Date-based pricing rules

Date-Based Pricing Rules

Date-based pricing rules let you automatically apply surcharges or discounts to quotes based on the day of the week or a specific date range. This is ideal for event caterers and food truck operators who charge more on weekends, public holidays, or peak seasons.

Getting There

Navigate to Settings → Pricing to find the Pricing rules panel.

Adding a New Rule

1. Click Add rule in the top-right corner of the Pricing rules panel.
2. Fill in the Rule name field — use something descriptive like "Weekend surcharge" or "Summer peak rate."
3. Enter a value in the Adjustment (%) field:

• Positive numbers add a surcharge (e.g. 15 = +15%)
• Negative numbers apply a discount (e.g. -10 = 10% off)

1. Choose a rule type using the toggle:

• Days of week — applies the adjustment on specific weekdays
• Date range — applies the adjustment between a start and end date

1. Configure the rule type:

• For Days of week: tap the day circles (S, M, T, W, T, F, S) to toggle which days are included. At least one day must be selected.
• For Date range: set a Start date, an End date, or both. You can leave one blank to create an open-ended range.

1. Click Save to confirm, or press Enter from the adjustment field.

Editing and Managing Rules

• Click the pencil icon on any rule to edit its settings.
• Use the enable/disable toggle on each rule to turn it on or off without deleting it.
• Click the X icon to delete a rule — you'll be asked to confirm before it's removed.

Validation to Know About

• Adjustment values must be between -90% and +500%.
• For date ranges, the end date must be on or after the start date.
• A weekday rule requires at least one day selected.

> Tip: Rules are applied when generating quotes — check your quote totals after enabling a new rule to confirm the adjustment is working as expected.