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Qualify or Disqualify Promotions Based on Active Price Book
Include or exclude products from promotions using the price book condition.
For example, a shopper uses a source code that triggers a special price book. The shopper also qualifies for a 20% Off promotion. Restrict the promotion so that it doesn't apply to products already discounted in the price book.
Price book restrictions are a condition type that can define:
- Qualifying and discounted products for product promotions
- Qualifying and excluded products for shipping promotions
- Excluded products for order promotions
Salesforce B2C Commerce evaluates where the current product price—the best price of all applicable price books—comes from. The price can come from one of the price books specified in the promotion product or one of its child price books. Then B2C Commerce determines whether the product is qualifying, discounted, or included.
Shipping methods also use product rules. So this condition can define product shipping costs and products excluded from shipping methods.
Parent Price Book
With a price book condition, the product qualifier or disqualifier of its price comes from that price book or any of its children's price books.
Effective Periods
Price books and promotions can have different effective periods. For example, run a promotion that is active until 12/31 with a price book qualifier that is active until 12/20. The promotion will not be available until 12/21.
Examples
| Promotion | Include/Exclude |
|---|---|
| 20% off all televisions | Include Category = (suit) Exclude Price Book = (SpecialPricesCANADA) |
| 5% off your order | Include Price Book = (SpecialPricesCANADA) |
Example 1
Your site has the following active price book and product price per price book.
| Product | Price book | Price |
|---|---|---|
| Television A | ListPrices SalesPricesAll SalesPricesCANADA |
$600 $560 $520 |
Your product promotion is 20% off all men's suits. You use the price book qualifier 20% off all products in the category Men's or associated subcategories, excluding products in price book SalesPriceCANADA. The following occurs for two different shoppers:
| Shopper | Applicable price books | Price book | Price |
|---|---|---|---|
| US | ListPrices SalesPricesAll |
SalesPriceAll | $448 (20% of $560) |
| CAN | ListPrices SalesPricesAll SalesPriceCANADA |
SalesPriceCANADA | $520 (no 20% discount) |
No discount applies for the Canadian shopper because the product price comes from price book SalesPriceCANADA, and the promotion rule excludes products in this price book.
Example 2
Your site has these are the active price books and the product prices per price book.
| Product | Price book | Price |
|---|---|---|
| Television A | ListPrices SalesPricesAll SalesPricesCANADA |
$600 $560 $520 |
| Sofa | ListPrices | $1,699 |
In this example, the shopper is from Canada. The order promotion is 5% off your order. You use the price book qualifier 5% off the total order value, excluding products in price book SpecialPricesCANADA. The following occurs:
| Applicable price books | Shopping cart | Price | Discount |
|---|---|---|---|
| ListPrices | Sofa | $1,699 | $84.95 |
ListPrices SalesPricesAll SalesPriceCAN |
Television A | $520.00 | |
| Merchandise total | $2,219.00 | ||
| Final order price | $2,134.05 | 5% off $1,699 |
In this case, there is a 5% discount off the sofa, using the ListPrices price book. This discount doesn’t apply to the television because its price comes from the SalesPriceCANADA price book, an excluded price book.
See Also
- Configure Promotion Preferences for B2C Commerce
- Assign a Price Book or Promotion to a Specific Store in B2C Commerce
- Promotion Schedules in B2C Commerce
- Tiered Discounts in B2C Commerce
- B2C Commerce Promotion Compatibility
- Maximum Application for B2C Commerce Promotions
- Specify Who Qualifies for an Experience in B2C Commerce
- Qualifying and Discounted Products in B2C Commerce
- Promotion Restrictions to Identical Products
