Home > SI 2017 Documentation > User Guide > Catalog > Product Explorer > Editing Products > Price Rules

Price Rules

Table of contents

Feature

 

The Price Rules feature in SI 2017 allows you to create rules to apply to Products/Labor Items in your SI 2017 Catalog or Projects to change any pricing fields. Price Rules can be saved for re-use. 

 

Price Rules are global, meaning that they will be shared with all users automatically.

 

Details

 

When you click the [Price Rules] button you can create or apply Price Rules to all your Products/Labor Items or just the ones you have selected in the grid. Once clicked, the Price Rules form opens:

 

 

Here you can add/edit/delete your Price Rules.

 

 

When creating a Price Rule you will choose the following (depending on your Operation selection): Destination Field, Destination Price Type, Source Field, Source Price Type, Operation, and Value.

 

The fields available for the Destination Field varies depending on whether you are in the Project Explorer or in the Project Editor.

 

Destination Fields (Project Explorer) Destination Fields (Project Editor) Source Fields
MSRP MSRP MSRP
Unit Cost Unit Cost Unit Cost
Unit Price Unit Price Unit Price
Margin Margin  
Markup Markup  
  Discount  

 

In the example shown below I am setting my Unit Price for my Retail Price Type by adding 35% to the Unit Cost for my Retail Price Type:

 

 

Note: I named my Price Type A to be "Retail".

 

By default the name of the Price Rule be the formula but you create but you can uncheck the following option and name the Rule whatever you wish:

 

 

 

 

Click the [Apply Rule] button to apply the price change to the selected Products/Labor Items and/or the [Save Rules] button to save a rule for future use.

 

Price Rules within the Project Editor have one additional option on the form to display rounding options after applying a rule:

 

Last modified
13:07, 20 Feb 2017

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