Do Price Book Rules apply to Subscriptions?

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  • SailReal
    Member
    • Jun 2025
    • 34

    #1

    Do Price Book Rules apply to Subscriptions?

    Hey all,

    I'm currently testing the Sales Pack to design our requirements with it. During testing I noticed the following:

    If I create a "Rule" in a "Price Book" to reduce the price by e.g. 50% when the quantity is above 15, why is this not applied in Subscriptions?

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    Only the discounted price for min quantity 10 is applied but not the rule:

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    Am I doing something wrong?

    Thanks!
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9751

    #2
    Hi,

    I just tested this scenario and it worked for me. Can you provide a screenshot of your rule so we could try to reproduce?

    Comment

    • SailReal
      Member
      • Jun 2025
      • 34

      #3
      Thanks for the fast response!

      I tried it with e.g. this on the demo instance https://demo.eu.espocrm.com/?l=en_US...d642f2b9b46337 and https://demo.eu.espocrm.com/?l=en_US...a963fcd9f095ba

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      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9751

        #4
        You need to choose Base On = Unit. This will mean that the discount is applied based on the unit price inferred before applying any rule.

        Comment


        • SailReal
          SailReal commented
          Editing a comment
          Aaaah I see, I tried a lot of combinations but obviously missed this one. Thank you very much, it works

          Edit: hmm not on my local instance but now I know it works in general, I just need to find the diff.
          Last edited by SailReal; 03-18-2026, 01:12 PM.
      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9751

        #5
        Note that prices are calculated when a product is added or when quantity is changed (prompting the user to apply the new price). When a price book is selected later, prices are not changed automatically. Though you can initiate price recalculation from the dropdown in the items panel.

        Comment

        • SailReal
          Member
          • Jun 2025
          • 34

          #6
          I found the cause: If there is only one price (or multiple) in the template with a min quantity, the rule is not applied. If there are two price entries, one without a min, the rule is applied, see https://demo.eu.espocrm.com/#PriceBo...d642f2b9b46337 and https://demo.eu.espocrm.com/#Subscri...bd48a0e89d0ec4
          I just set to the other "Candy supply" with "1 Year" a limit as well and added the rule, now the rule is not applied anymore when period is set to 1 Year. If I remove again the min quantity of 5, it works again.

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          It looks like the code requires one price without a quantity so that the rule is applied or some other logic?
          Last edited by SailReal; 03-19-2026, 11:02 AM.

          Comment

          • yuri
            EspoCRM product developer
            • Mar 2014
            • 9751

            #7
            Yes, it's the base concept.

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