Delivery Period Pricing Rules
Delivery Period pricing rules define available delivery dates for products or minimum allowed times between deliveries.
Allowed Delivery Periods
Order admins can use Allowed Delivery Periods to prevent delivery dates from being selected when products are out of stock, off season, or in a pre-order period.
Unlike other pricing rules, order admins can create multiple Allowed Delivery Period pricing rules with overlapping start dates and end dates. For example, order admins can create two Allowed Delivery Period pricing rules with overlapping start dates and end dates to allow delivery for a product in June and August, but not July.
Minimum Delivery Periods
Order admins can use Minimum Delivery Periods to minimize shipping costs and avoid excess inventory. For example, order admins can create a Delivery Period pricing rule to restrict delivery orders from being scheduled within 30 days of each other.
Minimum Delivery Period pricing rules can overlap with Allowed Delivery Period pricing rules but not other Minimum Delivery Period pricing rules.
Who can use this feature?
- iPad, Windows Users (Browser coming soon)
- Users do not require an additional license
- End Users, Order Admins
Creating Allowed Delivery Period Pricing Rules as
Order Admins
To create an Allowed Delivery Period pricing rule:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select Delivery Period in the Object Type Selector.
- Select Continue.
- Complete the following fields:
- name__v
- product__v (must be null, or product_type__v is order__v, detail__v, product_group__v)
- start_date__v
- end_date__v
- delivery_start_date__v (optional if product__v is null)
- delivery_end_date__v (optional if product__v is null)
- Select the limit_bound__v check box if users should be prevented from placing orders with delivery dates outside the Allowed Delivery Period.
- Select Save.
Using Allowed Delivery Periods as
End Users
When selecting a delivery date for an order, the delivery date must be within the Allowed Delivery Period for the order and all products included in the order. If the delivery date is not within the Allowed Delivery Period for the order, an error displays when the delivery date is selected. If the delivery date is not within the Allowed Delivery Period for a product in the order, an error displays when added to the order.
Product Type
- If Delivery Pricing Rule product_type__v equals order__v, the allowed delivery period applies to the product
- If Delivery Pricing Rule product_type__v equals null, the allowed delivery period applies to the order, regardless of products in the order
- If Delivery Pricing Rule product_type__v equals detail__v, the allowed delivery period applies to all products in the brand
- If Delivery Pricing Rule product_type__v equals product_group__v, the allowed delivery period applies to all products in the product group. If a product belongs to multiple product groups, only one allowed delivery period from the product groups needs to be fulfilled.
Creating Minimum Delivery Period Pricing Rules as
Order Admins
To create a Minimum Delivery Period pricing rule:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select Payment Terms in the Object Type Selector.
- Select Continue.
- Complete the following fields:
- name__v
- start_date__v
- end_date__v
- min_delivery_time_frame__v
- Select Save.
Using Minimum Delivery Period as
End Users
When selecting a delivery date for a delivery during Mid-Negotiation Delivery Splitting, the delivery date of each delivery must meet the minimum delivery period requirements. The delivery date must be at least the number of days of min_delivery_time_frame__v away from another delivery date for a delivery in the order. If the delivery date does not meet the Minimum Delivery Period, the delivery date cannot be selected.
