Set up bracket pricing groups

You can define and customize bracket pricing details to control how pricing tiers are applied based on different usage types, sources, and thresholds.

To set up a bracket pricing group, follow these steps:

1. Select the Search icon , enter Bracket Pricing Groups, and then choose the related link.
   The Bracket Pricing Groups page opens.

2. Enter the required information in the following fields:

   Field	Description
   Code	Enter a code for the bracket pricing group.
   Description	Enter a description for the bracket pricing group.
   Usage Type	Select the usage type of the bracket pricing group. The default value is Sale.
   Source Type	Select the source type to which the system must apply the bracket pricing group of the sales document. The available options are: Campaign: The system updates the bracket pricing code in the Campaign field of the sales document. Cust. Price Group: The system updates the bracket pricing group code in the Customer Price Group field of the sales document. Cust. Disc. Group: The system updates the bracket pricing code in the Customer Disc. Group field of the sales document.
   Threshold Type	Select the type of threshold the system must apply. The available options are: Quantity: Applies bracket pricing based on the quantity of items in the sales document. Weight: Applies bracket pricing based on the total weight of items. Weight and Quantity: Applies bracket pricing only when both weight and quantity meet the respective thresholds. Weight or Quantity: Applies bracket pricing if either the weight or quantity meets the threshold.
   Unit of Measure Code	Select the unit of measure code used for the bracket pricing group.

   When a new line is created, the system displays the following field values by default. - The Source Type field value is set to Campaign. - The Threshold Type field value is set to Weight.

The system displays an error when the Bracket Pricing Group Code field value on the Bracket Pricing Groups page is duplicated.

To edit exclude from bracket pricing in the item templates, follow these steps:

1. Select the Search icon , enter Item Templates, and then choose the related link.
   The Item Templates page opens.
2. Select the preferred code on the item templates to open the Item Template Card page.
3. On the Prices and Sales FastTab, turn on the Exclude from Bracket Pricing toggle to exclude the item from bracket pricing calculations.
4. Turn off the Exclude from Bracket Pricing toggle to include the item from bracket pricing calculations.

When the item is created using a template:

• The Exclude from Bracket Pricing field value from the template is automatically copied to the new item record.
• The toggle remains editable on the item card after item creation.

To assign bracket pricing group code in the customer templates, follow these steps:

1. Select the Search icon , enter Customer Templates, and then choose the related link.
   
   The Customer Template page opens.
2. On the Invoicing FastTab, on the Advanced Pricing section, select the Bracket Pricing Group Code field.
3. Select the required code.

When a customer is created using a template:

• The Bracket Pricing Group Code field value from the template is automatically copied to the new customer record.
• The field remains editable on the customer card after customer creation.

This setting is only applicable in a sales document when the price calculation method, Advanced Pricing is used.