Pricing Rules and Automated Channel Pricing
Availability depends on your plan and your role.
Pricing lets you set your selling and buying prices once, so the right price and the right discount are filled in automatically whenever you raise a quotation, a sales order, or a purchase document. Instead of remembering that a wholesale customer gets a special rate, or that bulk orders earn a discount, you record the rule here and Bizconnekt applies it for you.
What can you do with Pricing?
You set up rules that decide the price and discount for an item, and Bizconnekt applies the best-matching rule at the moment you sell or buy. A single feature covers four everyday needs:
- Special prices for particular customers — give a specific customer, or all customers, an agreed rate for an item.
- Volume (quantity-slab) discounts — the more they buy, the bigger the discount, in the bands you define.
- Early-payment discounts — reward customers who pay quickly with an extra percentage off.
- Date-limited pricing — a rule starts on a date and can end on a date, so seasonal or promotional prices switch on and off on their own.
You can set prices in two directions: Sales (the price you charge customers) and Purchase (the rate you expect from suppliers).
How does a pricing rule work?
You describe who the rule is for, which item and sales channel it covers, the price, the discounts, and the dates it is valid. When someone later picks that customer and item on a document, Bizconnekt finds the active rule and fills the price in.
| Part of a rule | What it decides |
|---|---|
| Direction | Whether it sets a selling price (customers) or a buying rate (suppliers) |
| Customer or supplier | Who gets this price — one party, or everyone |
| Item | Which product or service the price is for — one item, or all |
| Channel | Which sales route it applies to (for example online, retail, wholesale) |
| Price | The unit price for the item |
| Volume discount | Extra discount as the quantity crosses the bands you set |
| Early-payment discount | Extra discount when the customer pays within a set number of days |
| Validity dates | When the rule starts, and when (if ever) it ends |
A real example
Say your wholesale customers should get 5% off once they order more than 100 units, and 2% more if they pay within 7 days. You would create one Sales pricing rule for the item, set the volume band so that quantities above 100 earn 5%, add an early-payment band that gives 2% for payment within 7 days, and set the start date.
From then on, whenever you quote or sell that item to a wholesale customer, the 5% applies automatically on qualifying quantities, and the 2% early-payment reward is offered on the terms you set — with no manual calculation.
Where does the price show up?
Once a rule is active, the price flows straight into the documents your team raises every day:
- On a quotation, choosing the customer and item fills in the agreed price and shows the discounts they qualify for.
- On a sales order, the same price carries through, so what you quoted is what you sell.
- For the Purchase direction, your agreed supplier rate is suggested when you buy that item.
Your team can still adjust a line if they need to — pricing gives them the right starting number instead of a blank field.
Who uses this?
| Role | How they use Pricing |
|---|---|
| Business owner / manager | Sets the price lists and discount policy for the whole business |
| Sales team | Quotes and sells at the correct, pre-approved prices without recalculating |
| Purchase team | Buys at agreed supplier rates |
| Finance | Relies on consistent, recorded pricing across every document |
Getting started
| Task | Guide |
|---|---|
| Set up a new pricing rule | Add a pricing rule |
| Find, review, and edit rules | Manage pricing rules |
Related guides
- Add a pricing rule — step-by-step setup
- Manage pricing rules — find, filter, and edit
- Items — the products and services you price
- Quotations — where prices appear when you quote
- Sales Orders — where prices carry through to the sale
- Customers — the customers a rule can target
Need help? Contact support at support@bizconnekt.com