Pricing Rules
In ERPNext, a pricing rule is used to create personalised rules for offering discounts, margins, or special pricing based on a variety of criteria, such as products, clients, quantities, or time periods. Businesses can manage flexible pricing more easily without having to manually change each transaction thanks to it.
1. Purpose
Apply markups or discounts automatically.
Make rules according to products, item groups, or categories.
Control special prices for specific clients, vendors, or clientele.
Set up discounts based on time or quantity.
Utilise coupon codes to manage promotions.
2. How to Access
Go to:
ERPNext > Purchasing/Selling > Price Rule
Alternatively, type "Pricing Rule" into the search bar.
3. Creating a Pricing Rule
In order to establish a new pricing rule:
Go to Pricing Rule > New.
Enter the following details:
Basic Information
Title: Your rule's abbreviated name, such as Summer Discount 2025.
Apply On: Choose whether to apply based on the price list, brand, item code, or item group.
Price or Product Discount: Choose if the rule changes Price or discounts the Product.
Party Information: Choose if the rule applies to purchases, sales, or both.
Conditions of Quantity and Amount
Min/Max Quantity: Indicate the range of quantities for which this rule will be used.
Min/Max Amount: Discount only if the amount of the transaction is within these boundaries.
Settings for the Period
Valid From / Valid Upto: Define the rule's validity period.
Company & Currency: Decide which company and currency the rule will apply to.
Settings for Margin
Choose between an amount or a percentage for the margin type.
Margin Rate/Amount: Determine the margin that will be applied above the cost price.
Price Discount Scheme
Choose between a discount amount or a discount percentage.
Enter the discount value.
For Price List: Decide which price list this rule should be applied to.
4. Example
For August 2025, if you would like to give a 10% discount on all orders over £1,000:
Title: August Discount for Large Purchases
Apply On: Item Group = All Items
Minimum Amount: 1,000
10% off
Valid as of January 8, 2025
Valid until August 31, 2025
All sales orders, quotes, or invoices that meet these requirements will automatically be eligible for this discount from the system.