Custom prices

Custom prices are per-customer overrides that sit on top of your pricing tiers — one-off deals for a specific customer (or customer tag) on a specific product (or slice of the catalog). Nebo's Painting Service gets a special price on REGAL SELECT MATTE -BASE 2, regardless of their Painter tier.

In the POS mode, open Products in the left sidebar — Custom prices is the second top tab across.

How custom prices work

When a customer is attached to a sale, Rundoo rings each line like this:

1. Is there an active custom price for this (customer, product) pair that matches the location and date? Use it.

2. Otherwise, use the customer's assigned pricing tier.

A custom price isn't just one row for one product at one price — it's a small rule with four parts.

Part	Choices	What it means
Assign to	Customer · Customer tag	Who this price applies to. Customer targets one customer (optionally narrowed to a specific Job). Customer tag targets every customer carrying that tag — handy for broad cohorts like VIP or Employee.
Products	By rules · By product · All products	What this price applies to. By product picks items one at a time. By rules scopes by Vendor, Department, Class, Fineline, or Product tag — so you can say "all Benjamin Moore, all paint sundries, this whole fineline." All products is the blanket option.
Pricing strategy	Discount · Margin · Dollar	How the price is computed. Discount is a percentage off a reference tier (15% off Tier 1 Msrp). Margin targets a gross margin percentage off cost (30% margin). Dollar is a fixed price ($42.99).
Schedule and location	Start date, expiration date, one or more locations	When and where the price is live. A price that started yesterday with no expiration applies indefinitely at every location you picked. Set an expiration to auto-retire it — useful for short-term deals you don't want to remember to turn off.

Adding a custom price

From the Custom prices tab, click + Add custom price in the top-right. The New custom price form opens as a full page (not a modal) with four sections to fill in top-to-bottom.

1. Assign to — leave Customer picked and choose the customer from the dropdown (Nebo's Painting Service in the example above). Attach a specific Job if this price should only apply when that job is selected on the sale.

2. Products — pick By product to target specific items, then search and add as many SKUs as the rule should cover. One rule can carry multiple products — the pricing strategy and dates apply to all of them. Use By rules for catalog slices (vendor, department, class, fineline, or product tag) and All products for blanket overrides.

3. Pricing strategy — pick Discount, Margin, or Dollar, then fill in the corresponding input. Discount and Margin require a Reference tier (so the system knows what to discount from); Dollar doesn't. Price rounding lets you snap computed prices to a cleaner number (.99, .95, nearest dollar) — optional.

4. Schedule and location — Start date defaults to Today, Expiration date defaults to Dec 31, 2099 (effectively never). Narrow to specific Locations or leave All locations selected.

Click Save in the top-right. The new entry lands in the list and starts applying on the next sale.

Editing or removing a custom price

Click a row in the Custom prices list to open its detail page. The page is the same form you filled out to create it — every field is editable, including Assign to, Products, and Pricing strategy.

• Edit — change any field, then click Save in the top-right. The update applies on the next sale.

• Remove — click Deactivate in the top-right. Deactivated custom prices disappear from the Active status filter (the default) and stop ringing at POS immediately. They're not hard-deleted — switch the status pill to Not archived or All if you need to see historical entries.

Editing custom prices inline in the list

Click into the Price, Margin %, or Discount % cell on any row to edit a rule in place — no need to open the rule's detail page. Which column accepts edits depends on the rule's Strategy:

• Dollar strategy → Price is editable.

• Margin strategy → Margin % is editable.

• Discount strategy → Discount % is editable.

The other two cells stay locked on that row — they're derived from the live one (a 30% margin rule doesn't have a fixed dollar price to edit).

To bump many prices at once, edit each row you want, then click Update N… in the action bar at the bottom-right and confirm. Update N… is the primary action; Download spreadsheet is the secondary. Default columns lead with Strategy · Price · Margin · Discount under the CUSTOM PRICE group; older columns (Customer ID, Location, Count) tuck behind Show/hide if you need them back.

How custom prices appear at POS

On a sale with a matching customer attached, Rundoo rings the line at the custom price automatically — no cashier action, no prompt. The line shows the custom price in the PRICE cell, with the customer's tier price crossed out directly beneath and the discount percentage called out. It's the same visual pattern as a promotion — tier line crossed out, effective line in full strength.

Here, Nebo (Tier 5 Painter) is getting REGAL SELECT MATTE -BASE 2 at a custom $42.99 instead of the $77.99 tier price — a 44.9% off saving versus the tier. No cashier input needed, no override to remember.

If the same product shows up on a sale without the custom-priced customer attached, it rings at the buyer's tier price — the custom price is scoped to the customer, not to the product.

Why a custom price isn't applying at POS

If you set up a custom price and the system isn't changing the price in a transaction (the line still rings at the tier price, or comes out at something unexpected like cost), it's almost always one of the reasons below. Work down the list in order.

1. The customer isn't attached to the sale. Custom prices only ring when that specific customer (or a customer carrying the tag the rule targets) is on the transaction. A walk-in with no customer attached rings at your default tier, never a custom price.

2. The rule is scoped to a Job that isn't selected. This is the sneaky one. If the custom price was created with a specific Job picked under Assign to, it only fires when that same job is selected on the sale. On a sale with no job, or a different job, it silently won't apply, even though the custom price still shows up under the customer. The fix is to open the rule and clear the Job, or add a second rule with no job so it covers the whole account.

3. The product isn't actually in the rule's scope. A By product rule has to list that exact SKU; a By rules rule has to have a Vendor / Department / Class / Fineline / Product tag that covers it. Remember that searching Custom prices for a SKU won't surface a rule that covers it by department or class (see the search callout above) — click into each rule and read its scope instead of trusting search.

4. The schedule or location doesn't match. The rule has to be active for the sale's date and the register's location. A Start date still in the future, an Expiration date already passed, or a location the rule doesn't include will all leave the price dormant.

5. The sale or draft is older than the rule. Changes apply on the next sale, not retroactively. A sale already rung, or a draft saved before the rule existed with its line prices locked, keeps the price it was created at.

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Recommended Rundocs

• Pricing tiers — the named price lists custom prices layer on top of.

• Products — where each product's list price and tier prices live.

• Customers — where you assign the tier that custom prices override.