Create a price book and pricing rules

Set up a price book for a branch, customer or contract, add the rules that change a service or part's price inside it, and preview what a line would cost.

In the sidebar, open Settings, then choose Price Books under Sales & Billing. The page address is /settings/org/billing/pricing-rules. The page is titled Scoped Pricing & Price Books.

Before you start

• A price book is a set of pricing rules that apply in one situation: a branch, one customer, a contract, an agreement, or the whole organization. Nova checks the books that match a line and applies the winning rule.
• This page is for base prices only. Money off goes in Discounts; see Create a discount.
• Your role needs the permission to manage price books and pricing rules. Without it the page is read-only.

Steps

1. Press New price book. A panel titled Commercial pricing workspace opens; press New price book inside it.
2. Type a Name such as Downtown branch pricing. Currency is fixed to your organization's currency.
3. Pick a Scope type (Organization, Branch, Account, Contract, Agreement and others) and, for anything narrower than the organization, a Scope value naming which branch, customer or contract.
4. Set Priority if two books could match the same line; a higher number wins. Set Effective start and Effective end if the book only applies for a period.
5. Tick Organization default book if this is the book Nova should use when nothing narrower matches.
6. Press Create price book. Nova shows Price book created.
7. Under Rules, press Add rule. A panel titled New pricing rule opens.
8. Type a Rule name and pick what it targets: an Offering (a service), an Inventory item (a part), or a Catalog entity type. A rule needs at least one target.
9. Choose a Price method: Fixed price with a Unit price, or Markup or Margin as a percentage over the cost in Markup / margin %.
10. Optionally narrow it with Minimum quantity and Maximum quantity, Effective start and Effective end, extra Scopes (press Add scope), or Conditions such as Weekend, After hours or Quantity tier (press Add condition).
11. Press Create rule. Nova shows Pricing rule created.

What you see

• The list shows each Price Book, its Scope, its Status and when it was Updated. Press a row to open the workspace for that book. Under Filters, narrow by Status or Scope Type.
• Inside the workspace, Rules lists every rule in the book. Press Edit on a rule to change it, or the Edit book button to change the book itself.
• Runtime preview and explainer lets you describe a line (Offering or Inventory item, Quantity, Account, Branch) and press Run preview. The Preview result shows the price Nova would charge and which rule won, across every active book, not only this one.
• A warning at the top of a rule or book means it overlaps another one. Nova still saves it; check the Priority.

If something looks different

• New price book or Add rule is missing and the workspace reads Read-only access: your role can look but not change. Ask your admin.
• Create rule is greyed out: the book's currency does not match the organization's. Books left over from an older currency are read-only.
• The rule refuses with a message about a target: pick an Offering, an Inventory item or a Catalog entity type.
• You want to lower a price for a promotion or a code: press Open Discount Management at the top of the page instead.

Open Price Books