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Community Explorer **

Price Rules/Estimates

I've been able to set up pricing rules to sell product to certain customers at different sales prices. What I'm needing to do is create estimates that utilize those rules so we can send out quotes to customers. Is this possible?

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Best answer 01-31-2019

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Established Community Backer ***

Re: Price Rules/Estimates

@JBSt3

 

I wonder if you are confusing how Price Rules work, with how to use Price Levels. Price Levels works better for setting Customer Price Points. Price Rules are relative to the Item, the purchase and the selling; Not to Whom you are selling.

 

Please see my attachment.

4 Comments
QuickBooks Team

Re: Price Rules/Estimates

You've reached the right support, JBSt3.

 

Let's get this sorted out. I can help you apply Price Rules on your Estimates so you can send out quotes to your customers.

 

Here's how to create Price Rules in QuickBooks Desktop:

  1. Go to List.
  2. Select Price Rule List.
  3. Click the Price Rule button and click New.
  4. Fill in the necessary information.You can add Customer Name and Item Name that you want to apply the rules for.
  5. Click Ok to save changes.

You can check out this article to learn more about Price Rules in QuickBooks Desktop: Use Advanced Pricing.

 

Once done, you can now apply it to your estimates. Here's how:

  1. Go to Customers.
  2. Click Create Estimates.
  3. Apply the items you use when you set up the price rules.
  4. From the Cost table, click the Z icon.
  5. An Applied Price Rules window will pop-up. Click OK to apply the rule.

 

And just in case you need help from a live support, feel free to get in touch with our Desktop Care Support Team. 

 

Here's how to get their contact information: 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

That's it. Let me know if you have any other questions and I'll get back to you. 

Community Explorer **

Re: Price Rules/Estimates

Thanks for your response. The issue now is that I don't have the Z icon showing up on the estimate when I enter the item. Is there a setting that must be switched on somewhere to have this appear?

Established Community Backer ***

Re: Price Rules/Estimates

@JBSt3

 

I wonder if you are confusing how Price Rules work, with how to use Price Levels. Price Levels works better for setting Customer Price Points. Price Rules are relative to the Item, the purchase and the selling; Not to Whom you are selling.

 

Please see my attachment.

QuickBooks Team

Re: Price Rules/Estimates

Hello there, @JBSt3.

 

I appreciate you coming back to us for additional support. Allow me to join this thread and clear this up for you.

 

The Z icon should show up once you turn on and add price rules. Next thing we need to check is your estimate format. Let's make sure that the Cost column is added:

  1. On the Estimate window, click Formatting.
  2. Click Customize Data Layout.
  3. Go to the Columns tab.
  4. Put check marks on cost's screen and print boxes.
  5. Click OK.

 

Once done, add an item and go to the Cost column. Then, click the Z icon.

 

That should guide you in selecting a price rule on the Estimate window, JBSt3. For additional reference, please check this article: Use and customize form templates.

 

Please know that I'm still here to help you further if you have more questions. Just add a comment or mention my name. Wishing you all the best!