Advanced Pricing Rules

This is a custom app for ERPNext, enhancing the standard pricing and discount mechanisms in sales-related documents.

Features

This app provides the following enhancements:

1. "Ignore Pricing Rules" checkbox
   Added at the Item level in the following documents:

   • Quotation
   • Sales Order
   • Sales Invoice
   • Delivery Note
     When checked, pricing rules will be bypassed for that specific item.

2. New pricing option: "Rate from Price List"
   Introduced in the Rate or Discount field of Pricing Rule.
   When selected, a new field Rate from Price List appears, allowing the user to choose a specific Price List from which the item price should be fetched directly.

These improvements allow greater flexibility when applying pricing rules, overriding them per item and selectively using custom price lists.

📘 Use Case: Applying a Pricing Rule with "Rate from Price List"

This example demonstrates how to configure a dynamic pricing rule that fetches the rate from a specific price list when a quantity threshold is met.

Step-by-Step

1. Create Price List: Standard Selling

   • Go to Selling > Price List
   • Click Add Price List
   • Set:
     • Price List Name: Standard Selling
     • Selling: ✔️
     • Currency: e.g., EUR
   • Save

2. Create Price List: Wholesale Selling

   • Repeat the steps above
   • Set Price List Name: Wholesale Selling

3. Create an Item

   • Go to Stock > Item
   • Click Add Item
   • Set:
     • Item Code: ITEM-001
     • Item Name: Example Product
   • Save

4. Add Item Prices

   • Go to Stock > Item Price
   • Create two records:
     • One for Standard Selling with rate 100 EUR
     • One for Wholesale Selling with rate 80 EUR

5. Create a Pricing Rule

   • Go to Selling > Pricing Rule
   • Click Add Pricing Rule
   • Set:
     • Apply On: Item Code
     • Item Code: ITEM-001
     • Min Qty: 10
     • Rate or Discount: Rate from Price List
     • Rate from Price List: Wholesale Selling
   • Save and Submit

✅ Result

When adding ITEM-001 to a Sales Order:

• If Qty < 10, the price will be taken from the Standard Selling price list
• If Qty ≥ 10, the price will be overridden using the rate from the Wholesale Selling price list

This allows you to define quantity-based pricing logic that pulls directly from different price lists.

Installation

You can install this app using the bench CLI:

cd $PATH_TO_YOUR_BENCH
bench get-app $URL_OF_THIS_REPO --branch develop
bench install-app advanced_pricing_rules

Contributing

This app uses pre-commit for code formatting and linting. Please install pre-commit and enable it for this repository:

cd apps/advanced_pricing_rules
pre-commit install

Pre-commit is configured to use the following tools for checking and formatting your code:

• ruff
• eslint
• prettier
• pyupgrade

License

mit