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?
- End Users - Browser, iPad
- Using Product Group Level Pricing Rules
- Order Admins - Browser
- Creating Product Group Level Pricing Rules
- Users do not require an additional license
Configuring Product Group Level Pricing Rules for
All Users
To configure this feature, ensure Configuring Order Management is complete.
Creating Product Group Level 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.
