How to Test Promotional Pricing Rules
The Test Promotional Pricing tool lets you simulate how promotional pricing rules will affect item prices before you activate them in your inventory. Use it to verify that your discount rules produce the expected results at various quantities, ensuring your promotions are configured correctly before they go live.
Opening the Tool
Navigate to Tools > Test Promotional Pricing from the main menu bar. This tool requires the TOOL_TEST_PRICING permission, which is assigned to Manager and above. If you do not see the menu item, ask your administrator to verify your role has this permission.
What This Tool Does
This tool is a pricing calculator, not a printer. It does not create, modify, or activate any pricing rules in your system. It is a read-only simulator that lets you enter hypothetical pricing scenarios and see exactly what the customer would pay. Use it to verify that your discount rules produce the expected results at various quantities before configuring them in the Inventory module.
Entering the Item Price
Enter the regular retail price of the item in the Item Price field. This is the base price per unit before any discount is applied. For example, if your item normally sells for $10.00, enter 10.00 in this field. The tool uses this value as the starting point for all discount calculations.
Entering the Quantity
Enter the number of units the customer is purchasing in the Quantity field. The tool calculates the discount based on this quantity and the pricing rule's quantity range. Change this value to see how different purchase amounts affect the final price.
Discount Types
Three discount types are available as radio buttons. Select one at a time:
Special Price
Sets a new fixed per-unit price that replaces the regular price. The customer pays the special price instead of the regular price for each qualifying unit.
Example: Regular price is $10.00, special price is $7.50. The customer pays $7.50 per unit instead of $10.00. For a quantity of 4, the total is $30.00 instead of $40.00, saving $10.00.
Discount Amount
Subtracts a fixed dollar amount from the regular price per unit. The customer pays the regular price minus the discount amount for each qualifying unit.
Example: Regular price is $10.00, discount amount is $2.50. The customer pays $7.50 per unit ($10.00 minus $2.50). For a quantity of 4, the total is $30.00 instead of $40.00, saving $10.00.
Discount Percentage
Subtracts a percentage of the regular price per unit. The customer pays the regular price reduced by the specified percentage for each qualifying unit.
Example: Regular price is $10.00, discount percentage is 25%. The customer pays $7.50 per unit ($10.00 multiplied by 0.75). For a quantity of 4, the total is $30.00 instead of $40.00, saving $10.00.
Quantity Range
The Quantity From and Quantity To fields define the minimum and maximum purchase quantity for the discount to apply. These fields simulate the quantity thresholds you would configure on an actual promotional pricing rule.
Example: Setting Quantity From to 3 and Quantity To to 10 means the discount only activates when the customer buys between 3 and 10 units (inclusive). If the entered quantity is 2 (below the minimum) or 11 (above the maximum), the breakdown display shows a warning in orange-red text indicating that the quantity falls outside the eligible range.
This is useful for testing tiered pricing structures where different quantity ranges receive different discount levels.
Calculation Results
Three read-only result fields update automatically as you change any input:
- Total Price — The item price multiplied by the quantity, before any discount is applied. This is what the customer would pay at full price.
- Total Discount — The total savings calculated by the selected discount type. This shows exactly how much the customer saves.
- Discounted Price — The final amount the customer pays after the discount is subtracted from the total price.
These fields recalculate live whenever you modify the item price, quantity, discount type, discount value, or quantity range.
Breakdown Explanation
A color-coded text area below the results provides a detailed, plain-language explanation of how the calculation was performed:
- Green text indicates the discount applies successfully. The breakdown shows the step-by-step math: the base price, the discount applied, and the final per-unit and total amounts.
- Orange-red text indicates the entered quantity falls outside the eligible quantity range. The breakdown explains why the discount does not apply and shows what the customer would pay at full price.
This color coding makes it immediately obvious whether your promotional rule would activate for the given scenario.
Compute Button
Click the Compute button to manually trigger a recalculation of all results. While the tool also recalculates automatically when any field changes, the Compute button is available if you want to explicitly refresh the results after making multiple changes.
Help Button
Click the Help button to open a built-in help file with additional examples and detailed guidance on each discount type. This is useful for new users who want a quick reference while learning the tool.