Quick answer
- Configure bottle price ranges and global pricing options first.
- Configure the glass pricing mode, basic or advanced, per beverage type.
- Save persists the configuration. Apply recalculates prices on wines.
What you configure
Bottle pricing rules
- Price ranges with markup logic
- Markup style, either multiplier or percentage
Global pricing options
- Lot cost policy (
FIFO,LPP,HWM,WAC,LOW) - Rounding strategy
- Pricing basis (
purchase_price, or market-aware options) - Whether depleted lots are included in the cost basis
Glass pricing rules
- Logic specific to each beverage type (
wine,sparkling,fortified) basicmode: straightforward proportional logicadvancedmode: waste surcharge and fixed adjustments, per volume or shared across volumes
Scope strategy
Use organization scope for one policy across all locations. Use site scope only when a site genuinely needs local pricing behaviour.
In practice: start in org scope, and override at site level only for clear local differences.
Save versus apply
- Save rules stores the configuration only.
- Apply rules recalculates wine prices using the current saved configuration.
The recommended sequence is:
- Update the rules.
- Save.
- Apply.
- Spot-check bottle and glass prices.