Pricing

Goal

Set list prices, map customers to price books via price groups, and run promotions — then let quotes and sales documents resolve the right unit price.

Who it is for

Pricing clerk, sales admin, and tenant admin with pricing.view / pricing.manage / promotions.manage / pricing.admin.

Module

Requires the pricing_promotions module (enabled by default for new tenants; disable-able).

What lives here

1. Price lists — currency-scoped price books with item lines, validity dates, tenant default, and optional Commerce publish.
2. Price groups — customer segments that point at a default price list (before the tenant default list).
3. Promotions — automatic or coupon discounts with scope, channels, budget, and usage limits.
4. Pricing setup — promo stacking, list precedence, quote price lock, tax-inclusive/rounding, promo types, and price list roles.

How prices resolve on a quote

Order depends on Pricing setup → Price list precedence (default: Explicit → customer group → default):

1. Price list named on the document (if any).
2. Customer’s Price group → that group’s default price list.
3. Tenant Default price list (is_default).

Eligible promotions then apply (stacking policy), then the minimum sale price floor and tenant price rounding.

Open the screens

Directory → Products → Price lists · Price groups · Promotions · Pricing setup.

Related

• Price lists overview
• Price groups overview
• Promotions overview