Tiered Discount Rules can be applied per product. This can be based on a combination of the following conditions:
- Line item Quantity
- Account Field
- Opportunity Field
The discount type can be based on:
- Discount (%) Percentage - The number here will be computed against the Unit Price.
- Fixed Price - The number here is new new Price, overriding the product's original Unit Price.
How to Add a Discount Rule
1. Select Products from the Object Navbar.
2. Click on New Product Button from the Action bar to create a new Product or select to Edit a product.
3. Scroll down to Discount Rules section, and click on Add New Rule
a. If Condition = Line items
Select operand Quantity
Select an Operator
Enter a Numeric Value
Select a Discount Type
Enter a Numeric Value
b. If Condition = Account
Select operand, select an Account field from list. Listed all numeric and keyword fields.
Select an Operator
Enter a Numeric Value or a Keyword
Select a Discount Type
Enter a Numeric Value
c. If Condition = Opportunity
Select operand, select an Opportunity field from list. Listed all numeric and keyword fields.
Select an Operator
Enter a Numeric Value or a Keyword
Select a Discount Type
Enter a Numeric Value
4. Within a rule, you may also add multiple filters or conditions by clicking on the "+" icon.
5. Click Add New Rule button if needed.
6. Click Save. This set of rules will be applied on the new Opportunities and Subscriptions that are created.
Related Pages
Filter by label (Content by label) | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Search this Product
Live Search | ||||||||
---|---|---|---|---|---|---|---|---|
|