Individual pricing can be defined for each item separately, or for multiple items at once using product groups. Let's show you how to do it.
Setting on a price list item
As the first option, we'll show you the pricing settings for a price list item. You'll find it on the "Pricing" tab. If this tab isn't available in the price list item detail, add it using the form settings.
Advanced pricing, which includes this setting, is available starting from the Business plan.
Formulas for calculating the selling price (SP) based on the selected base price:
Base price | Method | Formula |
Selling price | discount (off SP) | SP − (SP / 100 × % discount) |
Purchase price | markup | PP / (100 − % markup) × 100 |
Purchase price | margin | PP × (% margin + 100) / 100 |
ℹ️ In this setup, a markup calculated from the purchase price leads to the same result as a gross margin — it's simply a different way of viewing the same pricing structure. The choice between them is therefore a matter of preference, not a different calculation.
If we want to use individual pricing, we must first activate it.
⚠️ Without checking this option, the pricing settings on the item will not be applied, even though the entered values remain saved. So if you notice that the selling price isn't being calculated according to the set formula, check this toggle first. Turning it off, on the other hand, temporarily pauses the calculation without losing your settings.
Once it's activated, we can set the specific calculation. Let's demonstrate this with an example where we want to set a 100% margin for the item.
The margin will be based on the purchase price. We'll keep margin as the calculation method and set its percentage value.
However, since we have business partners who purchase larger quantities, we'll give them a lower margin of 80% starting from 20 units.
If we wanted to reduce the margin further for higher quantities, we can enter these settings in the fields below (marked 3, 4, 5).
Once everything is set, check 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 doesn't happen.
If the purchase price changes over time, by default it's necessary to manually use the recalculate button. Without doing so, the selling price won't be recalculated when the purchase price changes.
If you'd like to automate this process, you can automate price recalculation via the REST API.
If you don't want to deal with price recalculation at all, try using price levels. These always calculate the selling price at the level of a specific document (after you add the item to it). However, the downside may be that the price shown on the item may not match the price calculated on a subsequent sales document.
Setting on a product group
The same functionality, in principle, as we described above for a price list item, is also available for a product group. The difference is that you can apply the configured pricing to all price list items included in that group.
If you don't see the pricing tab, you can enable it through form settings.
If you have the Premium plan, you can set a minimum margin. If the margin drops below the specified value when the item is added to a document, a warning will be displayed.
Let's look again at the selling price calculation. We'll set up the product group the same way as the item above, i.e., a 100% margin. If someone purchases 20 or more units from us, the margin will be 80%.
Once we have everything set the way we need, we can apply the settings to the price list. The calculation setting will be applied to all items included in this product group and will overwrite their current settings. The selling price will, of course, be recalculated according to this setting.
⚠️ Applying the settings to the price list doesn't happen automatically. If you change the settings on the product group, you must use the button again — otherwise, the prices of individual items will remain unchanged.
You'll be informed of the result by a notification in the bottom-left corner.
FAQ
Can price recalculation also be triggered via the REST API?
Yes, follow the documentation. If needed, we can set up automation for you using a scenario on the make.com platform.
What other pricing options are available?
You can find guides for all available features on our website.
Why isn't the selling price being calculated according to the set formula?
The most common cause is that the individual pricing option on the tab isn't checked; the second most common is that recalculation wasn't performed after a change in the purchase price. A higher-priority layer may also have taken effect, typically an individual price or a price level.
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.
💡 If you need an overview that clearly shows, for a specific document, which layer the price was calculated from, we can prepare a custom user query for you. Write to us at podporaflexi@abra.eu.