Pricing Rules

Automate quote pricing with configurable rules.

Overview

Pricing rules automatically calculate discounts based on:

Order quantity
Order value
Customer group
Product categories
Customer history

Rule Configuration

Sales >B2B Quotes > Pricing Rules

Create New Rule

Click "Add New Rule"
Configure conditions
Set discount action
Save rule

Rule Structure

Basic Settings

Field	Description
Name	Rule identifier
Description	Rule purpose
Status	Active/Inactive
Priority	Processing order (lower = first)
Store Views	Applicable stores

Conditions

Define when the rule applies:

Condition Type	Example
Quantity	If qty >= 100
Subtotal	If subtotal >= 5000
Customer Group	If group = Wholesale
Category	If product in category X
SKU	If SKU matches pattern

Actions

Define the discount:

Action Type	Description
Percent Off	Percentage discount off original price (`by_percent`)
Fixed Off	Fixed discount per unit (`by_fixed`)
To Percent	Adjust price to X% of original (`to_percent`)
To Fixed Price	Adjust price to a fixed unit price (`to_fixed`)

Example Rules

Volume Discount

Name: Volume Discount 10% Condition: Quantity >= 50 Action: 10% discount

Wholesale Pricing

Name: Wholesale Tier Condition: Customer Group = Wholesale AND Subtotal >= 1000 Action: 15% discount

Category Discount

Name: Clearance Extra Discount Condition: Category = Clearance Action: Additional 5% off

Tiered Pricing

Quantity	Discount
10-49	5%
50-99	10%
100-499	15%
500+	20%

Rule Priority

Rules are processed by priority:

Lower number = higher priority
First matching rule wins (by default)
Can configure to stack discounts via b2bquote/pricing_rules/can_stack_rules

Rule Application

Automatic Application

When quote is reviewed:

System evaluates conditions
Matching rules are applied
Prices are updated automatically

Manual Override

Admins can:

Override automatic pricing
Add additional discounts
Remove rule discounts

Rule Reports

Track rule effectiveness:

Usage Count: How often applied
Discount Given: Total discount amount
Affected Quotes: Quotes using rule

Best Practices

Clear Naming: Use descriptive rule names
Test Rules: Verify with sample quotes
Set Priorities: Ensure correct processing order
Regular Review: Update rules for business changes
Document Logic: Keep records of pricing strategy

Screenshot placeholder: pricing rule editor (conditions/actions)
File: ./_screenshots/admin-pricing-rule.png