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sean44
Level 1

We have 4 Price Rules set up, but only 2 appear as options for a customer (using a pull down selector in each Customer profile). How do I get the other two to appear?

 
2 Comments 2
ReymondO
QuickBooks Team

We have 4 Price Rules set up, but only 2 appear as options for a customer (using a pull down selector in each Customer profile). How do I get the other two to appear?

Hi there, @sean44.

 

Are you referring to price rules that are not showing in the RATE drop-down list? Please check the screenshot below as your reference: 

price rules.PNG

If so, there may be an issue with the browser that you're using. This can be the reason why they are not showing in the drop-down list. 

 

Let's perform some basic troubleshooting steps to fix this right away. We can start by opening a private window and use it to access QuickBooks Online (QBO). This a special mode where the browser doesn't record the browsing activity on the local device, so no trace will be left on the computer.

 

Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If you're able to see all the price rules that you've created, then let's clear the cache in your web browser or try using a different supported browser. This might be a temporary issue with QuickBooks and the current browser that you use.


In addition, you can run the  Sales by Product/Service Summary report in QuickBooks. This will show your total sales for each product or service, including the quantity, amount, % of sales, and average price. Just go to Reports and open the Sales by Product/Service Summary report.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

sean44
Level 1

We have 4 Price Rules set up, but only 2 appear as options for a customer (using a pull down selector in each Customer profile). How do I get the other two to appear?

No, it was not there - it was to assign the price rule per customer (assigning to customer type).  Finally got help chat on line after 2 days of trying and got it resolved.  Knew it was something simple - just couldn't find the solution.

Thanks

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