How can I have price rules AUTOMATICALLY apply for subitems when I add a new item into inventory?

robert50 · ‎February 13, 2020

IamjuViel · ‎February 13, 2020

QuickBooks automatically changes the prices of items on sales forms according to rules you create. Each price rule can contain multiple conditions that have to be met before QuickBooks changes the sales price.

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

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

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

If there's anything else that I can help you with, please let me know in the comment section down below. I'm always around ready to lend a helping hand.

View solution in original post

ReymondO · ‎February 13, 2020

Thanks for clarifying your concern, @robert50.

We know that having this feature will greatly save your time. Although, the option to automatically apply price rules for subitems isn't available in QuickBooks. I can 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.

I want you to be the first to hear about the latest QuickBooks innovations, so I’m adding an article to view the details: Firm of the Future.

Feel comfortable to get in touch with the Community Team if you have any other concerns or require further help in managing your transactions. We'll always have your back.

View solution in original post

IamjuViel · ‎February 13, 2020

Greetings, @robert50.

QuickBooks automatically changes the prices of items on sales forms according to rules you create. Each price rule can contain multiple conditions that have to be met before QuickBooks changes the sales price.

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

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

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

If there's anything else that I can help you with, please let me know in the comment section down below. I'm always around ready to lend a helping hand.

robert50 · ‎February 13, 2020

I know how to do set up price rules I believe.

Example:

I have an item called hose. That is the parent. I have hundreds of items as subitems of that. I want the parent price rules to apply to ALL subitems. And I want the price rules to apply automatically when I add an item as a subitem . I do not want to have to go into price rules and add new parts manually.

robert50 · ‎February 13, 2020

I know how to set up price rules I believe.

Example follows to elaborate on my question.

I have an item called hose ends. That is the parent item. I have hundreds of subitems of "hose ends". I want the price rules to apply to any item I add as a subitem of "hose ends" automatically when I add them. I do not want to add the part and then have to go into lists and add the individual item to the part rule. There should be an option to apply part rules to all items in that parent class when that part [subitem] is loaded into QB.

ReymondO · ‎February 13, 2020

Thanks for clarifying your concern, @robert50.

We know that having this feature will greatly save your time. Although, the option to automatically apply price rules for subitems isn't available in QuickBooks. I can 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.

I want you to be the first to hear about the latest QuickBooks innovations, so I’m adding an article to view the details: Firm of the Future.

Feel comfortable to get in touch with the Community Team if you have any other concerns or require further help in managing your transactions. We'll always have your back.

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How can I have price rules AUTOMATICALLY apply for subitems when I add a new item into inventory?