Mastering Pricing Rules in ERPNext: A Comprehensive Guide

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  • Опубліковано 9 лис 2024

КОМЕНТАРІ • 15

  • @DroisKargva
    @DroisKargva 9 місяців тому +1

    Thanks ღ

  • @jeansreal
    @jeansreal Місяць тому

    How to enable price rule on multiple customers, where its name its like?

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  Місяць тому

      Hello @jeansreal,
      To enable a pricing rule for Multiple Customers => Navigate to Price Rule under selling > Create or edit a rule > Set Condition in the dynamic condition tab using customer with the “IN” operator for the specific customer names > Define the pricing rule detail and save the rule to apply it.

  • @nasimson
    @nasimson 4 місяці тому

    How to implement the trade scheme 12+1?

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  4 місяці тому

      @nasimson
      You can follow the steps mentioned in this blog to Configure the trade scheme.
      Blog: www.kanakinfosystems.com/blog/promotional-schemes-in-erpnext
      Hope it helps. Do let us know if you still have any questions.

  • @NamrataIngale-c2b
    @NamrataIngale-c2b 8 місяців тому

    How to check if the pricing rule is applied or not on sales order if there are multiple pricing rules?

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  8 місяців тому

      Hello @user-pb7lr8mm7l,
      On Sales Order Doctype, you can find the field " pricing rule" in the sales order item table. It shows the pricing rule ID that is applied to a particular item. By default, this field ID is hidden. We need to unhide it. (* You can set the priority of the pricing rule in the pricing rule Document.)

  • @migrasoport
    @migrasoport 9 місяців тому

    I have many rules but the rules do not allow me to sell at a higher price than the one calculated by said royalties. How can I solve that?

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  9 місяців тому

      Hello @migrasoport
      While creating a sales order, there is a check box called "Ignore Pricing Rule" under the Currency and Price List section; you can use that function.

  • @fitncode
    @fitncode Рік тому +3

    good stuff🤌

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  Рік тому

      Thanks 💯

    • @27shreyadiwan2
      @27shreyadiwan2 Рік тому

      I have one query if we want to apply pricing rule on grand total in erpnext is it possible and how ? Explain me please

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  Рік тому

      Hello @@27shreyadiwan2 , yes we can manage a discount on Grand Total as well using Pricing Rule.
      - This likely means that you're setting up a pricing rule that applies to the entire transaction or grand total of an invoice.
      You can specify a range of transaction values for which the discount will be applicable. For example, you might set a minimum value to ensure that the discount is only applied to transactions above a certain threshold, and a maximum value to limit the discount to larger transactions.
      This is where you define the actual discount rate or percentage that will be applied to the grand total.
      You can set a validity period for the discount, meaning that it will only be active during a specific timeframe. This can be useful for running promotions or discounts during certain seasons or events.
      The discount will work on a sales invoice if "selling" is selected in party information. This implies that the discount will only be applied to sales transactions, not other types of transactions.