Rules in Paragon can be custom designed for your business's unique needs. Sometimes, rules are written for specific requirements, but can be applied to the majority of organizations.

In this article, we'll walk you through one of the rules that can be applied to many organizations: automatically changing the sales price based on a customer class. 

Often, businesses have different types of customers. Some of these customers can negotiate for special pricing - and may pay more or less than the standard product prices. This rule in ParagonERP allows you to set a predetermined price for a particular product and a particular customer, and automatically update the price upon adding that item to a transaction.

In this example, we'll show you how to set up the conditions for the rule. Once you've set up all the conditions, contact us at support@paragon-erp.com, and we'll install the rule(s) for you!

Step 1: Adding the attributes

The first thing you're going to need to do is create the right attributes.

The attributes that you will need to add are: customer class and customer class 1 price, customer class 2 price, etc. Be sure that customer class is a free flow text and any customer class # price attributes are monetary values.

Step 2: Configuring screen setup

Once you have your attributes setup, add them to the necessary reference screens and transaction screens. You can see in the above screenshot that the customer class attribute was added to the customer screen, quote, order, invoice, rma, and credit screens. The customer class price attributes are all added to the product screen as a monetary value.

Here's a sample of the customer screen setup:

Here's a sample of the product screen setup:

Here's a sample of the order screen setup:

In this example, we'll show you the rule working on orders.

Customer screen:

Once you've set it up your customer screen should look something like this:

Product screen:

The product screen should have different prices for the customer class 1,2,3 etc. price attribute. These prices should differ from the sales price.

Order screen:

The order screen should have the customer class attribute as a header attribute either in the business terms shown below or in the more tab.

Add customer:

Upon adding your customer to the order screen, you will see that the customer class header gets populated automatically as long as the customer class attribute is set up via the attribute inheritance function to be pulled from the customer screen onto the order screen.

In this case for attribute inheritance, you would select order module, with customer class as the attribute to pull from the customer screen.

Step 3: Running the rule

Once all your attributes are setup on the appropriate screens, and the attribute inheritance is setup, create an order and watch your rule come to life!  Once you've set up all the conditions, contact us at support@paragon-erp.com, and we'll install the rule(s) for you!

Add product(s) to your order:

Hit the blue add button to add your product to the order. Select your product and hit the green accept button. You can also search for your product in the search bar, instead of scrolling through the list of items.

I've added my item, now what?

Upon saving your order, you will see the customer class header populate to the class of the chosen customer.
You'll also notice the price change accordingly, and you'll be given a notification confirming the price has changed.

What's next?

Once you're all set, and you've entered the quantity and saved your order, you can go ahead and issue the order by hitting the green action button at the bottom right hand corner of the screen.