Examples of price adjustment rules
These sections have examples of price adjustment rules. Each example has information about what the rule calculates and the related settings. You can use these examples as initial information to make price adjustment rules that are applicable to your organization.
10 percent discount for corporate clients
The result of this example:
- Calculate a 10 percent discount on Wednesdays only
- Only clients that have a Corporate discount tag of the Pricing Group tag category will receive the discount
- Do not calculate a discount for antibiotics
| Setting or box | Information to set or enter |
|---|---|
| Rule Name | Corporate discount |
| Type of Adjustment to Apply | Percentage % |
| Price Adjustment | −10 |
| Select the No Minimum option | |
| Service Fee | If applicable, set to Service Fee Included |
| Filter category | Filter configuration |
|---|---|
| All | Add one filter of the Pricing Group type. Then, set the filter to Corporate discount. |
| Any | Add one filter of the Day Of Week * type. Then, set the filter to Wednesday. |
| Excluding | Add one filter of the Product Group type. Then, set the filter to Antibiotics. |
This image shows the example settings:
10 percent surcharge with a time range
After 6:00 PM each day, calculate a ten percent surcharge for all clients.
| Setting or box | Information to set or enter |
|---|---|
| Rule Name | After hours (10 %) |
| Type of Adjustment to Apply | Percentage % |
| Price Adjustment | 10 |
| Select the No Minimum option | |
| Service Fee | If applicable, set to Service Fee Included |
| Filter category | Filter configuration |
|---|---|
| All | Add two filters of the Time type. Set the first filter to less than 06:00PM. Set the second filter to greater than 08:00AM. |
This image shows the example settings:
Senior discount
Calculate a five percent discount for senior clients. (Only clients that have a discount group tag of Seniors will receive the discount.)
| Setting or box | Information to set or enter |
|---|---|
| Rule Name | Senior discount (5 %) |
| Type of Adjustment to Apply | Percentage % |
| Price Adjustment | −5 |
| Select the No Minimum option | |
| Service Fee | If applicable, set to Service Fee Included |
| Filter category | Filter configuration |
|---|---|
| All | Add one filter of the Discount Group type. Then, set the filter to Seniors. |
This image shows the example settings:
Cost
| Setting or box | Information to set or enter |
|---|---|
| Rule Name | Cost |
| Type of Adjustment to Apply | Percentage % |
| Price Adjustment | −100 |
| Select the Minimum Amount ($) option | |
| Minimum Markup | 0 |
| Service Fee | Set to Service Fee Not Included |
This image shows the example settings:
Cost + 10 percent
| Setting or box | Information to set or enter |
|---|---|
| Rule Name | Cost (+10 %) |
| Type of Adjustment to Apply | Percentage % |
| Price Adjustment | −100 |
| Select the Minimum Percentage (%) option | |
| Minimum Markup | 10 |
| Service Fee | Set to Service Fee Not Included |
This image shows the example settings:
