Support Portal

About Product Rules

• Product Rules allow for validation of prices, discounts and requiring products.
• Basic Example scenarios for Product Rules:
  • Price cannot be below $10.00 per unit
  • Discount cannot be above 50%
  • If Product A is added, it requires at least one Product from Product Category B.
  • Product A is added, and you want to automatically add Product C.

Product Rule Definitions

• Active
  • Check the box to activate the the rule. Inactive rules will not fire at all.
• Action:
  • Warning: This will provide a warning for all users, even Quote Admins before saving your Quote lines. It will not stop users from saving a Quote.
  • Validation: This will stop users from saving the Quote Lines unless they are a Quote Admin.
  • Add: This will automatically add another product. Read more about Auto-Adding Products with Rules.
• Rule Type:
  • Price: Checks for greater than or less than a per unit price.
  • Requires: Requires a specific product, or a product matching the product family or category to be added or has been purchased before (depending on scope).
  • Discount: Check for greater than or less than a calculated line discount.
  • Excludes: Requires that a specific product family or category has NOT been purchased before.
  • Custom: Used for adding associated products.
• Scope:
  • All: Applies to previously purchased and "Active" Subscription products. It does not take into account non-recurring purchases, but does take into account products on the current quote.
  • Current Order: Only applies to products on this Quote
• Sub-Type:
  • Category: Uses the Product's 'Category" picklist as the criteria
  • Product: Uses a Specific Product as the criteria
  • Less Than: value is < specified Rule Type
  • Greater Than: value is > specified Rule Type
  • Family: Uses the Product's 'Product Family' picklist as the criteria

Setting Product Rules

• Browse to the product you would like to set the rule for.
• Click the ”Rules” button

• Set name for the Rule.
• Select the "Rule Type". Based on your selection, it will change the Sub-Type and Criteria field.
  • The Criteria field will dynamically generate picklist values on your Product Category and Product skus based on the Category or Product sub-type.
    
    

• Add a message to your users if they hit this rule.

Setting Product Rule Exemptions for Certain Users

• Assign the Permission Set called "Quote Entry Admin" to the designated user. This will bypass all Rules.