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Adding Price Rules for Products and Labor Items

How to add Price Rules for Products and Labor Items

A
Written by Ashok P
Updated over a month ago

The Price Rules feature in the Product Explorer allows you to create, manage, and apply formulas to products and labor items in your SI catalog or projects to change any pricing-related fields.

You can also apply Price Rule Groups.

Click here for details on creating and managing Product Price Rules.

applying price rules.png

You can also apply Price Rules to labor items in your Labor Explorer.

Click here for details on creating and managing Labor Price Rules.

You can apply price rules to all products you have filtered or those selected.

The following form will open where you can select a price rule or a price rule group (a similar form will open when applying price rules to labor items in your Labor Explorer).

price rules in product explorer.png

When you apply a price rule to products where the unit cost changes, you will be prompted to choose your Price Settings.

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Price rules within the Project Editor can be applied via the Update button.

price rules project editor.jpg

There is an additional option on the form when updating Product Price Types to display rounding options after applying a rule.

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This will open a form allowing you to choose how to round the values calculated by the price rule.

rounding options.png
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