Create a Pricing Condition Template
The Pricing Condition Template defines various conditions, such as discounts or surcharges used in the calculation steps of a calculation schema.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create a pricing condition template: | (CGCloud Business Admin OR CGCloud Retail Business Admin) AND Penny Perfect Pricing |
The pricing condition maps to the relevant search strategy. You can base it on the order header or the order item. The meta type determines the behavior defined by the pricing condition template, which in turn determines what happens during any calculation step where the pricing condition template is used.
Grouping conditions let you apply a pricing rule to a specific subset (or bucket) of order items, rather than the whole cart or just a single product.
For example, you might offer a discount that applies only if the customer buys 30 total units of any beverage, allowing them to mix and match Cola, Diet Cola, and Lemonade to reach the threshold.
- From App Launcher, find and select Pricing Condition Templates, and then click New.
- Select a record type.
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Provide these details:
Field Description Identification Pricing Condition Template Name Name of the pricing condition template. Active Indicates whether a pricing condition template is active. Meta Type Meta type of a pricing condition template. The options are:
- Price: For product price calculations.
- Amount: For fixed discounts per order item calculations.
- Percentage: For percentage discounts per order item calculations.
- Free Good: To determine free goods added per order item.
- Last Valid Value: To save the current item value (total) as a subtotal in a calculation step of a calculation schema.
- Minimum: To save the smallest result of several previous calculation steps in a separate calculation step of a calculation schema.
- Maximum: To save the highest result of several previous calculation steps in a separate calculation step of a calculation schema.
- Summation: To sum up the results of several previous calculation steps and store the results in a separate calculation step of a calculation schema.
- Add Free Item: To determine free items added in an order.
- Flat Rate: To define the flat rate of a product.
- Multi Buy: To give free items per piece multiple times.
- User Exit Only: To specify special rules to select the appropriate calculation schema.
Sort Sorting definition to sort the list of pricing condition templates. Sales Org Sales org of a pricing condition template.
Note The sales org of a pricing condition template and the corresponding search strategy assignment must be the same.Record Type Record the type of the pricing condition template. Specification Condition Level Specifies the condition level of a pricing condition type. The options are:
- Order Header
- Order Item
The order header option has these restrictions:
- Only Percentage, Flat Rate, Summation, and User Exit Only meta types are allowed.
- Item grouping isn't allowed.
- Quantity as base isn't allowed.
Search Strategy Search strategy of a calculation schema step. Item Grouping Indicates whether a condition is applicable to a group of items. The option has these restrictions:
- Only Percentage, Amount, Flat Rate, and Add Free Item meta types are allowed.
- Only From and To scale types are allowed.
Base Item or product attribute that's used as a base for pricing functionalities, such as scale determination or condition value distribution to items. The options are:
- Volume
- Weight
- Value
- Quantity
Sign Leading sign of condition values. The options are:
- P (Plus)
- M (Minus)
- Not Specified
Note The value of this field doesn't influence the calculation of the pricing engine.Rounding The rounding process of a calculation result. The options are:
- No Rounding
- Commercial Rounding
- Always Round Up
- Always Round Down
Decimal Places Number of decimal places remaining after rounding. The options are:
- None
- One
- Two
- Three
- Four
- Five
- Six
Subtotal Indicates whether pricing condition templates are used for defining the subtotal condition templates. Manual Condition Manual Indicates whether a condition type allows manual editing. The manual option has these restrictions:
- If the condition level is Order Item, then only Price, Percentage, and Flat Rate meta types are allowed.
- If the condition level is Order Header, then only Percentage and Flat Rate meta types are allowed.
- If both manual and subtotal options aren't selected, then you must define a search strategy.
Manual Source Attribute Field from which a manual condition is considered. The options are:
- Pricing Info 1
- Pricing Info 2
- Pricing Info 3
- Pricing Info 4
Scale Condition Scale Type Scaling conditions that are applicable. The options are:
- From
- To
- Graduated
The scale type has these restrictions:
- If a scale type isn’t empty, the base for scale can't be empty.
- If the scale type is From or To, then only Price, Percentage, Amount, Flat Rate, and Add Free Item meta types are allowed.
- If the scale type is From or To, and the meta type is Price, then base as Value isn't allowed.
- If the scale type is Graduated, then only Price, Percentage, and Amount meta types are allowed.
- If the scale type is Graduated, then Weight and Volume as base aren't allowed.
- If the scale type is Graduated and the meta type is Price and Amount, then base as Value isn't allowed.
Description Description Language 1/2/3/4 Description of a pricing condition template in the languages configured for the sales org. - Save your changes.
