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jshtouchpoint
Level 1

Apply price rules in a bundle

Hi all, I have bundles set up and I have price rules set up for the individual items in the bundles as well. However, when I create an estimate or invoice for a customer, the items in the bundle do not have prices adjusted according to the price rules. If I add the exact same items to the same customer, the price rules are applied. 

 

Does anybody have any suggestion about how to get bundles to use price rules? Just to be clear, I'm not trying to apply a single price to the bundle, but adjusted individual prices. The attached PDF shows the bundle and then what the individual items cost if added separately.

3 Comments 3
Ryan_M
Moderator

Apply price rules in a bundle

Hi @jshtouchpoint,

 

I appreciate the number of details you included in your post. I'll share insight into your query about price rules on bundles.

 

The price rules feature in QuickBooks Online (QBO) are exclusive for individual products and services. Since you already set the price rules for the components of the bundle, you can add them to an invoice. From there, it will show the price recommended by the price rule. 

 

Check out this article if you have other questions about the price rules feature: Set price rules in QuickBooks Online. Scroll down the page and you'll find a list of common questions about this feature, along with their answers. 

 

Tag me in a comment below if you have other questions about price rules in QBO. I'll get back to you as soon as I can. 

jshtouchpoint
Level 1

Apply price rules in a bundle

Thanks for the response, @Ryan_M . I appreciate that feature to see the suggested price based on price rules in the drop down selection for each line. 

 

However, it would be far more useful for the prices in a bundle to automatically set at the price rule when the customer has a price rule set up. I suggest that your product team look at this as a feature request. 

Archie_B
QuickBooks Team

Apply price rules in a bundle

That's a great idea, jshtouchpoint.

 

You can submit your feedback and suggestions inside QuickBooks Online.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Click on Next to submit feedback.

 

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online.


Post your concerns or click the reply button for more questions about price rules. I'm always here to help. Have a great day!

 

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