If a price list isn't applying

In Heyquip: Clients > Businesses

You will find out why the discount is not coming off an order and fix it in the price list.

Steps

1. Open the business record and check the Applied price list rules card. No rule there means nothing is tying a list to this business.

   

2. Open the price list under Clients > Price Lists and look at Price list rules.

3. Date: Check for a red Expired badge. If the rule's end date has passed, extend the dates or add a new rule.

   

4. Application: Check who the rule is assigned to, is it the right client?
5. Check the list's Scope. Specific lists need to have rules with specific categories, item or product groups.
6. Check the order line itself. A line with a matching list shows the list's name as a tag, above the price. No tag means no list matched.

Related tasks

• Give a customer a discount
• Create a price list
• Add a business