Pricing rules

Who: administrators (maintained by an administrator or support; no screen yet).

A pricing rule (condition record) adds, takes away or sets an amount. Each rule has a type, a value, and optional filters saying where it applies.

Rule types

Type	Effect	When	Example
BASE_PRICE	Sets the unit price	Step 1	Café Aroma mugs 4.10
CUSTOMER_DISCOUNT	Discount	Step 2, added to other discounts	5% for Café Aroma
VOLUME_DISCOUNT	Discount	Step 2	3% from 50 mugs
PROMOTION_DISCOUNT	Discount	Step 2	10% Black Friday, 27–30 Nov
SURCHARGE	Charge before tax	Step 3	Gift box 0.25 per mug
TAX	Tax on the taxable amount	Step 4	VAT 20%
FREIGHT	Charge once per order	Step 5	8.00 per order
ROUNDING	Rounds the order total	Step 6	Nearest 0.05

Rule fields

Field	Meaning	Example
Name	Shown in the breakdown	November mug promotion
Value type	Percentage, Fixed amount (per unit; per order for freight), or price	Percentage
Value	The number	10
Currency	For fixed amounts	GBP
Product, Variant	Optional filters	Ceramic Mug
Customer, Business unit, Warehouse	Optional filters	(blank)
Minimum quantity, Maximum quantity	Optional quantity range	50 / (none)
Valid from, Valid to	Optional dates	2026-11-01 / 2026-11-30
Priority	Tie-breaker: lower first. Default 100	100
Active	Inactive rules are ignored	Yes

Blank filters mean "any". A rule with no product applies to every product.

Which rule wins

For each rule type, only one rule applies to a line: the best match.

Specificity points for each filter that matches the order:

Filter matched	Points
Customer	30
Variant	20
Product	10
Business unit	5
Warehouse	5

Example: three CUSTOMER_DISCOUNT rules match a Café Aroma mug line:

Rule	Filters	Points	Priority	Used?
All customers 2%	none	0	100
Café Aroma 5%	Customer	30	100	Yes
Café Aroma mugs 7%	Customer + Product	40	100	Yes, if it exists: it beats the 5% rule

Because each type gives only one rule, a customer discount and a promotion both apply (different types), but two promotions never stack.

Examples

Goal	Rule
5% off everything for one customer	CUSTOMER_DISCOUNT, Percentage 5, Customer = Café Aroma
3% off mugs from 50	VOLUME_DISCOUNT, Percentage 3, Product = Ceramic Mug, Min quantity 50
10% off mugs in November	PROMOTION_DISCOUNT, Percentage 10, Product = Ceramic Mug, 1–30 Nov
2.00 off each T-shirt	CUSTOMER_DISCOUNT, Fixed amount 2.00, Product = Cotton T-shirt
0.25 gift box per mug	SURCHARGE, Fixed amount 0.25, Product = Ceramic Mug
VAT 20%	TAX, Percentage 20
Free delivery from one warehouse	FREIGHT, Fixed amount 0, Warehouse = Leeds (priority 10) and a general FREIGHT 8.00
Round totals to 5p	ROUNDING, Fixed amount 0.05

Next: Setup checklist.