This Help Article covers:

Default Pricing Rules “Look Up” to the above setting location until they find a location where the selection has been “Set” (the uppermost setting being at Company Settings). I.E. Sales Invoice and/or Quote/Variations look up to the Job, Jobs looks up to Customer, Customers looks up to Company Settings.

Once "Set" at a location other than Company Settings, this then becomes the Default for that feature at all locations below that.

If the selection text at the location is:

⚠️ NOTE: To Create or Edit a Pricing Rule, see the Help Article: "Pricing Rules (Add – Edit)"

⚠️ NOTE: Any setting/editing of the Pricing Rule "Above" will not overwrite any "Set" selection(s) below.

💡 TIP: The Default Pricing Rule for a feature can be overridden at the feature at the time of using. I.E. Invoicing, Quoting or adding a Variation.

Quick Flow:

1. From the Side Menu, Press Company Settings

2. From Company Settings, Press the Defaults Top Tab to display the Customers Expandable Section

3. From the Customers Expandable Section, Press each Pricing Rules field's Dropdown, then Select a Default Pricing Rule for that field

4. When finished [SAVE]

To Set the Default/Edit Pricing Rules at a Customer or Job, find the fields on the Customer and/or Job, Select then Save

In the below example, Quotes are looking Up to Company Settings (the uppermost location) as the Default has not been "Set" at any lower locations (Grey Text)

In the below example, Quotes are looking Up to the Customer as the Default has been "Set" at the Customer for that Customer (Black Text)

💡 TIP: To reset a Price Rule to follow the Setting above, Press the “X” of the Pricing Rule Field.