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Override calculated pricing in price books

Assign a different calculated price formula to a product for a specific price book.

This feature requires an Enterprise plan.

Overview

Section titled “Overview”

Each product can have a default calculated price that applies across every price book. When one catalog needs different math — for example a partner book that uses a different formula — a calculated pricing override assigns a different calculated price formula to that product in that price book only.

The override replaces which formula runs. It does not replace calculated pricing with a fixed price book amount. Everywhere else, the product’s default calculated price still applies.

Prerequisites

Section titled “Prerequisites”
  • An Admin role in Quotivity Studio
  • At least one calculated pricing formula created
  • A product assigned to a default calculated price (or ready to receive an override)
  • A price book where the product is included

Steps

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  1. Open Price Books. In Quotivity Studio, go to Pricing → Price Books.
  2. Open the price book. Select the price book that needs its own formula.
  3. Find the product. Search for the product that uses (or should use) calculated pricing.
  4. Open calculated pricing for the product. Use the product’s calculated pricing controls in that price book (often labeled Set Calculated Price or similar on the product pricing row).
  5. Choose the override. Under Override Calculated Price, pick the formula this price book should use, or choose Use product default to clear a previous override. Review the formula preview if shown.
  6. Save. Click Set Calculated Price (or the equivalent save action). New quotes that use this price book evaluate the override formula for that product.

To remove an override later, open the same dialog and click Clear Override, or set the selection back to Use product default.

Example

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Your standard signage formula multiplies width by height. A partner price book needs a different factor built into a second formula. Assign that second calculated price as the override on the partner book so partner quotes use it, while other books keep the default.

Tips

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  • Use overrides sparingly. If every price book needs different math, create clearly named formulas and assign them deliberately — a web of overrides is harder to support.
  • Confirm the product still has a sensible default calculated price for books without an override.
  • Test the product in Quote Builder with the relevant price book selected so you can confirm which formula runs.
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