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Creating price rules

Use price rules to automatically apply discounts to selected items. You can set price rules to be valid only for the dates you choose. For example, you can create a price rule to give an automatic cost-plus-percentage discount to specific customers.

Understanding pricing rules

  • Discounts don't apply to items or labor that are set as Non-discountable. See the Discounts Allowed setting in Adding items and the No Discounts on Labor setting in Configuring your general options.
  • New Lightspeed Retail accounts may not have editable fields for Season, Department, and Model year in the item settings.
  • If you create new items after creating a price rule, the new items are not included as part of the price rule unless All Items/Charges is enabled in the price rule. If you don't enable this option, you must manually add the new items to the price rule.
  • When a price rule is in effect during a sale, the register displays both the current price and previous price.
  • A price rule will always discount from an item’s Default Price Level, unless an alternate pricing level is selected in the Type menu.

Creating price rules

  1. In Retail POS, navigate to Settings > Price Rules
  2. Click + New Price Rule.
  3. Give a descriptive name to the price rule, like Designer Discount.
  4. Select the shops you want the rule to apply to. You can select multiple shops with the Shift or Ctrl/Command key.
  5. Select Always On if you want this discount to always be applied. Otherwise, add a start and end date.
  6. Click Save Changes.

Specifying price rule applications

  1. Choose whether you want the price rule to apply to specific customer types only. All is selected by default.

    If you create price rules for customer types, make sure you attach a customer as a first step during a sale. Otherwise, the price rule might not apply correctly.

  2. Choose All Items/Charges if you want the price rule to apply to your entire inventory.

    If you create new items after creating a price rule, the new items are not included as part of the price rule unless All Items/Charges is enabled. If you don't enable this option you must manually add the new items to the price rule.

Setting price rule discount types

  1. Select the type of discount you want to give: Fixed, Markup, or Margin.
  2. Click Save Changes.
  3. Specify the discount amount or percentage. To choose a discount, you must have created a discount.
  4. If you did not select All Items/Charges, use the Add Items section to individually add items using the available inventory filters or the Add Multiple Items section to add groups of items by Category or Brand.
  5. Click Save Changes to finalize the price rule.

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