Create and Apply Order-Based Discounts

Learning Objectives

After completing this unit, you’ll be able to:

• Create an order-based discount.
  
• Add discounted items.
  
• Set discounted pricing.
  
• Apply an order-based discount to the cart.
  
• Apply a custom order-based discount to the cart.
  

Build an Order-Based Discount

There are two ways to create a discount. Either Ada can create a predefined discount using the Product Console, or the sales representatives/CSRs can create custom discounts from the cart. Ada decides it would be quicker for the sales team and CSRs to select from predefined discounts—so she goes ahead and creates a discount in the shared catalog.

Create a New Discount

In Vlocity Product Console, Ada clicks the new icon (+) beside Discount. On the New Discount dialog, she fills out the following fields.

1. In the Name field, enter 20% Off Mobile Phone Accessories - ODR.
   
2. For Code, enter DSC_20_PHACC_ODR.
   
3. In the Description field, enter 20% Off Mobile Phone Accessories.
   
4. For Discount Type, select Order.
   
5. For Pricelist, select B2C Price List.
   
6. Leave the Applies to All Items In Cart field unchecked because the discount applies only to certain products.
   
7. Select the Active checkbox to activate and display the discount in the cart.
   
8. In the Effective From date field, enter today’s date.
   

Review the details and click Save.

Add Discounted Items

Next, Ada adds the discounted products. She selects Discount Items in the sidebar of her newly created discount and clicks New Discount Item. In the new window that appears, she fills out these fields.

• Type: Product
  
• Product: Tempered Glass Screen Protector
  

Ada checks the Active box to make the product discount available, updates the Effective From field to today’s date, and clicks Save. She repeats this process to add Infiwave Ocean Phone Case and Fast Charge Wireless Charging Pad as new discount items.

Set Discount Pricing

Ada’s ready for the final step: defining the discount pricing. She selects Discount Pricing from the sidebar and clicks the New button under the Adjustments tab. On the Price List Entry dialog, she adds the following details.

1. For Price List, select B2C Price List.
   
2. In the Display Text, enter 20% Off Mobile Phone Accessories.
   
3. Under the Pricing Variable section:
   
   1. In the Charge Type field, select Adjustment.
      
   2. In the Sub-Type field, select Standard.
      
   3. Click Search and select the One Time Std Price Adjustment Pct Pricing Variable.
      
4. In the Pricing Element section, click 20% Off.
   
5. Select the Active checkbox.
   
6. In the Effective From date field, enter today’s date.
   

After reviewing all the details in the dialog box, Ada clicks Save.

Ada has successfully created an order-based discount to reduce the price of mobile phone accessories by 20%.

For discounts to be applied, set PricingPlanService as the active and default implementation for Pricing Interface (instead of the DefaultPricingImplementation). This has already been configured in your training org.

Let’s find out how a CSR at Infiwave uses the order-based discount Ada created.

Apply an Order-Based Discount

Brooks Bacher, a CSR at Infiwave, uses the 20% discount Ada created to encourage a potential customer, Carole White, to place her order for a new Infiwave Phone 11.

He creates the order in Industries CPQ and adds Infiwave Phone 11, Infiwave Ocean Phone Case, Tempered Glass Screen Protector, and Infiwave Fast Charge Wireless Charging Stand to the cart.

In the Applied Discounts section of the cart, Brooks clicks + Add Discount. In the Apply Discount dialog, he selects the Qualified Discounts tab to see the available discounts for the order. He selects the order-based discount Ada created and applies it to the cart.

The prices of Infiwave Fast Charge Wireless Charging Stand, Tempered Glass Screen Protector, and Infiwave Ocean Phone Case are reduced by 20%.

Apply a Custom Order-Based Discount

CSRs and salespeople can create a custom-based discount or manually adjust the price of each product in the cart to encourage the customer. Let’s look at both in this section.

Create a Custom Order-Based Discount in the Cart

Brooks tried the 20% discount to encourage Carole, but Carole wants more. Brooks decides to delete the current discount and add a custom order-based discount of 25%, which applies only to the phone case and protective glass cover.

What happens if Brooks doesn’t delete the initial discount? Well, the first discount will reduce the price by 20%. The second 25% discount will apply to this newly discounted price, thus creating a compound discount greater than 45% (oops!). To avoid this, Brooks deletes the original 20% discount from the cart.

From the cart workspace of the order, in the Applied Discounts (1) section, Brooks selects the action menu (2) for 20% Off Mobile Phone Accessories - ODR (Order) and clicks Delete (3). The discount no longer features in the Applied Discounts section and the prices return to their original values.

Next, Brooks clicks + Add Discount. In the Apply Discount dialog, he selects + Create Custom Discount. He enters these details in the Create Custom Discount dialog.

1. In the Name field, enter 25% off phone case and protective cover.
   
2. For Allocation, select Order.
   
3. In the Description field, enter 25% off Ocean phone case and tempered glass cover for this order.
   
4. Under Apply to, select Specific Products.
   
5. For Products, select Infiwave Ocean Phone Case and Tempered Glass Screen Protector.
   
6. Under the Amount section, click the One Time checkbox.
   
7. For Adjust By, select Percent.
   
8. Enter the adjustment percentage value as 25.
   

Brooks clicks Save & Apply to save his custom discount and apply it to the order. He then checks the prices of Tempered Glass Screen Protector and Infiwave Ocean Phone Case. Both have been discounted by 25%!

Discount a Product Price Using an Adjustment Code

To boost the chances of a sale, Brooks decides to adjust the price of Infiwave Phone 11.

In the cart workspace of Carole’s order, Brook selects Infiwave Phone 11’s action menu and clicks Adjust Price.

On the Infiwave Phone 11 Pricing dialog, in the Adjust Pricing section, Brooks adds the following details.

Once done, he clicks + Add to add his $20 off price adjustment to Infiwave Phone 11. The price adjustment is displayed in the Price Waterfall section.

Carole is pleased with these additional discounts. She thanks Brooks and places her order. (Yay!)

Everything in Order

Isn’t it easy to work with order-based discounts? Now that you’ve got this covered, move on to account-based discounts in the next unit. See you there!

Resources

• Practice Guide PDF: Create Order-Based Discounts
  
• Salesforce Help: Define Basic Discount Settings in the Pricing Designer
  
• Salesforce Help: Create an Order-Based Discount in the Pricing Designer