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Price Adjustments and Overrides
You can adjust or override a product’s price without changing the price itself. You can manually adjust or override a price in the cart, and you can make adjustments using product bundles, promotions, or adjustment records.
Pricing Adjustments Using Product Bundles
When designing product bundles, you can add products to the bundle and then change their prices when they appear in that context. When you create an adjustment, you can adjust the price by a percentage or by an amount. Adjustments use the base price to calculate the final product price. For more information, see Adjusting the Base Price for a Product in a Bundle.
Overriding the base price doesn't require the base price for calculation, it simply replaces the base price. The base price, however, remains unchanged. For more information, see Overriding the Base Price for a Product in a Bundle.
Pricing Adjustments Using Promotions
You can apply a promotion to a product in the cart. This is done at runtime in the Industries CPQ Cart. For more information, see Using Promotions.
Adjustment Records
For any order, quote, opportunity, or asset, you can review adjustments or overrides made to each line item's price in Order Pricing, Quote Pricing, Opportunity Pricing , and Account Pricing records. The adjustments that are recorded could be the result of an applied promotion, a manual adjustment made by an agent, or an adjustment or override made in the context of a product bundle. Possible sources of adjustment records are described below.
Source |
Description |
|---|---|
Agent |
An adjustment record created when a user applied a manual pricing adjustment in Industries Cart |
Offer |
An adjustment record created from an adjustment or override applied in the context of a product bundle |
Promotion |
An adjustment record created from an applied promotion |
By default, adjustment records do not record base prices. If you need to record base prices for reporting or downstream system requirements, you can optionally enable it using Pricing Plans starting in the Fall '18 release. For more information, see Base Pricing Adjustments.
- 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. - Override the Base Price for a Product in a Bundle
When you create an override to a base price of a product in a bundle, Salesforce replaces the base price with the override price. No calculation with the base price is necessary. The override you create is also price list entry. Overrides use the same pricing element charges that base prices use.
