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TCUUT
Level 2

Advanced Pricing - Price Rule Overrides revert to rule data is updated

We recently upgraded to QB Enterprise for Manufacturing Silver Tier to allow access to the advanced pricing capabilities. Our products are listed at MSRP and our wholesale customers buy at a discount off of the MSRP based on their annual volume with us. We have 5 different pricing levels so I set up price rules accordingly.  It worked beautifully and saved hours on order entry.  Unfortunately, we quickly discovered a HUGE issue.

 

We often have to override a price on sales orders because the customer either wants to customize the product or we need to send a replacement product at zero charge to the customer.  QuickBooks lets us override the price rule on the sales order and save it.  HOWEVER, if you go back into the order form later to edit a field such as Sales Order Date, Batch Number, etc, the overridden prices recalculate based on the sales rule.

 

QuickBooks does give you a pop up letting you know that the change will  cause a price recalculation but it does not give you the option to say "No, do not recalculate".  Is there a setting that will prevent QB from recalculating the price rule after in has been saved?

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