Scope
This reference describes the fields on the three pricing-setup surfaces: bucket markups on a product category, the price adjustment model on a product category, and the pricing-rules editor. Custom step-pricing formulas live in the Price models reference and are not repeated here.
Bucket markups on a product category
The six cost buckets receive a markup percentage on every category row in Estimate Setup → Products → Categories.
Field | What it controls | When to change this | What depends on it |
Substrate markup % | Markup on paper and board cost for jobs in this category. | When the shop renegotiates paper pricing or updates the target paper margin. | The Substrate bucket line on every quote in this category. |
Other Material markup % | Markup on ink, plates, foils, laminates, and consumables. | When consumable cost shifts or the shop changes its target margin on materials. | The Other Material bucket line on every quote in this category. |
Labor markup % | Markup on operator hours. | When the shop's labour-cost recovery target changes. | The Labor bucket line on every quote in this category. |
Machine markup % | Markup on press and finishing-equipment time. | When the shop's machine-cost recovery target changes. | The Machine bucket line on every quote in this category. |
Outwork markup % | Markup applied to subcontracted work. | When the shop's outwork policy changes (cost recovery vs margin). | The Outwork bucket line on every quote in this category. |
Delivery markup % | Markup on shipping and packaging that flows into the quote. | When the shop carries freight cost vs charging at-cost. | The Delivery bucket line on every quote in this category. |
Price adjustment model | Which model rolls the marked-up buckets into a final price: Gross Profit %, VA per Press Hour, or VA %. | When the commercial strategy for the category changes (target margin vs target press-hour yield). | The headline figure shown on the quote and the audit row on the price breakdown. |
Pricing rule conditions (the If clause)
Conditions narrow when a rule fires. A rule with no conditions matches every quote in scope; conditions are additive — every selected condition must be true for the rule to fire.
Field | What it controls | When to change this | What depends on it |
Customer | Limits the rule to one customer or a customer tag. | When the negotiated exception is for a specific buyer or buyer group. | Whether the rule fires for quotes under that customer. |
Product category | Limits the rule to specific categories. | When the exception only applies to certain product lines (e.g., Stitched Book but not Banner). | Whether the rule fires for quotes in that category. |
Quantity band (Min / Max) | Quantity threshold the quote must fall inside. | When the rule covers volume pricing — e.g., 5,000–50,000. | Whether the rule fires for the quoted quantity. |
Sheet size | Limits the rule to a specific finished or sheet size. | When the exception is size-driven (large-format poster, narrow banner). | Whether the rule fires for the quoted size. |
Valid from / Valid to | Date range during which the rule is active. | When the exception is time-bound (a promotional period or a contract window). | Whether the rule fires on the quote date. |
Pricing rule actions (the Then clause)
Actions are what the rule does when its conditions match. Multiple actions on one rule run together; only one rule per scope wins when actions overlap, in priority order.
Field | What it controls | When to change this | What depends on it |
Increase / Decrease by percentage | Nudges a bucket markup percentage up or down. | When the rule adjusts margin without overriding it. | The bucket markup that runs on the quote. |
Set value | Overrides the bucket markup, the adjustment-model target, or the price entirely. | When the rule fixes a number rather than nudging it (e.g., set VA per Press Hour = €150/h). | Whether downstream rules continue to process. A |
Price table | Looks up a price from a quantity-by-spec table inside the rule. | When the negotiated price varies smoothly with quantity — the rule embeds the table rather than the price. | The line on the price breakdown attributable to the price-table lookup. |
Priority (rank) | Order of evaluation. Top of the list runs first. | When two rules can both fire on the same quote and the shop needs one to take precedence. | Which rule wins when actions overlap. |
Status | Active or Inactive. | When the rule is temporarily disabled without being deleted. | Whether the rule is evaluated at all. |
Where to read the audit trail
The See price breakdown modal on a quote includes a Pricing rules applied footer listing every rule that fired and what it changed. The bucket markup rows show which percentage was used (default vs rule-nudged), and the adjustment-model row shows the active target (default vs rule-set). Use this footer when investigating why a price is not what you expected.