Product Group Level Pricing Rules
Product Group Level pricing rules define discounts on the product group level. Product group level discounts are defined as a percentage.
Product Groups are represented in the product catalog by records with product_type__v = product group__v. Order products can belong to multiple, one, or no product groups. See Product Groups for Order Management for more information.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Creating Product Group Level Rule Pricing Rules as
Order Admins
To create a Product Group Level pricing rule:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select Product Group Level Rule in the object type selector.
- Select Continue.
- Complete the following fields:
- name__v
- product__v (product_type__v must be product_group__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)
- Select Save.
Using Product Group Level Pricing Rules as
End Users
When products are added to an order, Product Group Level pricing rules can set the product_group_discount__v field.
If the product_group_discount__v field is on the layout for order_line__v, the user can manually override the product group level discount determined by the pricing rules. The product_group_discount__v field can only be edited if a product group is defined for the order line in the product_group__v field. The override value is applied to product_group_discount__v for all products with the same product_group__v value defined on the order line. The product_group_discount__v cannot exceed discount_override_max__v.
See Product Groups for Order Management for more information on defining product_group__v on the order line.
Comparison Type
- If Product Group Level Rule comparison_type__v equals the product_quantity__v, then quantity__v of all products in the product group are considered to determine if the product group level discount applies. 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 Product Group Level Rule comparison_type__v equals the list_value__v, then quantity__v multiplied by list_amount__v of all products in the product group are considered to determine if the product group level discount applies. 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 Product Group Level Rule comparison_type__v equals the net_value__v, then quantity__v multiplied by net_amount__v of all products in the product group are considered to determine if the product group level discount applies. 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.
