Discount Pricing Rules
Discount pricing rules define discounts on the line level (product/SKU) or total order level. Line level discounts can be defined as a percentage (discount override) or absolute value (net price). Total order level discounts are defined as a percentage.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Creating a Line Discount Pricing Rule as
Order Admins
To create a Line Discount pricing rule:
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Navigate to Home > Pricing Rules tab.
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Select Create.
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Select Discount Rule in the object type selector.
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Select Continue.
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Complete the following fields:
- name__v
- product__v (product_type__v must be order__v or kit_item__v)
- start_date__v
- end_date__v
- comparison_type__v
- minimum_quantity__v
- maximum_quantity__v (optional)
- discount_override__v or net_price__v
- discount_override_max__v or net_price_min__v (optional)
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Select Save.
Using Line Discount Pricing Rules as
End Users
When products are added to an order, Line Discount pricing rules can be applied to the line_discount__v field or the net_price__v field. The line_discount__v and net_price__v fields are dynamic and update if the other field value is updated based on the following equation (list_amount__v is updated): list_amount__v multiplied by line_discount__v = net_price__v
If the line_discount__v and net_price__v fields are on the order_line__v layout, the user can manually override the line level discount determined by the pricing rules. The line_discount__v cannot exceed discount_override_max__v and the net_price__v cannot be less than net_price_min__v.
If line_discount__v is set by the pricing rules, discount_calculation_path__v is set to 0. If net_price__v is set by the pricing rule, discount_calculation_path__v is set to 1. This is used to calculate Total Discount and Final Net Price.
Comparison Type
- If Discount Rule comparison_type__v equals the product_quantity__v, then quantity__v of the product is considered to determine if the line level discount applies
- If Discount Rule comparison_type__v equals the list_value__v, then quantity__v multiplied by list_amount__v of the product is considered to determine if the line level discount applies
Creating an Order Discount Pricing Rule as
Order Admins
To create an Order Discount pricing rule:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select Discount Rule in the object type selector.
- Select Continue.
- Complete the following fields:
- name__v
- start_date__v
- end_date__v
- comparison_type__v
- minimum_quantity__v
- maximum_quantity__v (optional)
- discount_override__v
- discount_override_max__v (optional)
- net_price_min__v (optional)
- Select Save.
Using Order Discount Pricing Rules as
End Users
When users add products to an order, Order Discount pricing rules can set the order_discount__v field on the order__v. The order level discount is applied to all products on the order.
If the order_discount__v field is on the order__v layout, the user can manually override the order level discount determined by the pricing rules. The override value applies to all products on the order. The user cannot edit order_discount__v directly from order lines.
Comparison Type
- If Discount Rule comparison_type__v equals the product_quantity__v, then quantity__v of all products in the order are considered to determine if the order level discount applies
- If Discount Rule comparison_type__v equals the list_value__v, then quantity__v multiplied by list_amount__v of all products in the order are considered to determine if the order level discount applies
- If Discount Rule comparison_type__v equals the net_value__v, then quantity__v multiplied by net_amount__v of all products in the order are considered to determine if the order level discount applies
