Price books and pricing

price books can be used to hold different product prices for various customers price books can be found in the products section of breww and can be very useful when updating pricing in bulk for customers or applying complicated discounts to products price books can be assigned to invoices , customers , customer types or customer groups breww will pre populate the invoice’s pricing with the customer’s price book and if they do not have one then the default price book in settings → order/invoice settings will be used types of price book there are two types of price book in breww we highly recommend reading about both of them below before deciding which one is right for you 1\ base price books every pricing structure starts with a base price book a base price book must have a specific price set for every active product you can have multiple base price books for different pricing lines, such as your trade and retail pricing creating new base price books you may need to set up more than a single base price book that you can base rules on or simply create a new pricing structure that is not in any way derived from another you can do this by doing the following navigate to products > pricing > price books select new price book choose base price book base price books are simple to set up, requiring an explicit price per product 2\ derived price books any pricing variations from your bases are done by creating a derived price book, and selecting your base as a parent price book your new price book will start by inheriting all its prices from the parent price book you can then apply rules or set explicit prices to override the parent's prices when creating/editing a derived price book, you can toggle whether the parent's rules (if applicable) should be applied first or to simply bring forward the unmodified base price creating a derived price book when setting up your pricing structure in breww, you will always start with a single base price book (though you may create more) this initial price book is known as your "standard" price book while the standard price book may represent different things for different businesses, it essentially serves as the core price upon which other price books are built for example, you might create a derived price book for trade customers that applies a flat 5% discount to the "standard" prices of your products to create a derived price book, follow these steps navigate to products > pricing > price books select new price book choose derived price book next, you'll need to name your new derived price book (e g , trade) and set the parent price book the parent price book is the price book your new derived price book will be based upon this allows you to apply specific rules to the derived price book or inherit prices from the parent price book when no specific rule is set this means that any changes made to the prices in the parent price book will automatically update the derived price book discount rules set in the derived price book will be applied based on the updated prices in the parent price book, making price updates quick products without specific rules in the derived price book will inherit the updated prices exactly as they are in the parent price book applying rules you may add discount rules to derived price books there are two types of rules you can add simple discounts and quantity based discounts both rule types allow you to specify which products the rule should affect, depending on product type, container type, or product tag the price to which these discount rules apply is the product's price inherited from the parent price book if the parent price book is also a derived price book, please see the faq price books and pricing docid\ iptdxp24eiiaxy0fcukiv below for an explanation of how the base price will be determined for the rule application creating a new rule once you have successfully created a derived price book, you will arrive on your new pricebook's management page from here you can begin creating your rules using the add rule button at the top of the page, and you will have two types of rules to choose from 1\ simple discounts using a simple discount rule, you can apply a fixed discount (or addition) to your prices 2\ quantity based discounts you can apply a variable discount (or addition) to your prices using a quantity based discount rule quantity based rules consist of bandings that define the discount applied when purchasing within a certain quantity range of products building a quantity based discount rule you can start a quantity based rule by defining the starting discount rate; in the example below, entering 2 for the number of products and a discount rate of 0% will set that no discount is applied when purchasing between 0 and 2 of my chosen products/containers (what the rules apply to is defined after the product quantity settings) you will want to ensure you click the + button after entering your number of products, discount and selecting a fixed value or percentage to create this banding you can then keep creating bandings, think of the "number of products" as an apply this discount up to figure, so if i added a number of products of 5 to with a discount of 2 5% to my above 0% up to 2 we will get up to 2 at 0% and 3 5 at 2 5% discount, as below determining the quantity used on quantity based rules you can choose when defining a quantity based discount rule, if the quantity used should be quantity of products simply a sum of the quantity column on the order quantity of containers a 24 pack of cans would contribute 24 to the quantity of containers, but a keg would be one container quantity of units this allows you to define more complex situations, such as a 24 pack of cans is one unit, and keg is one unit, but 12 cans is half a unit please see product units docid 71ohc5mmkujrfx gb9bz7 for more information additionally, you can choose in order/invoice settings how you would like units to be rounded, for example if 24 cans is one unit and a customer buys 12, they have half a unit that would need to be rounded up or down according to your settings when using a quantity based rule where you're counting the containers or units, special logic is applied to mixed packs if the price book rule only applies to 330 ml cans, for example, and your mixed pack is for a 500 ml bottle and a 330 ml can, breww will only count the can towards the rule however, if the mixed pack is directly assigned to the price book rule (or "all products" is ticked), we will count all of the components regardless of the other aspects of the rule managing the rule order you can set multiple rules on a single price book the first rule in the list that affects the product in question will be applied to the product's price you can alter the order of your rule list using the button highlighted below this allows you to set up complicated structures, like the one below, where if the product isn't matched by the first two rules, the final rule will apply screenshot 2022 10 31 at 16 21 20|690x177 setting explicit prices to set an explicit price, click the button indicated in the screenshot below this will override the current price and any rules in the price book that affect the product the price entered will be the final price to remove the explicitly set price, click the 'remove' button the price will then be redetermined, accounting for any rules that may now affect it screenshot 2022 10 31 at 16 06 53|690x157 changing prices in bulk if you need to change prices for many products at the same time, it can be easiest to use breww's tools dedicated to this to get started, go to the price book in question, then click the actions & tools menu in the top right, and choose the bulk change prices button from here, you have two tools available apply bulk percentage or fixed value change this tool allows you to bulk increase or decrease all prices by a fixed amount (e g £/$/€10) or a percentage (e g 5%) import from spreadsheet this tool allows you to export all prices in the price book to an excel file, and adjust the prices in your favourite spreadsheet editing tool and then import the changes back to breww from a csv file to excel file when bulk changes are made, breww will keep a record of which prices were changed and you can easily undo the changes made, if a mistake was made in the process if you wish to import prices to a brand new price book, you will need to create the price book first, and then you can use the bulk changes prices tools to add the price for each product assigning price books you can assign price books to customer types, customer groups and directly to customer accounts 🧰 just getting started with breww? if you are just getting started with breww and you are yet to import your customers, you will be able to assign your price books directly to customers on your customer import, and therefore you can skip this step! however , you could choose not to assign a price book directly to customer accounts when using the importer and instead return to this guide following your import and apply them to either a customer type, group or directly to a customer your next guide is importing customers docid 9cvhhpfvbxmwwo27lkhtl or you can return to the getting started guide docid\ mdxf f trhvx1layeovsa assigning a price book to a customer type you can assign a price book to a customer type by heading to customers > settings & tools > customer types and selecting the edit pencil on a customer type screenshot 2023 11 29 at 14 58 59|690x237 assigning a price book to a customer group to assign a price book to a customer group, then head to customers > view > customer groups and select the edit pencil on a customer group screenshot 2023 11 29 at 15 25 49|690x103 assigning a price book directly to a customer you can assign a price book directly to a customer by heading to customers and selecting to view a customer account if you then select edit you will be able to select the price book from the drop down menu under customer details screenshot 2023 11 29 at 15 28 26|690x127 faqs can i set a non base (derived) price book as a parent? yes, any price book can be set as a parent a price book tree always starts with a base price book, to ensure that a price can always be inherited if not set directly, but you can have any number of derived price books if you go to the main price books page in breww, you'll see a list of your price books, followed by a "flowchart" showing which price books are the parent to which other price books this shows a bit like this graph td; a\[standard price] >b\[retail prices]; a >c\[trade prices]; c >d\[trade 10% discount]; c >e\[trade 15% discount] c >f\[trade 20% discount] which price book will be used on a customer's order? breww will use the "most specific" option that it can for the price book for example if there is a price book set on the customer , this will be used if not, breww will check the customer group for a price book to use if one is still not found, breww will check the customer type for a price book to use finally, breww will use the default price book on your account (set in settings > order/invoice settings ) can i add an increase in price as a rule on a derived price book? yes, firstly, when setting up a derived price book, you can choose to hide discounts on invoices, meaning the customer won't see this price increase represented on their invoice you can also edit this later by selecting actions & tools > edit basic details when on the price book you can then add a simple rule with a minus discount to increase the price; for example, 10 would increase the price by 10% for an excise duty free order, can i choose whether a discount is applied before or after the duty reduction? when you have duty free pricing as well as a percentage discount, the final price is different depending on which you apply to the base price first if you head to settings > order/invoice settings you can chose your preferred method