Apply Pricing Rules

At CGIC, we use Pricing Rules to take the guesswork out of giving discounts and special pricing. Whether it’s offering bulk deals, customer-specific pricing, or limited-time promotions, pricing rules help ensure our sales team stays consistent and compliant with approved rates.

Prerequisites

Before you set up a pricing rule, make sure:

• You have permission to access the Pricing Rule module.
• You know which item(s), customer(s), or customer group the rule should apply to.
• You have clarity on the type of pricing: discount, price override, or special rate.
• The rule has been reviewed and approved by your Sales or Finance team if required.

Step 1: Creating a Pricing Rule

1. Go to the Pricing Rule Module

• Navigate to Selling > Pricing Rule.
• Click New to create a new rule.

2. Give the Rule a Clear Title

Example: Retail Discount – 10% off for Product X

3. Set Conditions

Here’s where you define who and what the rule applies to:

Field	Example
Apply On	Item, Item Group, Brand
Item Code	(if applicable) Product X
Customer or Customer Group	e.g., Retail, Gold Members
Price List	Typically “Selling”
Valid From / Valid To	Optional for limited-time offers

4. Define the Rule Logic

You can choose one of the following:

Option	What It Does
Discount Percentage	Reduces the price by a fixed %
Price Discount Amount	Reduces price by a fixed value (e.g., ₦500 off)
Rate (Override Price)	Replaces the default price with a new rate

Optional fields for bulk or tiered pricing:

• Minimum Quantity
• Maximum Quantity

You can create multiple rules for different customer tiers, date ranges, or purchase volumes.

Step 2: Managing Pricing Rules

Once you’ve created your rules, CGIC’s system helps you keep them organized and easy to maintain.

To View or Edit Rules:

• Go to Selling > Pricing Rule List
• Filter by:
  • Active/Expired
  • Customer Group
  • Item/Item Group
• Click any rule to edit or review

To Deactivate a Rule:

• Open the rule and uncheck “Enable”
• This prevents the rule from applying without deleting the record

Clean up expired rules quarterly to avoid accidental application of outdated discounts.

Step 3: Applying Pricing Rules Automatically

Once set up, pricing rules are applied automatically in:

• Sales Orders
• Quotations
• Sales Invoices

The system checks:

• Who the customer is
• What items they’re buying
• The quantity
• The date (if rule has validity period)

If everything matches, the pricing rule kicks in—no manual effort needed!

If multiple rules could apply, CGIC App prioritizes based on specificity (e.g., item-level rule over group-level).

2.0 Reporting and Review

Use the following tools to keep track of how pricing rules are used:

Tool	Purpose
Pricing Rule List	View all active/inactive rules
Sales Order / Quotation view	See which pricing rule was applied
Sales Analytics	Compare revenue with and without discounts