Create and Edit Price Rules

How to Create and Edit Pricing Rules

• This document covers a step-by-step guide to creating and editing price rules in the Basket point of sale system.
• Using the navigation drop-down menu, on the upper left hand corner of the screen, select Admin > Pricing > Price Rules

Upon navigation to the price rule page, you will be presented with an option to create a new price rule.

Add Pricing Rule

• To create a price rule, click on the “Add Pricing Rule” button. This will bring you to a price rule creation form, where you are required to input all mandatory fields related to the rule you are creating. If any mandatory field is left empty, then you will not be able to save your rule.
• When selecting a margin, select the margin that you wish to correlate to the profit margin of your retail base price, and the case cost of your product.
• Margins can be applied to all store products, to specific departments, or to singular items. From the drop-down menu, ensure you select the appropriate range of products you wish for the margin to apply to.
• When margins are applied, they will be rounded to the closest decimal place of the value you select when fitting that margin. You can select as many decimal places as your desire in the range of 0.00 – 0.99.

Price margins apply to products using a bottom – up approach. If a price rule is applied to a specific, nested department, then any products in that specific department will have that price rule applied when generating retails. Otherwise, products will have their margins applied to general cases using the All apply type.

After all fields are properly filled out, click “Save”. If your price rule saved successfully, you will see it populate the left hand side of the screen.