Discount Rules

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.




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