---
schema_version: "1"
id: 525a9a3e0c7f6679dcc148f4cc2fa6bb0e24a1aa139129b9888254282dff070e
title: Add Customer Conditions in Penny Perfect Pricing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_customer_condition.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_condition.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 923864d33cb247c21507566500dcc029b5fcf088f7617ab3125caa5e970c3b2c
description: Create customer conditions to define prices or discounts for customers. You can create customer conditions only from condition templates with customer reference.
products:
  - Consumer Goods
release: "264"
---
# Add Customer Conditions in Penny Perfect Pricing

Create customer conditions to define prices or discounts for customers. You can create customer conditions only from condition templates with customer reference.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d91115e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e64 ">To create customer conditions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e64 ">
              <p>(CGCloud Business Admin OR CGCloud Retail Business Admin)</p>
              <p>OR</p>
              <p>CGCloud Supervisor
                OR CGCloud Retail Supervisor User</p>
              <p>OR</p>
              <p>CGCloud Sales User OR CGCloud Retail Sales
                User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Sales Support</p>
            </td>

          </tr>
        </tbody>
      </table>

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.

1. From App Launcher, find and select **Accounts**.
2. Select a customer.
3. In the Customer Conditions related list, click **New**.
4. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d91115e141">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d91115e144">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d91115e141 d91115e144 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e141 ">Customer</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e144 ">Name of the customer.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e141 ">Condition Template</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e144 ">
                  <p>Condition template to create the product condition.</p>
                  <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                    <div class="slds-media slds-media_responsive">
                      <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png" alt="Note"></span></div>
                      <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The sales org of the
                        condition template and the product must be the same.</div>
                    </div>
                  </div>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e141 ">Value</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e144 ">Value assigned to a customer condition. The value can be a percentage or an amount,
                  depending on the configuration of the condition template used.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e141 ">Max Value</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e144 ">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.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e141 ">Quantity</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e144 ">Quantity that the condition is applicable for.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e141 ">Valid From</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e144 ">Start date of the validity period of the condition.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e141 ">Valid Thru</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d91115e144 ">End date of the validity period of the condition.</td>

              </tr>
            </tbody>
          </table>
5. Save your changes.