Pricing Rules

Configure pricing rules so customers see real-time prices as they configure products. When they submit, quotes auto-populate with calculated line items.

How Pricing Works

Pricing rules calculate at four levels:

Rules combine - a configuration might have profile pricing (template) + glass pricing (fragment) + safety glass (option) + color surcharge (material).

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Calculation Types

Template-Wide

Running Meter Price based on perimeter. Typical for profile/frame pricing.

• Input: Rate per meter
• Formula: (width + height) × 2 ÷ 1000 × rate
• Example: 1800×2100mm at €36/m = 7.8m × €36 = €280.80

Fixed Flat price regardless of size. For handling fees, base costs.

• Input: Fixed price
• Example: €50 base fee

Percentage Surcharge Percentage of a base amount. For administrative charges.

• Inputs: Percentage, base amount
• Example: 10% of €500 = €50

Per-Fragment

Area (per m²) Price based on fragment's area. Most common for glass.

• Input: Rate per m²
• Formula: width ÷ 1000 × height ÷ 1000 × rate
• Example: 900×1200mm window at €126/m² = 1.08m² × €126 = €136.08

Tiered Area Different rates for small vs large fragments. Industry standard for glass.

• Inputs: Size threshold (mm), small rate, large rate
• If both dimensions ≤ threshold: small rate. Otherwise: large rate.
• Example: Threshold 1500mm, €63/m² small, €126/m² large

Fixed (per fragment) Flat price per piece. For hardware, handles.

• Input: Fixed price
• Example: €25 per handle

Running Meter (per fragment) Perimeter-based per fragment. For edge treatments.

• Input: Rate per meter

Per-Option

Fixed (per option) Flat surcharge when selected. Simplest option pricing.

• Input: Fixed price
• Example: Safety glass €50 surcharge

Area (per option) Area-based when selected. For upgrades priced by size.

• Input: Rate per m²
• Example: Privacy glass €45/m² extra

Tiered Area (per option) Size-tiered when selected.

• Same inputs as fragment tiered area

Per Unit Price × quantity. For items sold by count.

• Input: Rate per unit

Per-Material

Fixed (per material) Flat surcharge for color selection.

• Input: Fixed price
• Example: Anthracite +€100

Percentage (per material) Percentage surcharge for colors.

• Inputs: Percentage, base amount
• Example: Non-white colors +22%

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Creating Pricing Rules

Step 1: Open Pricing Settings

1. Go to your template
2. Click Pricing tab

Step 2: Add a Rule

1. Click Add Rule
2. Enter a Display Name (shown on quotes, e.g., "Glass")
3. Select Level:
   • Template-wide: no further selection needed
   • Per-fragment: select which fragments it applies to
   • Per-option: select which options trigger it
   • Per-material: select which colors trigger it

Step 3: Configure Calculation

1. Choose Calculation Type (options depend on level)
2. Fill in the values (rate, price, threshold, etc.)

Step 4: Display Options

• Hide if zero: Don't show €0 items on quote
• Group identical: Combine same-name/same-price items with quantity
• Sort order: Negative numbers appear first

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Fragment Options

Fragment options are features customers can select (glass types, hardware, extras).

Creating Options

1. Go to template Pricing tab
2. Scroll to Fragment Options
3. Click Add Option
4. Enter:
   • Name: Display name (e.g., "Safety Glass")
   • Code: Internal identifier (auto-generated from name)
   • Option Group: For mutual exclusivity (optional)
   • Fragment: Specific fragment only, or leave empty for all

Option Groups

Options in the same group are mutually exclusive (radio buttons). Options without groups are independent (checkboxes).

Example:

• "HR++ Glass" in group glass_type
• "HR+++ Glass" in group glass_type
• "Safety Glass" with no group

Customer can pick HR++ OR HR+++, AND optionally Safety Glass.

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Example: Window Pricing

A facade company prices sliding windows:

Rules Setup

Calculation for 1800×2100mm Window

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Tips

• Start simple: Add running meter (profile) + area (glass) first
• Test as you go: Use the Customize preview to see prices update
• Use tiered area: Industry standard - small panes cost less per m²
• Hide zero items: Enable "Hide if zero" for conditional rules
• Group identical: Use when same item appears multiple times (3× window glass → "Glass 3× €136")
• Sort order: Use -10, -5, 0, 5, 10 pattern for consistent ordering

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Next Steps

• Core Concepts - Learn about templates, submissions, and quotes
• Quick Start - Create your first template