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Apply Context Rules to an Offering in the Product Designer

Apply Context Rules to an Offering in the Product Designer

With a qualification rule, you can control whether an offering appears in the Qualified or Disqualified tab in the industries CPQ Cart. A qualification rule determines a customer's eligibility to receive a product or promotion before it is added to the cart. You can assign a rule to a product specification or offering.

example
example

Example:

A 5G network plan is available for customers in select locations. Monique creates and applies a qualification rule to the 5G Ultra Plan offering so that only clients in those locations can get the 5G Ultra Plan.

  1. From the Vlocity Product Designer, click the down arrow button, and select Products.
  2. From the Products list, click an offering or product specification.

    The product opens in a new tab.

  3. In the Context Rules tab, click the + icon on a rule set in the Qualification Rule Sets panel to add it to the offering.

    All qualification rules are shown. Other types of context rules are not listed.

    The context rule is assigned to the offering and shows in the Context Rules list.

  4. To remove a rule set from an offering, click the A trashcan icon for delete icon for an assigned rule.

The context rule is assigned to the offering and shows in the Context Rules list.

The context rules tab with a rule assigned to the offering
 
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