In this article, you will learn how to define the discount rules and how they are applied to Cart Items

Discount Definition Structure and Scope

Discounts definition is held on the following objects:

• Price Rule with Record Type: Discount - base information about discount rules are kept here

• Price Rule Condition defines when the given rule should be triggered,

• Price Rule Action defines how the price should be modified.

Price rules work for price calculations on the following levels:

• Cart

• Cart Item (and its charges)

• Request Item

Creating a Discount Rule 

Step 1. Go to Price Rules tab, click New.

Step 2. Select Discount record type.

Step 3. Fill in the following fields:

• Name - enter the name of your Discount. Names of applied discounts will be displayed to users.

• Discount Scope - used to define whether a discount will be applied to the whole cart or to a single item

• Product - specify a product for which the discount will be applied if the scope was set to an item

• Order - controls the sequence in which discounts change the price of a product. When multiple discounts have the same order, they use the same base price to calculate percentage discounts

• Active - controls whether the rule will be evaluated upon price calculation

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Step 4. Go to the Related lists tab and define the condition. Conditions should have the following fields filled:

• Field Name or Attribute - defines the element that will be checked within this condition

• Operator - defines how the attribute or field will be checked against the value

• Value - value that a field or attribute will be compared to

• Order - indicates the execution order of conditions. If you have multiple conditions, you may specify the condition logic based on the order of conditions.

Rule criteria can be modeled using simple logic in the Conditions logic field. You can define statements containing AND / OR operators. (for example, 1 OR 2).

Step 5. Define Action that this price rule will trigger

Fill in one of the following:

• Field name - fill in MRC or OTC to change the one-time or recurring price of a product. Available both for Cart and Item discount scope.

• Charge - choose a charge that will be amended. Used to have more granular control over pricing when there are more charges to contribute to total MRC or OTC of a product. Available only for Item discount scope.

After defining the price rule target, populate rest of the fields:

• Action Type and Value - choose one of the options that fit your scenario:

  • Adjust by percentage - decrease by X%, where X is defined in the Value field. Example: 20

  • Adjust by value - decrease price by X, where X is defined in the Value field. Example: 10

  • Set to value - override product price and set it to X, where X is defined in the Value field. Example: 1

The Value keeps precision up to 2 decimals.

The Order field, where actions under the rule are executed, is set automatically.

Step 6. Select the Active checkbox and save the rule.

Example of a Discount Rule

Let's imagine you would like to offer a discount if the customer decides to buy the fast Internet Access with a subscription for over a year. Your discount could be defined as follows:

Conditions:

• Attribute: Bandwidth

• Operator: Not Equal To,

• Value: 10MB.

AND

• Attribute: Contract Length

• Operator: Not Equal To,

• Value: 12.

If the above-mentioned conditions were met, the following action would be taken:

• Discount Target: OTC,

• Discount Type: Adjust by percentage,

• Value: 20.

Example of a Discount Configuration

Below you can check the configuration of a price rule that gives you lower installation fee if you decide to buy fast internet for over a year.

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Below you will find an image with the example of such a discount applied:

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Limited time discount rules

You can also define discounts, which will be applied only for a limited time, based on the conditions. Limited time discounts can be applied for recurring prices only.

To define the limited-time discount rule, please follow the steps below.

Step 1. Click the “+” icon in the Actions section.

Step 2. Select recurring price in Discount Target. Next, define the Discount type and Amount. In Discount Period select Limited Time or Limited Time (Till End). If you select Limited Time (Till End), your discount will be applied for the last months of the contract.

Define Start Month - in which month of the contract the discount should start - and Duration - how much time it should last. If you select Till End, the discount will be valid till the end of the contract length.

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Step 3. Click Save.

In the Discount List component, the MRC price will not be discounted. Below you can see how information about the limited-time discounts is displayed in Discount List.

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Additional Remarks

• Lookup fields cannot be used in Discount conditions.

• Information about granted discounts is kept on Cart, Cart Item or Product Order, Product Order Item objects. There are the following fields that include this information:

  • Total MRC Discount - the sum of all of the discounts given for the recurring prices of an item/items in the cart. Respects the limited-time discounts.

  • Total OTC Discount - the sum of all of the discounts given for the one-time prices of an item/items in the cart.

  • Total Discount Value - the sum of all of the discounts given for an item/items in cart. Respects the limited-time discounts.

  • Total Value - total value of an offer, for its whole lifetime. Discounts are included.

  • Total Value (with limited time discounts) - total value of an offer, for its whole lifetime. Discounts (also those limited in time) are included.

  • Total Value List- total value of an offer, for its whole lifetime. Here, any discounts are not taken into account.

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