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Adjust the Base Price for a Product in a Bundle
When you create an adjustment to a base price, Salesforce calculates the adjustment amount or percentage against the base price. Adjustments can be positive or negative, meaning you can use an adjustment to raise a price or to lower a price. The adjustment you create is also a price list entry. A product must be contained in a product bundle before you can adjust its price.
You can configure the timing of an adjustment:
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A time plan to limit the duration of the adjustment
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A time policy to determine when the adjustment begins and ends.
- Go to the Product Console. See Navigating to the Product Console.
- Search for and open the product bundle.
- Click Product Structure.
- Expand the parent product to view the child products.
- Click the child product row.
- In the configuration panel, click the Product Pricing tab, then click the Adjustments tab.
- Click New.
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In the Price List Entry dialog box, complete the General Properties section:
Field
Description
Price List
Select the price list that stores the price list entry. The adjustment must be stored in the same price list as the base price. For more information, see Price Lists in EPC.
Display Text
This text appears when the product has been placed in the cart and you click the Price Details button.
As a best practice, clearly describe the adjustment and any duration limit on it, such as 20% off monthly for six months.
Base Price
Do not select Base Price.
Virtual Price
If checked, the parent product’s final price with the total price of all the child products.
- In the Pricing Variable section, complete the search criteria and click Search. A results list of available pricing variables appears.
- In the pricing variable results list, click the appropriate pricing variable. A results list of available pricing elements appears. You can choose to adjust the price by a percentage or an amount. For more information, see Creating a Pricing Element Adjustment.
- In the results list in the Pricing Element section, click the appropriate pricing element.
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In the Time Plan/Policy section, choose the appropriate time plan and time policy if applicable.
Field
Description
Time Plan
Choose the time plan when applicable.
Time Policy
Choose the time policy when applicable.
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Complete the Effectivity section.
Field
Description
Effective From
The date and time the adjustment is available for use. When you choose the date, the system automatically populates the time with the current time. If the price does not have a current beginning effective date, you will not be able to use the adjustment and no adjustment will appear in the cart. For more information, see Effectivity Date Ranges for Price List Entries.
Effective Until
The date and time the adjustment for the product is no longer available for use. When you choose the date, the system adds the current time.
Active
The adjustment price list entry status. If Active is selected, the adjustment to the base price appears in the cart. Otherwise, no adjustment appears.
- Click Save.
