Create condition templates to define the behavior of conditions and to reference to customers, products, or both. Depending on the reference, you can create customer conditions, product conditions, or customer-specific product conditions.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create condition templates: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
- From App Launcher, find and select Condition Templates, and then click New.
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Provide these details:
Field Description Identification Condition Template Name Name of the condition template. Active Indicates if a condition template is active. You can use only active templates to create conditions. Value Type Value type for a condition created using the template. The options are:
- None
- Percentage
- Amount
Template Type Meta type of a template. The options are:
- None: Not applicable
- Price: Use to create conditions that specify standard or customer-specific product price
- Discount: Use to create conditions that specify the percentage or value of discount for a product or customer
- Factor: Doesn't affect the functionality of the app
Sales Org Sales org of a customer template. The field is editable only during template creation. Description Description Language 1/2/3/4 Description of a customer template in the languages configured for the sales org. References Customer Reference Indicates if a template has customer reference. Only templates with customer reference can be used to create customer conditions and product-specific customer conditions. Product Reference Indicates if a template has product reference. Only templates with product reference can be used to create product-specific customer conditions and product conditions. Pricing Details Price Finding ID ID assigned for product or consumer price. - Save your changes.
- Add Product Conditions in Penny Perfect Pricing
Use product conditions to specify product prices for order value calculation. You can create product conditions only from condition templates with a product reference. You can specify multiple product conditions for a product based on different combinations of price type and price list. Each product condition has a validity period. - 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. - Add Customer-Specific Product Conditions in Penny Perfect Pricing
To set up personalized pricing or discounts for specific products and customers, create customer-specific product conditions. Consumer Goods Cloud doesn’t support adding customer-specific product conditions out-of-the-box. However, you can customize the pricing conditions by using these customer-specific product condition templates that include references to customers and products.