Create customer conditions to define prices or discounts for customers. You can create customer conditions only from condition templates with customer reference.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create customer conditions: |
(CGCloud Business Admin OR CGCloud Retail Business Admin) OR CGCloud Supervisor OR CGCloud Retail Supervisor User OR CGCloud Sales User OR CGCloud Retail Sales User OR CGCloud Sales Support |
Customer conditions are interfaced from an ERP system. Customer conditions added to a customer appears in the Customer Conditions related list of a customer record.
- From App Launcher, find and select Accounts.
- Select a customer.
- In the Customer Conditions related list, click New.
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Provide these details:
Field Description Identification Customer Name of the customer. Condition Template Condition template to create the product condition.
Note The sales org of the condition template and the product must be the same.Value Value assigned to a customer condition. The value can be a percentage or an amount, depending on the configuration of the condition template used. Max Value Maximum value that can be assigned to a customer condition. The value can be a percentage or an amount, depending on the configuration of the condition template used. Quantity Quantity that the condition is applicable for. Valid From Start date of the validity period of the condition. Valid Thru End date of the validity period of the condition. - Save your changes.