Use this article when a specific customer or order shape needs a different margin than your standard category markup — for example, a volume customer on Stitched Books, or a 5,000-copy quantity tier on every product. After this you will have a saved pricing rule that GelatoConnect Estimator applies automatically on matching quotes, with the rule visible on the price breakdown.

Before you begin

Category default markups are set up on the products you intend the rule to affect. Pricing rules adjust on top of the category markup; they do not replace it.
Your tenant has Pricing rules enabled in Estimate Setup.
Required role: MIS Admin (see Estimator permissions reference).
Decide before you start whether this rule should increase or decrease the existing markup, or set a new fixed margin. Set-rules stop lower-priority rules from running.

Steps

1. Open the Pricing rules area

In Estimate Setup, select Pricing rules from the left navigation. The rule list shows every rule on this tenant with its priority and active state.

2. Add a new rule

Select Create new pricing rule. Give it a name that names the customer or scenario, not the math — for example, "Volume Customer — Stitched Books" rather than "+5% markup". The name is what shows on the Issue analysis dialog and on the price breakdown when the rule fires.

3. Define the conditions

Under Conditions, add the criteria that decide when the rule runs. Common combinations:

Customer or customer group (for a customer-specific rule)
Product category include or exclude (for a category-specific rule)
Quantity or dimension range (for a volume-tier rule)
Effective date range (for a temporary promotion)

All conditions on a single rule are AND-combined: every condition must match for the rule to fire.

4. Define the action

Under Actions, choose what happens when the conditions match:

Increase by percentage or Decrease by percentage — adjusts every markup bucket, or one named bucket, by the percentage.
Set value-added percentage or Set value-added per press hour — replaces the calculated value with the one you enter. Set-rules block any lower-priority rule from also running.

For a graduated quantity discount, use a price table inside one rule rather than duplicating the rule per tier — the rule evaluates the tier from the quote's quantity and picks the matching row.

5. Set the rule active and save

Toggle the rule to Active and save. The rule now sits in the rules list as a pending change.

6. Set the priority

Drag the rule in the list so its position reflects when it should fire. GelatoConnect Estimator walks the rules top-down on each quote and applies the first match. A higher-priority rule wins when more than one rule could match.

7. Apply Pending Changes

Open Pending Changes at the top of the left navigation and select Apply Changes. The rule is now live for new and recalculated quotes.

Example: Volume Customer rule for Northgate Press

We'll set up a rule for Northgate Press that gives Volume Customer an extra 5% margin reduction on Stitched Book quotes.

Spec:

Press: XL105 (the offset path for Stitched Book at Northgate Press)
Substrate: SRA1 (narrative: Silk 100gsm SRA1)
Category: Stitched Book
Customer: Volume Customer
Action: Decrease markup by 5%

Walking the steps with these values:

Step 3 result: Conditions read "Customer = Volume Customer AND Category = Stitched Book".
Step 4 result: Action reads "Decrease by percentage = 5% on all markups".
Step 7 result: The rule list shows the new rule as active. The Pending Changes pill at the top of the left navigation drops back to zero.
Final state: A test quote for Volume Customer on Stitched Book runs the rule. Its price breakdown shows the markup line reduced by 5% and the rule named in the Pricing rules applied section. A quote for any other customer leaves the markup at the category default.

What success looks like

The rule appears in the Pricing rules list with Active toggled on.
A test quote that should match the rule shows the margin shift only when conditions match.
The price breakdown on that test quote lists the rule by name under Pricing rules applied.
Reordering the rule in the priority list changes outcomes in a predictable way when multi-rule conditions overlap.

Things to know

Pricing rules adjust the pricing layer; they do not fix wrong base costs. If a quote's base cost looks wrong, check Print machines rates and substrate prices first.
The Historic estimate upload area (if your tenant shows it) trains GelatoConnect Estimator's suggestion engine. It does not feed the pricing-rule math.
A rule with no conditions matches every quote. Use this only when you intentionally want a tenant-wide adjustment.