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J
JBSt3
January 29, 2019
Solved

Price Rules/Estimates

  • January 29, 2019
  • 2 replies
  • 11 views

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?

Best answer by qbteachmt

@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.

2 replies

C
Charies_M
Level 9
January 29, 2019

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. 

J
JBSt3Author
January 31, 2019

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?

qbteachmt
qbteachmtAnswer
Level 11
January 31, 2019

@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.

H
HrdRckDrummer
September 1, 2020

Hi all, we use QuickBooks Desktop (Enterprise Contractor 18.0) and we were running into this same issue where we have Price Rules turned on (because we need customers to have multiple rules applied for our different products) and we couldn't get Customer Estimates to populate with the pricing data either. Then I stumbled on some info from QuickBooks that says if the "Markup" column exists in your estimate or invoice templates, the price rule pricing won't populate. If you're OK with leaving the Markup column unchecked completely in your templates, then Price Rules DO work with QuickBooks Desktop Estimates :-)  Sorry if this was already said in this thread and I missed it.

    L
    LauraMac1
    May 12, 2021

    Price rules seem to work fine on the sales orders but not on the estimate.  Not acceptable that this only works in QuickBooks online.  Intuit needs to fix this problem!

    L
    LeizylMQuickBooks Team
    QuickBooks Team
    May 12, 2021

    Thanks for clarifying your concern,LauraMac1.

     

    We know that having this feature will save you time. Although, price rules will not apply to estimates or invoices from estimates with the markup column.

     

    I'll reach out to our developers so they can check and review this feature. This way, they can gather data from customers like you on what area of the product they should focus on.

     

    To provide feedback to make the program better, you can do it by going to the Help menu of your account.

     

    1. Go to Help at the top menu bar.
    2. Choose Send Feedback Online.
    3. Select Product Suggestion.
    4. Enter your product request/product suggestion.
    5. Click Send Feedback tab.

     

    I've added this link to learn more about creating an estimate in QuickBooks Desktop.

     

    Thank you for reaching out to us here, and please let me know if there's anything else I can do to help. Have a great day!

     

     

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