Chain Pricing Rules
Chain pricing rules allow multiple conditions to be applied to determine if a pricing rule should be applied. The conditions are defined using pricing sub-rules.
Pricing sub-rules include two additional comparison types:
- SKU Count – Compares pricing sub-rule quantity max and pricing rule quantity min with count of unique products on the order to determine if the pricing rule applies
- Inventory Monitoring Value
For example:
- A chain discount pricing rule can apply a 2% line discount to Cholecap 10mg when $500 worth of Cholecap 20mg and 750 quantity of Cholecap 30mg are ordered
- A chain discount brand level pricing rule can apply a 5% brand discount to Cholecap brand products when 100 quantity of Cholecap brand products are ordered or $1,000 worth of products in the Cold & Flu product group are ordered
- A chain free goods pricing rule can add 5 free goods of Cholecap 10mg to an order when 5 different products in the Cholecap brand are included in the order
Who can use this feature?
- iPad, Windows Users (Browser coming soon_
- Users do not require an additional license
- End Users, Order Admins
Configuring Chain Pricing Rules for
Order Admins and End Users
To configure this feature, ensure Configuring Order Management is complete.
Creating Chain Pricing Rules as
Order Admins
Upselling Suggestions are not supported with chain pricing rules.
To create a chain pricing rule:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select one of the following in the Object Type Selector:
- Select Continue.
- Complete the fields for the pricing rule:
- name__v
- product__v
- start_date__v
- end_date__v
- comparison_type__v
- minimum_quantity__v
- maximum_quantity__v (optional)
- discount_override__v or free_goods__v (optional)
- discount_override_max__v or free_goods_max__v (optional)
- Select the chain_rule__v check box.
- Select a value for chain_rule_operator__v.
- Select Save.
- Select Create in the Pricing Sub-rules related object section.
- Complete the fields of the pricing sub-rule:
- comparison_product__v (optional)
- comparison_type__v
- minimum_quantity__v
- maximum_quantity__v (optional)
- Select Save.
Using Chain Pricing Rules as
End Users
When products are added to an order, Chain Pricing Rules can set the line_discount__v, brand_discount__v, group_discount__v, and free_goods__v fields.
If chain pricing rule operator__v equals and__v, all pricing sub-rule conditions must be fulfilled for the chain pricing rule to apply. If chain pricing rule operator__v equals or__v, at least one pricing sub-rule condition must be fulfilled of the chain pricing rule to apply.
Depending on the value of the operator__v field, chain pricing rules can either be applied if all or any of the pricing sub-rule criteria are fulfilled.
Unlike standard pricing rules, where only one pricing rule within each pricing rule object type, pricing rule product, and pricing rule comparison type can apply to an order, up to one chain pricing rule from each level of the Pricing Rule Hierarchy can be applied to an order within each pricing rule object type, pricing rule product, and pricing rule comparison type.
Chain pricing rules can be created for the following pricing rule types:
- Discount Rule (Line Discount Rule only, not Order Discount Rule)
- Brand Level Rule
- Product Group Level Rule
- Free Goods Rule
- Free Goods Percentage Rule
Comparison Types
- If Chain Pricing Sub-rule comparison_type__v equals product_quantity__v
- If comparison product product type equals order__v, quantity__v of comparison product is considered to determine if the discount or free goods apply
- If comparison product equals null, quantity__v of all products on the order are considered to determine if the discount or free goods apply
- If comparison product product type equals detail__v, quantity__v of all products in the comparison product brand are considered to determine if the discount or free goods apply
- If comparison product product type equals product_group__v, quantity__v of all products in the comparison product product group are considered to determine if the discount or free goods apply. If a product is in multiple product groups, it is considered towards all product groups, even if product_group__v is defined on the order line.
- If Chain Pricing Sub-rule comparison_type__v equals list_value__v
- If comparison product product type equals order__v, quantity__v multiplied by list_amount__v of comparison product is considered to determine if the discount or free goods apply
- If comparison product equals null, quantity__v multiplied by list_amount__v of all products on the order are considered to determine if the discount or free goods apply
- If comparison product product type equals detail__v, quantity__v multiplied by list_value__v of all products in the comparison product brand are considered to determine if the discount or free goods apply
- If comparison product product type equals product_group__v, quantity__v multiplied by list_value_v of all products in the comparison product product group are considered to determine if the discount or free goods apply. If a product is in multiple product groups, it is considered towards all product groups, even if product_group__v is defined on the order line.
- If Chain Pricing Sub-rule comparison_type__v equals sku_count__v
- If comparison product product type equals order__v, unique product line of the comparison product is considered to determine if the discount or free goods apply (this count cannot exceed 1)
- If comparison product equals null, number of unique products on the order are considered to determine if the discount or free goods apply
- If comparison product product type equals detail__v, number of unique products in the comparison product brand are considered to determine if the discount or free goods apply
- If comparison product product type equals product_group__v, number of unique products in the comparison product product group are considered to determine if the discount or free goods apply. If a product is in multiple product groups, it is considered towards all product groups, even if product_group__v is defined on the order line.
