Limit Pricing Rules
Limit pricing rules can define the default quantity, maximum suggested quantity, minimum suggested quantity, maximum allowed quantity, and minimum allowed quantity for products that can be ordered.
Limit pricing rules also define the quantity of kit items in a Product Kit.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Configuring Limit Pricing Rules for
All Users
To configure this feature, ensure Configuring Order Management is complete.
Creating Limit Pricing Rules as
Order Admins
To create a Limit pricing rule to define default quantity:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select Limit Rule in the object type selector.
- Select Continue.
- Complete the following fields:
- name__v
- start_date__v
- end_date__v
- Select the limit_bound__v check box if users should be prevented from editing the quantity.
- Set the quantity_max__v and quantity_min__v fields to the same value to set the default quantity.
- Select the product__v.
- Select Save.
If the Limit pricing rule is used to define the quantity of Kit Items in a Product Kit, ensure the limit_bound__v check box is deselected.
To create a Limit pricing rule to define minimum and maximum quantity:
- Navigate to Home > Pricing Rules tab.
- Select Create.
- Select Limit Rule in the object type selector.
- Select Continue.
- Complete the following fields:
- name__v
- start_date__v
- end_date__v
- comparison_type__v
- quantity_max__v and/or quantity_min__v
- Select the limit_bound__v check box if users should be prevented from entering a quantity less than the quantity_min__v or more than the quantity_max__v. If deselected, a warning displays when a user enters a quantity less than the quantity_min__v or more than the quantity_max__v.
- Select the product__v (optional).
- Select Save.
Using Limit Pricing Rules as
End Users
Limit pricing rules define the acceptable minimum and maximum quantities, list values, or net values on the product level, order level, brand level, and product group level. When products are added to an order, if a default quantity is defined using a Limit pricing rule, the quantity is automatically set for the product.
Comparison Type
- If Limit Rule comparison_type__v equals product_quantity__v, quantity__v is used to determine if the limit applies
- If Limit Rule comparison_type__v equals list_value__v, quantity__v multiplied by list_amount__v is used to determine if the limit applies
- If Limit Rule comparison_type__v equals net_value__v, quantity__v multiplied by net_amount__v is used to determine if the limit applies
Product Type
- If Limit Rule product product_type__v equals order__v, only the product is used to determine if the limit applies
- If Limit Rule product product_type__v equals null, all products on the order are used to determine if the limit applies
- If Limit Rule product product_type__v equals detail__v, all products in the brand are used to determine if the limit applies
- If Limit Rule product product_type__v equals group__v, all products in the product group are used to determine if the limit applies
Pricing rules are applied to products in all Product Groups they belong to, even if a Product Group is defined on the product order line.
