A Program is a discount that is applied to a full order, individually at lines, or to specific products. Programs can be applied manually or automatically to new transactions, or any existing transaction within the subscription period.
Common Use Cases for Programs are:
- A Term Discount available for the full subscription period
- A percentage discount applied to all future orders
- A Special Promotion
There are two ways to setup Programs:
- Pricebook entries can be marked as "Programs" which allow users to designate a product and its attributes that can automatically carry over to future orders. This will always create a separate line item in transactions.
- Using the Program object where a specific products can be tied to certain types of programs. Depending on the Program Type, this will apply a specified discount at the line item level.
To Setup a Pricebook Entry as a Program, follow this process.
To Setup using the Programs object, follow this process.