Pricing
Pricing works out what a customer pays on a sales order: the unit price, discounts, extra charges, tax, delivery and rounding. It runs automatically every time a sales order is saved.
Pricing has no screens of its own. Price lists and pricing rules are set up by an administrator. You see the result on the sales order, where each line has a Breakdown showing exactly which rules applied.
Who this guide is for
- Sales staff: read How a price is worked out and Read the breakdown to understand and explain a price.
- Administrators and pricing managers: also read Price lists, Pricing rules and the setup checklist.
The example used in this guide
Bright Home Supplies sells to Café Aroma (CUST-0042), continuing the Sales
guide.
| Product | Price setup |
|---|---|
| Ceramic Mug (Standard) | Wholesale price list: 4.50 each, 4.20 each from 50 |
| Cotton T-shirt (Blue, Large) | No price-list entry; general base price 12.00 |
| Rule | Value |
|---|---|
| Customer discount for Café Aroma | 5% on everything |
| Volume discount on mugs | 3% from 50 |
| November promotion on mugs | 10%, 1–30 November |
| Gift-box surcharge on mugs | 0.25 per mug |
| Tax | 20% |
| Freight | 8.00 per order |
| Rounding | to the nearest 1.00 on the order total |
From order line to order total
Manual discounts typed by a salesperson are applied on top and may need approval: see Sales: pricing and approvals.
Key terms
| Term | Meaning | Example |
|---|---|---|
| Price list | A list of unit prices for products, in one currency, possibly for one customer, unit or warehouse | WHOLESALE-2026 |
| Price-list item | One product's price on a list, from a quantity | Ceramic Mug 4.50 from 1; 4.20 from 50 |
| Pricing rule (condition record) | A rule such as a base price, discount, surcharge, tax, freight or rounding | 5% customer discount for Café Aroma |
| Rule type | What the rule does | CUSTOMER_DISCOUNT |
| Value type | Percentage, fixed amount, or price | Percentage 5 |
| Pricing date | The date prices are looked up for: the order date | 12 Nov 2026 |
| Breakdown | The list of rules applied to an order line | Customer discount −9.00 |
Next: How a price is worked out.