Pricing Rule
Overview
Pricing Rule – Business Overview
What the Pricing Rule is used for
The Pricing Rule is used to automatically control how prices, discounts, or markups are applied to products and services in Dafater. Instead of manually adjusting prices for every customer or transaction, this document allows businesses to define clear pricing conditions in advance.
With Pricing Rules, companies can:
- Offer customer-specific or segment-based pricing
- Run promotions and special discounts
- Apply bulk or volume-based discounts
- Control seasonal or time-bound pricing strategies
- Ensure consistent pricing across sales channels
In short, the Pricing Rule helps businesses sell at the right price, to the right customer, at the right time.
Prerequisites and setup requirements
Before using the Pricing Rule, the following should already be in place:
- Products or services must be defined in Dafater
- Standard selling or buying prices should be available as a base
- Customer records, customer groups, or market segments should be set up
- Basic sales documents (such as quotations or invoices) should be in regular use
Having a clear pricing strategy internally is also important, as Pricing Rules reflect business decisions, not just system settings.
Typical workflow and how it fits into business processes
Define the pricing strategy
The business decides when special pricing should apply (for example, bulk discounts, preferred customer pricing, or promotional offers).Create a Pricing Rule
The rule is created with conditions such as:- Which products or categories it applies to
- Which customers or customer groups are eligible
- Minimum quantity or order value
- Validity period (start and end dates)
Automatic application during transactions
When a sales transaction is created, Dafater automatically checks applicable Pricing Rules and applies the correct price or discount.Review and adjustment
Pricing Rules can be updated, paused, or replaced as business conditions change.
This workflow ensures pricing decisions are applied consistently without manual intervention.
Key business scenarios where Pricing Rule is essential
Customer-specific pricing
Offering negotiated rates to key customers or long-term partners.Promotional campaigns
Running limited-time discounts during festivals, sales events, or product launches.Bulk and volume discounts
Encouraging larger orders by reducing unit prices when quantity thresholds are met.Market or region-based pricing
Applying different pricing strategies for different markets or customer segments.Seasonal pricing control
Increasing or decreasing prices based on demand cycles.
Important considerations for users
- Clarity of rules: Overlapping Pricing Rules can cause confusion. Keep rules clear and well-defined.
- Validity periods: Always set start and end dates to avoid outdated discounts applying unintentionally.
- Impact on margins: Regularly review how Pricing Rules affect profitability.
- Testing before use: Verify that rules behave as expected in real sales scenarios.
- Documentation and ownership: Ensure sales and finance teams understand which Pricing Rules are active and why.
Summary
The Pricing Rule is a powerful business tool in Dafater that automates pricing decisions, supports strategic sales initiatives, and ensures consistency across transactions. When used thoughtfully, it helps businesses remain competitive while maintaining control over revenue and margins.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Naming Series | Select | PRLE-.#### | Auto-generated Dafater identifier series for pricing rules | |
| title | Title | Data | ✓ | - | Short business title describing the pricing rule purpose |
| disable | Disable | Check | - | Disable this pricing rule from being applied in Dafater | |
| apply_on | Apply On | Select | ✓ | , Item Code, Item Group, Brand, Transaction | Define whether rule applies on item, group, brand, or transaction |
| priceorproduct_discount | Price or Product Discount | Select | ✓ | Price, Product | Choose between price adjustment or free product discount |
| warehouse | Warehouse | Link | Warehouse | Restrict pricing rule applicability to a specific Dafater warehouse | |
| items | Apply Rule On Item Code | Table | Pricing Rule Item Code | Specific item codes eligible for this pricing rule | |
| item_groups | Apply Rule On Item Group | Table | Pricing Rule Item Group | Item groups eligible for this pricing rule | |
| brands | Apply Rule On Brand | Table | Pricing Rule Brand | Brands eligible for this pricing rule | |
| mixed_conditions | Mixed Conditions | Check | - | Allow combining multiple item, group, or brand conditions | |
| is_cumulative | Is Cumulative | Check | - | Allow this rule to stack with other pricing rules | |
| couponcodebased | Coupon Code Based | Check | - | Apply rule only when valid coupon code is used | |
| applyruleon_other | Apply Rule On Other | Select | , Item Code, Item Group, Brand | Apply rule based on another item, group, or brand | |
| otheritemcode | Item Code | Link | Item | Reference item triggering pricing benefit on target items | |
| otheritemgroup | Item Group | Link | Item Group | Reference item group triggering pricing benefit | |
| other_brand | Brand | Link | Brand | Reference brand triggering pricing benefit | |
| selling | Selling | Check | - | Enable this pricing rule for sales transactions | |
| buying | Buying | Check | - | Enable this pricing rule for purchase transactions | |
| applicable_for | Applicable For | Select | , Customer, Customer Group, Territory, Sales Pa... | Define customer, supplier, or campaign applicability | |
| customer | Customer | Link | Customer | Specific customer eligible for this pricing rule | |
| customer_group | Customer Group | Link | Customer Group | Customer group eligible for this pricing rule | |
| territory | Territory | Link | Territory | Sales territory where pricing rule applies | |
| sales_partner | Sales Partner | Link | Sales Partner | Sales partner eligible for this pricing rule | |
| campaign | Campaign | Link | Campaign | Marketing campaign linked to this pricing rule | |
| supplier | Supplier | Link | Supplier | Specific supplier eligible for purchase pricing rule | |
| supplier_group | Supplier Group | Link | Supplier Group | Supplier group eligible for purchase pricing rule | |
| min_qty | Min Qty (As Per Stock UOM) | Float | - | Minimum quantity required to trigger pricing rule | |
| max_qty | Max Qty (As Per Stock UOM) | Float | - | Maximum quantity allowed for pricing rule applicability | |
| min_amt | Min Amt | Currency | currency | Minimum transaction amount required for this rule | |
| max_amt | Max Amt | Currency | currency | Maximum transaction amount eligible for this rule | |
| same_item | Same Item | Check | - | Apply free item benefit on the same item purchased | |
| free_item | Free Item | Link | Item | Item provided free or discounted under this rule | |
| free_qty | Qty | Float | - | Quantity of free item granted | |
| freeitemrate | Free Item Rate | Currency | - | Rate applied to free item if partially charged | |
| freeitemuom | UOM | Link | UOM | Unit of measure for free item quantity | |
| roundfreeqty | Round Free Qty | Check | - | Round calculated free quantity to nearest whole number | |
| dontenforcefreeitemqty | Don't Enforce Free Item Qty | Check | - | Allow free item quantity flexibility beyond calculated amount | |
| is_recursive | Is Recursive | Check | - | Repeat free item calculation for higher quantities | |
| recurse_for | Recurse Every (As Per Transaction UOM) | Float | - | Quantity interval for repeating free item benefit | |
| applyrecursionover | Apply Recursion Over (As Per Transaction UOM) | Float | - | Maximum quantity over which recursion applies | |
| valid_from | Valid From | Date | - | Start date for pricing rule validity | |
| valid_upto | Valid Upto | Date | - | End date for pricing rule validity | |
| company | Company | Link | Company | Company for which this pricing rule is applicable | |
| currency | Currency | Link | ✓ | Currency | Currency used for rates and discounts |
| margin_type | Margin Type | Select | , Percentage, Amount | Define margin as percentage or fixed amount | |
| marginrateor_amount | Margin Rate or Amount | Float | - | Margin value applied based on selected margin type | |
| rateordiscount | Rate or Discount | Select | , Rate, Discount Percentage, Discount Amount | Choose whether rule sets rate or discount | |
| applydiscounton | Apply Discount On | Select | Grand Total, Net Total | Define whether discount applies on net or grand total | |
| rate | Rate | Currency | currency | Fixed item rate applied by this pricing rule | |
| discount_amount | Discount Amount | Currency | currency | Flat discount amount applied by this rule | |
| discount_percentage | Discount Percentage | Float | - | Percentage discount applied by this pricing rule | |
| forpricelist | For Price List | Link | Price List | Price list on which this pricing rule applies | |
| condition | Condition | Code | PythonExpression | Custom Dafater condition controlling rule execution | |
| applymultiplepricing_rules | Apply Multiple Pricing Rules | Check | - | Allow multiple pricing rules to apply together | |
| applydiscounton_rate | Apply Discount on Discounted Rate | Check | - | Apply discount on already discounted rate | |
| threshold_percentage | Threshold for Suggestion (In Percentage) | Percent | - | Percentage threshold for pricing suggestion warnings | |
| validateappliedrule | Validate Applied Rule | Check | - | Validate pricing rule before applying to transaction | |
| rule_description | Rule Description | Small Text | - | Detailed business explanation of pricing rule logic | |
| has_priority | Has Priority | Check | - | Enable priority-based evaluation of pricing rules | |
| priority | Priority | Select | , 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14... | Execution priority when multiple pricing rules exist | |
| pricingrulehelp | Pricing Rule Help | HTML | - | Guidance content explaining pricing rule usage | |
| promotionalschemeid | Promotional Scheme Id | Data | - | External or internal identifier for promotional scheme | |
| promotional_scheme | Promotional Scheme | Link | Promotional Scheme | Linked promotional scheme governing this pricing rule |
Child Tables
Apply Rule On Item Code (Pricing Rule Item Code)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_code | Item Code | Link | Item | Specific item this Dafater pricing rule applies to. | |
| uom | UOM | Link | UOM | Unit of measure for item pricing under this Dafater rule. |
Apply Rule On Item Group (Pricing Rule Item Group)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_group | Item Group | Link | Item Group | Item group this pricing rule applies to in Dafater. | |
| uom | UOM | Link | UOM | Unit of measure for pricing within Dafater item group. |
Apply Rule On Brand (Pricing Rule Brand)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| brand | Brand | Link | Brand | Brand to which this pricing rule applies in Dafater. | |
| uom | UOM | Link | UOM | Unit of measure applicable for brand-based pricing calculation. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ||
| Purchase Manager | ✓ | ✓ | ✓ | ✓ | ||
| Website Manager | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Coupon Code | Linked from | Accounts |
| Brand | Links to | Setup |
| Campaign | Links to | CRM |
| Company | Links to | Setup |
| Currency | Links to | Geo |
| Customer | Links to | Selling |
| Customer Group | Links to | Setup |
| Item | Links to | Stock |
| Item Group | Links to | Setup |
| Price List | Links to | Stock |
| Promotional Scheme | Links to | Accounts |
| Sales Partner | Links to | Setup |
| Supplier | Links to | Buying |
| Supplier Group | Links to | Setup |
| Territory | Links to | Setup |
| UOM | Links to | Setup |
| Warehouse | Links to | Stock |