Set prices for each customer and order size

Core Dynamic Pricing Capabilities

Configure how prices are selected, when lists are active, and which customer or quantity rules apply, while keeping explicit overrides and recorded results reviewable.

• Ordered pricing rules Define fixed-price, percentage-discount, cost-plus, or tiered rules for all products, one category, or one product, with priority deciding which matching rule is used first.
• Customer-specific price lists Assign an active price list directly to a customer or to a customer type, while supported B2B flows can resolve an active contract price before the assigned list.
• Volume breaks Set minimum and optional maximum quantities for each tier, with a fixed price, percentage discount, or cost-plus value for the matching quantity range.
• Scheduled price windows Set optional start and end dates on a price list so the resolver considers it only while the active date window applies.
• Explicit overrides and price resolution history Keep manually selected document lists and typed line prices explicit, and review product, customer, quantity, price, source, rule, context, and time for saved pricing resolutions.
• Cost-aware rule review Configure cost-plus markups and percentage discounts, then compare Test Price results and saved resolution history with current product costs before relying on a price.

Frequently Asked Questions

How does the rule-based pricing engine work?

Each active price list contains ordered rules. A rule can apply to all products, one category, or one product and can return a fixed price, a percentage discount from its baseline, a cost-plus price, or a quantity-tier result. The first matching active rule in the selected list supplies the resolved price.

Can I assign a price list to one customer or a customer type?

Yes. A price list can be assigned directly to a CRM customer or to a customer type. The resolver uses the available assignment and list priority for the requested customer, while a document-level selection can explicitly choose a list on supported quotes and invoices.

How do volume breaks work?

A tiered rule contains quantity ranges. Each range has a minimum quantity, an optional maximum quantity, and its own fixed-price, percentage-discount, or cost-plus calculation. The resolver selects the range containing the requested quantity.

Can I schedule when a price list applies?

Yes. Set an optional start date, end date, or both on a price list. An active list outside that date window is skipped when the requested price is resolved.

What does price history record?

Price history records resolved pricing activity, including product, customer when present, quantity, list and unit prices, source list and rule, workflow context, and time. This lets a team trace which configured source supplied a price.

How do margin guardrails work?

Cost-based markup and discount rules provide configurable, reviewable controls around recorded product costs and baseline prices. Test Price and price history expose the resolved inputs and output; teams should keep costs and rules current and review the result for their own margin requirements.