This Help Article covers:
General/Overview:
A Sales Invoice or Quote's Default Pricing Rule “Looks Up” to the above setting locations until they find a location where the Price Rule has been “Set” (the uppermost setting being at Company Settings). I.E:
Sales Invoices and/or Quote/Variations look up to the Job,
Jobs look up to the Customer, and
Customers look up to Company Settings
Once "Set" at a location other than Company Settings, this then becomes the Default for that Sales Invoice or Quote at all locations below that.
If the selection text at the location is:
Grey - The setting at that location is “Looking Up” to a setting above, and
Black – The setting at that location has been “Set”
⚠️ 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 Sales Invoice or Quote can be overridden at the Sales Invoice or Quote at the time of using.
To Set Default/Edit Pricing Rules at Company Settings
Quick Flow:
Company Settings Side Menu
Defaults Top Tab
Customers Expandable Section
Price Rules > Select Default
[SAVE]
1. From the Side Menu, Press Company Settings, then Press the Defaults Top Tab to display the Customers Expandable Section
2. From the Customers Expandable Section, for each feature, Press the Pricing Rules field Dropdown, then Select a Default Pricing Rule for that feature
3. When finished [SAVE]
To Set Default/Edit Pricing Rules at Customer or Job
To Set the Default/Edit Pricing Rules at a Customer or Job, find the fields on the Customer and/or Job, Select then Save
Customer > More Details Section
Job > More Details Section > Additional Details
Examples
In the below example, Quote is 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, Quote is 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. The text should change to grey and display the Price Rule of the Setting above being followed.
