Pricing Rules and Calculation Types
Set up workable pricing logic without overcomplicating your first release
This page explains how to set pricing up in a practical order. Use the Pricing Rules Reference for the full type list.
Start simple
The safest rollout is:
- one template-wide base rule
- one per-component rule for your main product cost
- a few option surcharges
- a few material surcharges
Only add more rule variants after the first quote outputs look correct.
Where pricing shows up
When pricing is configured well, it can influence:
- live pricing in the configurator
- quote line item generation
- customer expectation setting before submission
The four levels
- template-wide for whole-unit cost
- per-component for repeated product parts
- per-option for selected upgrades
- per-material for selected colors or finishes
Calculation type guidance
- use running meter for frame-like perimeter cost
- use area for glass or panel-like cost
- use tiered area when small and large pieces need different economics
- use fixed when the surcharge does not depend on dimensions
- use percentage when the surcharge should scale with another amount
- use per unit when quantity is the main driver
Display settings that matter
- negative sort order values appear earlier
- group identical combines repeated equal rows
- hide if zero keeps quotes cleaner when a condition did not apply
Known workflow limitations
- there is no dedicated pricing calculator page for experimentation
- you usually validate pricing best by testing the configurator and a real quote
- options in template pricing can overlap conceptually with organization-level options, so naming discipline matters