Pricing Rules Reference
Reference for WinFactor pricing levels, calculation types, and display options
Pricing Rules Reference
Use this page as the reference companion to Pricing Rules and Calculation Types.
Pricing rules let WinFactor calculate line items while customers configure a product and when your team creates a quote.
Pricing levels
| Level | When it applies | Typical use |
|---|---|---|
| Template-wide | Once per configuration | frame base cost, handling, surcharges |
| Per-component | For each matching component | glass, frame, or door leaf pricing |
| Per-option | When a selected option matches the rule | upgrades, hardware, safety extras |
| Per-material | When a selected color or material matches the rule | color or finish surcharges |
Rules stack. A single quote can include template-wide cost, component pricing, selected options, and material surcharges at the same time.
Calculation types
Template-Wide
Running Meter
- Based on the full perimeter
- Common for profile and frame cost
Housing Running Meter
- Perimeter-based pricing for the housing or outer frame
- Useful when you price the outer structure separately from inner components
Percentage Surcharge
- Applies a percentage to a chosen base amount
- Useful for handling, margin, or administrative surcharges
Fixed
- A flat amount regardless of size
Per-Component
Area (per m²)
- Calculates price by square meter
- Common for glass and panel pricing
Area (per cm²)
- Calculates price by square centimeter
- Useful when your business already prices smaller components in cm² instead of m²
Tiered Area
- Uses one rate for smaller pieces and another for larger ones
- Common for glass where small panes and large panes have different economics
Fixed
- Flat amount per matching component
Running Meter
- Perimeter-based price per matching component
Per-Option
Fixed
- Flat surcharge when an option is selected
Area
- Area-based surcharge when an option is selected
Tiered Area
- Tiered area-based surcharge when an option is selected
Per Unit
- Price multiplied by the number of matched units
- In practice,
countmeans the quantity of items the rule matched, such as the number of selected components or repeated option instances that qualify
Per-Material
Fixed
- Flat surcharge for the selected material or color
Percentage
- Percentage surcharge for the selected material or color
Display options
Every pricing rule also has display behavior:
- Display name: what appears on the quote
- Hide if zero: suppresses zero-value rows
- Group identical: combines rows that have the same name and price into one item with quantity
- Sort order: lower numbers appear earlier; negative values appear first
Practical setup order
If you are building pricing from scratch, start in this order:
- template-wide base cost
- per-component cost for the major product area
- option surcharges
- material surcharges
Then test the result in the configurator and in quote creation.
Example rule set
| Rule | Level | Type | Example |
|---|---|---|---|
| Profile | Template-wide | Running Meter | frame cost for the full unit |
| Housing | Template-wide | Housing Running Meter | outer housing surcharge |
| Glass | Per-component | Area per m² | main glazed area pricing |
| Small-pane glass | Per-component | Tiered Area | cheaper or different rate for small panes |
| Safety glass | Per-option | Fixed | surcharge when selected |
| Color surcharge | Per-material | Percentage | add a percentage for non-standard colors |
Common mistakes
- pricing only one level and expecting the whole quote to be complete
- forgetting to test rules against real customer dimensions
- using too many special-case rules before the base rules are stable
- expecting sort order to be visual ranking only; it controls output order
- forgetting that grouped identical items collapse into one quote line