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          Qualification Rules for Products

          Qualification Rules for Products

          You can use context rules with a qualification rule type to control displaying products in the Qualified or Disqualified tabs in the product list in Industries Cart. The qualification rule evaluates the account's eligibility to add the product to the cart based on the defined rule conditions.

          For example, you might want to offer certain products to customers purchasing through one channel and a different set of products to customers purchasing through another channel.

          Where Do Qualification Context Rules for Products Run?

          Qualification rules can determine which products appear in the Qualified or Disqualified tab of the Products list.

          When creating the product list, the rules engine first queries the shared catalog for all products that are marked orderable, active, effective as of today's date, and that have a price. Then, using that list of products, the context rules framework filters it using qualification context rules, which results in a list of qualified and disqualified products. The qualified products are then passed to the advanced rules framework, which refines the list again using its rules. The final output is displayed in the cart's product list, with the qualified products appearing in the Qualified tab and the disqualified products in the Disqualified tab.

          Qualification rules execute on carts for all relevant objects - orders, opportunities, or quotes. You cannot use the Context Scope field to only apply rules to specific carts.

          Order of Operations

          Figure is described in preceding text.

          Before you can use qualification context rules for products, you must ensure that the CtxRulesProductsOpenImplementationCtxRulesProductsOpenImplementation is the active and default implementation for ProductAvailabilityOpenInterfaceProductAvailabilityOpenInterface.

          You create qualification rules in Vlocity Product Console using reusable context rule components. See Create Qualification Rule Sets.

          After creating a qualification rule, you can assign it to a product. See Qualification Rules - Assigning and Qualification Rules - Deleting.

           
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