Individual pricing can be defined for each item separately, or for multiple items at once using product groups. Let's take a look at how to do this.

As the first configuration option, we will show you pricing for a price list item. You can find it on the "Pricing" tab. If the tab is not available in the price list item detail, you can add it via form settings.

Advanced pricing, which this setting falls under, is available from the Business plan and above.

To use individual pricing, you must first activate it.

Once activated, you can configure the specific calculation. We will demonstrate this with an example where we want to set a 100% margin for an item.

The margin will be based on the purchase price. We will keep the calculation method set to margin and define its percentage value.

However, since we have business partners who purchase larger quantities, we will offer them a reduced margin of 80% starting from 20 units.

If we want to further reduce the margin for even higher quantities, we can enter those settings in the fields below (labeled 3., 4., 5.).

Once everything is configured, verify the calculated selling price in the header of the price list item. You can also use the "Recalculate" button (see screenshot above) if the automatic recalculation did not occur.

If the purchase price changes over time, it is necessary by default to manually use the recalculate button. Without doing so, the selling price will not be updated when the purchase price changes.

If you would like to automate this process, you can automate price recalculation via the REST API.

If you do not want to deal with price recalculation at all, try using price levels. These calculate the selling price at the level of a specific document (after you add the item to it). The downside, however, may be that the price displayed on the item may not correspond to the price calculated on the next sales document.

Essentially the same functionality as described above for a price list item is also available for product groups. The difference is that the configured pricing can be applied to all price list items contained in that group.

If the pricing tab is not visible, it can be enabled via form settings.

If you have the Premium plan, you can set a minimum margin. If the margin falls below the specified value when an item is added to a document, a warning will be displayed.

Let's look again at the selling price calculation. We will configure the product group the same way as the item above — a 100% margin. If someone purchases 20 or more units, the margin will be 80%.

Once everything is configured, we can apply the settings to the price list. The calculation settings will be applied to all items contained in this product group and will overwrite their current settings. The selling price will of course be recalculated according to these settings.

You will be notified of the result by a notification in the bottom-left corner.

Applying price settings to price list items can also be performed via the REST API.

Can price recalculation be triggered via the REST API?

Yes, follow the documentation. We can also assist with automation by setting up a scenario on the make.com platform.

What other pricing options are available?

Guides for all available features can be found on our website.

Can a price list be generated for individual business partners?

Search for "Individual Price List" — it allows you to generate a price list for all items, always for a single customer or a customer group.