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Prices & units

Prices & units screen in Octibiz

Overview

Four modules interlock in price determination. Telling them apart answers the most common question of all — why is that the price?

SurfaceWhat it defines
Price tiersquantity-dependent prices per item — globally, per price list or per customer group
Customer pricescustomer-specific price lists with terms per item or category
Customer groupsgroups with discounts, price rules, price display and visibility
Packaging unitsunits of measure, pack sizes per item and free conversions

Core tasks

Maintain price tiers. Tier sets define which price applies from which quantity. The scope decides the reach: globally for everyone, per price list or per customer group.

Grant customer prices. Customer-specific price lists with terms per item or per category. The category term is the more effective lever — it also applies to items that do not exist yet.

Set up customer groups. A group brings members together and carries price rules, the price display and visibility. It is the remedy against a hundred individual agreements.

Maintain units and pack sizes. Units of measure with dimension, base factor and decimal places; pack sizes per item; free conversions globally or per item — per item also across dimensions, such as "1 piece = 250 g". That conversion is exactly what anybody weighing piece goods or selling weight goods by the piece needs.

Fields in detail

The order of price finding decides which price ends up on the document: a customer price beats a tier, a tier beats the catalogue price. A promotion comes on top of that.

Price tiers

FieldRequiredValues / formatWhat it does
Article productIdyesan existing articleWhich article the tier applies to.
Scope scopenoglobal, price list, customer groupFor whom. Global applies to everyone, the other two to a specific list or group.
Reference refIdwith list/groupthe list or groupWhich list or group is meant.
Quantity basis qtyBasisnoper item or whole documentWhat the quantity is measured on. Whole document adds the same article across several rows — the difference that decides the tier when one article appears twice.
Tiers tiersyesquantity and price per tierThe tier table itself: from what quantity which price applies.
Rank prioritynonumberWhat wins when two tiers match.
Valid from / to validFrom, validTonodateTime limits. Empty means open-ended.
Brand brandIdnoone of your brandsWhich brand the tier applies to.
Active activenoyes/noWhether the tier applies.

Customer price list

FieldRequiredValues / formatWhat it does
Customer customerUlidyesan existing customerWhose prices.
Name namenotext, max. 100 charactersWhat the list is called, say "framework agreement 2026".
Prices pricesyesarticles with a priceThe agreed prices. They beat everything else — which is why what is contractually promised belongs here, and nothing else.
Valid from / to validFrom, validTonodateTerm of the agreement. After it passes normal price finding applies again without anyone deleting the list.
Note notenotextWhat the prices rest on.
Brand brandIdnoone of your brandsFor which brand.
Active activenoyes/noWhether the list applies.

Customer group

FieldRequiredValues / formatWhat it does
Name nameyestext, max. 100 charactersWhat the group is called, say "resellers".
Key keynotext, max. 50 charactersThe technical identifier for import and automation. Do not change it once customers are assigned.
Default discount (%) defaultDiscountPctnopercentageThe reduction every member gets without any further rule. It applies before tiers and promotions.
Price list priceListIdnoan existing price listWhich prices apply to the group. Through the group tiers and prices apply to everyone at once — the way to maintain terms without repeating them per customer.
Price display taxDisplaynonet, gross, tax freeWhether members are shown net or gross prices. Net for resellers, gross for consumers — the default for every document of this group.
Automatic assignment autoAssignRulenoconditionsWho joins the group by themselves, say from an annual revenue. Without a rule assignment is manual.
Active activenoyes/noWhether the group has effect.

Settings & permissions

  • Four modules, four flags: module.price_tiers, module.customer_prices,

module.customer_groups, module.packaging.

  • Permissions per surface: pricetiers.tier.view/manage, customerprices.price.view/manage,

customergroups.group.view/manage, packaging.units.view/manage.

  • Calculation happens in the core. The order in which tier, customer price and group discount

take effect is determined by the commerce core — not the individual module.

  • The RRP is never part of price determination, see Products.

FAQ & troubleshooting

The price on the quote is not the expected one. Work through the chain: the customer's individual price, then the customer group, then the tier, then the list price. The more specific entry wins.

A tier has no effect. Check the scope — a set per customer group applies only to its members.

A conversion is rejected. Cross-dimension conversions are possible per item only, not globally. A global "piece = gram" would have no universally valid meaning.

New items do not receive the customer discount. Then the term is maintained per item instead of per category.

pricing.pricing · Available from version 0.5.0