To add a charge type criteria to a product

  1. Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists details page.
  3. Click the Price List Items tab.
  4. Search for the product to which you want to add a charge type criteria.
  5. Click the ellipsis icon  next to a product name and click Charge Type Criteria. The Charge Type Criteria pop-up is displayed.

    Charge types save automatically when added, without requiring the SAVE button. This ensures updates are reflected immediately and prevents incorrect messages when deleted without saving.

  6. On the Line Items tab, enter the following details:
    1. Field: Select a field on the product. You can select custom fields also.
    2. Operator: Select an operator.
    3. Value: Enter a value.
    4. Click Add Criteria to add one more criteria.
    5. Click the remove icon to remove a criteria.
    6. Click Remove All to remove all criteria.
    7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
    8. Click Save.
  7. On the Product Attributes tab, enter the following details: 
    1. Field: Select a field on the product. You can select custom fields also.
    2. Operator: Select an operator.
    3. Value: Enter a value.
    4. Click Add Criteria to add one more criteria.
    5. Click the remove icon to remove a criteria.
    6. Click Remove All to remove all criteria.
    7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
    8. Click Save.
  8. Click Save on the Price List Items tab.

To remove a charge type criteria from a product

You must remove the price list item to remove a charge type.

  1. Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists details page.
  3. Click the Price List Items tab.
  4. Search for the product from which you want to remove a charge type criteria.
  5. Click the ellipsis icon  next to a product name and click Charge Type Criteria. The Charge Type Criteria pop-up is displayed.
  6. On the Line Items tab, click the remove icon to remove a criteria and click Save.
  7. On the Product Attributes tab, click the remove icon   to remove a criteria and click Save.
  8. Click Save on the Price List Items tab.