

StepEffectUnit
List price14.00
Club price list, 12%-1.6812.32
Volume break 100+-0.4011.92
Decoration, 2 colours at 100++3.2015.12
Setup fee35.00 once, waived if they ordered inside 90 days
TaxOn the total, at your rate

Testing Your Rules ​

  1. Create a quote for the customer in question and add the lines you sold on a real job.
  2. Compare the total, then read the rules trail on the quote to see which rules fired and by how much.
  3. If a rule you expected did not fire, check in this order: is it active, is it in scope, is it inside its dates, and does the line quantity reach the tier.

Next ​

6. Catalogue and SKUs

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