Cross-Product Pricing Rules
Standard pricing rules apply limits, line level discounts, order level discounts, brand level discounts, product group level discounts, and free goods based on the amount of the product being ordered. Cross-product pricing rules allow limits, discounts, and free goods to be applied to products based on the amount of a different comparison product being ordered.
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, multiple Cross-product pricing rules can be applied to an order within pricing rule object type, pricing rule product, and pricing rule comparison type as long as the comparison product is different.
Cross-product pricing rules can be created for the following pricing rule types:
- Limit Rule
- Discount Rule (Line Discount Rule only, not Order Discount Rule)
- Brand Level Rule
- Product Group Level Rule
- Free Goods Rule
- Free Goods Percentage Rule
For example:
- A cross-product limit rule pricing rule can require 50 quantity of Cholecap 10mg on an order when any Cholecap 20mg is ordered.
- A cross-product discount rule pricing rule can apply a 2% line discount to Cholecap 10mg when $500 worth of Cholecap 20mg is ordered.
- A cross-product free goods rule pricing rule can add 5 free goods of Cholecap 10mg to an order when 100 quantity of Cholecap brand products are ordered.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Creating Cross-Product Pricing Rules as
Order Admins
Cross-product limit rules can be used to define minimum and maximum quantity but cannot be used to set default quantity.
Upselling Suggestions are not supported with cross-product pricing rules.
To create a Cross-product pricing rule:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select one of the following in the Object Type Selector:
- Limit Rule
- Discount Rule
- Brand Level Rule
- Product Group Level Rule
- Free Goods Rule
- Free Goods Percentage Rule
- 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
- discount_override_max__v or free_goods_max__v (optional)
- Select the cross_product_rule__v check box.
- Select a product for the comparison_product__v field (optional).
- Select Save.
The net amount comparison type is not supported for cross-product pricing rules.
Using Cross-Product Pricing Rules as
End Users
When products are added to an order, Cross-product pricing rules can set the line_discount__v, brand_discount__v, group_discount__v, and free_goods__v fields.
Cross-product pricing rules can also define the acceptable minimum and maximum quantities and list values on the product level, brand level, and product group level.
Comparison Type
- If Cross-product pricing 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 limit, discount, or free goods apply.
- If comparison product equals null, quantity__v of all products on the order are considered to determine if the limit, 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 limit, 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 limit, 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 Cross-product pricing 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 limit, 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 limit, discount, or free goods apply.
- If comparison product product type equals detail__v, quantity__v multiplied by list_amount__v of all products in the comparison product brand are considered to determine if the limit, discount, or free goods apply.
- If comparison product product type equals product_group__v, quantity__v multiplied by list_amount__v of all products in the comparison product product group are considered to determine if the limit, 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.
