> For the complete documentation index, see [llms.txt](https://helpdesk.getfly.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.getfly.vn/web-version/markdown/sales-management/sales-policy/pricing-policy-management.md).
# Pricing Policy Management
Pricing Policy Management
## 1. User Permissions
To manage pricing policies in Getfly, you must assign the appropriate permissions. Go to Permissions → select the user group → tick the following permissions under Pricing Policy:
Access
Create new
Edit
Delete
Approve
Once permissions are granted, users can create, edit, or delete pricing policies.
## 2. Create, Edit, and Activate Pricing Policies
### 2.1 Create a Pricing Policy from the Main Interface
Go to Sales Policy → Pricing Policy → click Create.
Fill in the necessary fields:
(1) Policy Name: Name the pricing policy appropriately (e.g., “Level 1 Agent Pricing Policy”).
(2) Global Discount (%): Apply a uniform discount to all products for selected customer types. If filled, detailed pricing setup in Steps 6 and 8 becomes optional.
(3) Apply to Employees: Select whether all employees or specific employees can apply this pricing policy.
(4) Apply to Customers: Apply the policy to all customers, customer groups, or specific individuals.
(5) Valid Period: Set the start and end date for the policy.
(6) Product Group: Choose specific product groups or apply to all products.
(7) Allow Override: Enable whether users can change the pricing policy on quotes or orders.
(8) Detailed Pricing Rules: For example, if a customer orders 5 or more vegetarian snacks, the price is set to 50,000 VND with a 30% discount.
After filling out all the details, click Save. To activate the policy, go into the policy detail view or activate it from the main Pricing Policy screen.
### 2.2 Create Pricing Policy via Upload
In Pricing Policy, click Upload. Download the provided template and fill in your product pricing.
Each sheet in the Excel file represents a product group.
Remove sheets for product groups not applying pricing policies.
You can only input fixed prices per quantity range (discounts cannot be applied in bulk upload).
After filling out the Excel, upload it back to the system.
Note: Uploaded policies are by default only visible to the uploader. To share, go into the policy and assign applicable users and customer groups.
## 3. Important Notes When Creating Pricing Policies
Pricing policies apply to both Quotes and Orders.
Use method 2.1 or 2.2 depending on your needs. Method 2.2 is faster but more limited.
Once applied, pricing policies cannot be edited—only deleted or deactivated.
Pricing Policy Priority Logic (when a customer qualifies for multiple policies):
Product-specific policy for the specific customer
Product-specific policy for the customer
Product-specific policy for all customers
General policy for the customer on all products
Group-based customer policy (lowest priority)
-The price policy can be applied in the quotation section. When the price policy expires, you can no longer create orders from the quotation.
-Any pricing policy that has already been applied cannot be edited. You can only delete or disable pricing policies.
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