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Qualification Rules - Assigning
There are multiple ways to assign rule sets with qualification rules.
Qualification Rules - Assigning to Price List Entries via Price Lists
To assign a qualification rule to a price list entry via a price list:
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In Vlocity Product Console, under Pricing, find the price list to which you want to assign a context rule.
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Click the PRICE LIST NAME or the edit icon to open the price list for editing.
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In the left sidebar, click Price List Entries.
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In the Price List Entries facet, scroll to find the price list entry to which you want to assign the context rule.
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Click the edit icon. The PRICE LIST ENTRY pane appears on the right.
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In the PRICE LIST ENTRY pane, click the CONTEXT RULES tab at the top of the pane.
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In the PRICE LIST ENTRY pane, click Add Rule Set. The Add Rule Set dialog opens.
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In the Add Rule Set dialog, search for and select the context rule you want to assign.
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In the Add Rule Set dialog, click Save.
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The context rule you assigned will now appear in the Context Rules facet QUALIFICATION list.
Qualification Rules - Assigning to a Child Price List
You can assign qualification rules directly to a price list entry. However, if you want to assign the same rule to many price list entries, it is usually easier to group price list entries in a child price list and assign the context rule to the child price list.
Price list entries on a child price lists will be weighted higher than price list entries on a regular price list. See Condition Weights.
To assign a qualification rule to a child price list:
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In Vlocity Product Console, under Pricing, find the price list that contains the child price list to which you want to assign a context rule.
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Click the PRICE LIST NAME or the edit icon to open the price list for editing.
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In the left sidebar, click Hierarchy.
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Click the name of the child price list to which you want to assign a context rule.
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In the left sidebar, click Context Rules.
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In the Context Rules facet, click Add Rule Set. The Add Rule Set dialog opens.
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In the Add Rule Set dialog, search for and select the context rule you want to assign.
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In the Add Rule Set dialog, click Save.
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The context rule you assigned will now appear in the Context Rules facet QUALIFICATION list.
Qualification Rules - Assigning to Products
To assign a qualification context rule to a product:
- In Vlocity Product Console, under Product Management, find the product to which you want to assign a context rule.
- To open the product for editing, click the PRODUCT NAME or the edit icon.
- In the left sidebar, click Context Rules.
- In the Context Rules facet, click Add Rule Set. The Add Rule Set dialog opens.
- In the Add Rule Set dialog, search for and select the context rule you want to assign.
- In the Add Rule Set dialog, click Save.
- The context rule you assigned to the product will now appear in the Context Rules facet QUALIFICATION list.
Qualification Rules - Assigning to Promotions
To assign a qualification context rule to a promotion:
- In Vlocity Product Console, under Product Management, find the promotion to which you want to assign a context rule.
- Click the PROMOTION NAME or the edit icon to open the promotion for editing.
- In the left sidebar, click Context Rules.
- In the Context Rules facet, click Add Rule Set. The Add Rule Set dialog opens.
- In the Add Rule Set dialog, search for and select the context rule you want to assign.
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In the Add Rule Set dialog, click
Save.
The context rule you assigned to the promotion is displayed in the Context Rules facet QUALIFICATION list.
Qualification Rules - Assigning to Price List Entries via Products
There are two ways to assign a rule set to a price list entry, depending on how you access the price list entry. You can access price list entries from a price list or from a product.
When you access a price list entry from a product, you will be able to see all price list entries for that product across multiple price lists, which provides a useful perspective.
To assign a qualification rule to a price list entry via a product:
- In Vlocity Product Console, under Product Management, find the product that has the price list entry to which you want to assign a rule set.
- Click the PRODUCT NAME or the edit icon to open the product for editing.
- In the left sidebar, click Pricing.
- In the Pricing facet in the CHARGES list, find (or create) the price list entry to which you want to assign the context rule.
- Click the edit icon. The PRICE LIST ENTRY pane appears on the right.
- In the PRICE LIST ENTRY pane, click the CONTEXT RULES tab at the top of the pane.
- In the PRICE LIST ENTRY pane, click Add Rule Set. The Add Rule Set dialog opens.
- In the Add Rule Set dialog, search for and select the context rule you want to assign.
- In the Add Rule Set dialog, click Save.
- The context rule you assigned will now appear in the Context Rules facet QUALIFICATION list.
