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Create an Account-Based Discount
Account-based discounts apply to all employees of a company who use a specific plan or service.
As a product administrator, you have been notified that some of the long-time account holders of ABC are unhappy with the current service plan they use. The irate customers are threatening to switch to a competitor. To ensure that you do not lose these long-time customer accounts, you define a new loyalty and retention program (LNR) using account-based discounts. The account-based discounts provide 20% off on all iPhone accessories to account holders for 12 months.
After you create the account-based discount and submit the order, the request is not approved automatically. The new discount must be approved by your supervisor. See Approve Discounts in Industries CPQ.
- From the App Launcher, search for Vlocity Product Console using the quick search box.
- In the Product Console, follow the steps listed in Defining a New DiscountDefine a New Discount in the Product Console to create an account-based discount.
- Select Account for Discount Type.
- Click Save.
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Apply and view the account-based discount:
- Create a new order for your B2C price list.
- In the order header, click CPQ to launch the Industries CPQ Cart.
- Select the B2C price list. A list of qualified discounts for that account is available in the Discounts tab.
- Select the LNR discount you want to apply for your customer account.
- Click Submit.
