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Markups And Pricing Rules

In this article, you will learn how to review and update markups, farm-specific pricing rules, constants, constant types, and pricing history.

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Before You Start​

Coordinate pricing changes with the operations team. Markup and constant changes can affect customer-facing prices and reports.

Manage Global Markup​

  1. Open Setup.
  2. Select Markups.
  3. Review the global default formula.
  4. Update the formula if your team changes default pricing.
  5. Save the global formula.
  6. Review pricing results before making new inventory available to customers.

Manage Farm-Specific Markups​

  1. Open Markups.
  2. Choose the farm-specific markup area.
  3. Create a markup or open an existing markup.
  4. Enter the formula or values your team agreed to use.
  5. Assign farms to the markup.
  6. Save changes.
  7. Review markup history after saving.

Farm-specific markups override the global default for assigned farms.

When A Formula Cannot Produce A Price​

If a formula cannot produce a valid price for a row, that row is reported as a pricing error instead of being published with an incorrect price. This happens when a formula refers to a name that is not one of your variables or constants, or when the calculation has no usable result.

  1. Open Setup, then the error management view, to see the affected rows.
  2. Review the formula on the global markup or on the farm-specific markup that applies.
  3. Correct the formula and save it.
  4. Upload the affected inventory again.

Manage Constants And Constant Types​

  1. Open Markups.
  2. Choose Constants.
  3. Add, edit, enable, or disable constants.
  4. Choose Constant Types to define the kinds of constants your team uses.
  5. Assign any unassigned constants before expecting them to affect pricing.
  6. Review constant history when you need to understand a change.

Review Pricing History​

  1. Open Markups or History from Setup.
  2. Choose the pricing history view.
  3. Filter by farm, date, or change type.
  4. Review who changed pricing and when.
  5. Use the history when answering pricing questions.