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