Adding Pricing Rules to Quote Template
Pricing rules allow you to specify the rules that govern what pricing changes must be made for the products and service items added to the quote. Pricing rules are an integral component of Quote Templates.
If your company automatically adds a 25% promotional discount for all orders in the last month of your fiscal year, you can create a pricing rule that automatically applies this discount to quotes that are based on the Effective Date for the quote.
For more information about the general structure of Mobileforce Rules, see Rules.
To create a pricing rule, click the Add Rule button from the Pricing tab of the Quote Template page.
Specify an alphanumeric name (without spaces) for the rule and optionally add a description for it.
When you save the rule, MobileForce CPQ automatically populates the metadata values (such as Created Time) for the rule.
Use Trigger options to specify the actual rule expression that is evaulated at run-time. If this expression evaluates to true, then approval is required before the proposal can be saved to the CRM.
Rule Evaluation Order: If you have multiple rules, enter a number to specify when the rule is to be triggered. Higher numbered rules are triggered after lower numbered rules.
- MobileForce CPQ evaulates the rules based on their Rule Evaulation Order from lowest to highest.
- MobileForce CPQ evaulates all of the product rules before evaluating all of the pricing rules, and the finally evaluating all of the approval rules.
Trigger Condition: This is actual rule expression that is evaluated at run-time. If this expression evaluates to true then the response action is triggered.
Required Pricebook If you want this rule to only apply to a specific price book, click the drop-down menu and select it.
Triggered At Click the drop-down list, and select the exact price computation moment when the rule is to be triggered:
- At start
- At the start of each line-item
- After line-item subtotals are computed
- After line-item totals are computed
- After line-item table subtotals are computed
- At end
Skip Later Rules After Trigger: If you have multiple pricing rules, once a trigger condition is met, set this option to Yes to have MobileForce CPQ skip evaluation of all subsequent pricing rules, based on their Rule Evaluation Order. Ensure this option is set to No to have MobileForce evaulate subsequent pricing rules.
For more information about trigger conditions and watched inputs in MobileForce CRM, please refer to the MobileForce Expressions guide which describes the correct syntax as well as providing a comprehensive list of available functions and system variables that can be specified.
Use Response options to specify the action that MobileForce CPQ is to perform when the specified trigger condition is evaluated as true. Click the Action Performed drop-down list to select the desired action. The other available Response options change based on the selected Action:
- Show Errror Message
- Show Warning Message
- Show Informational Message
- Add Discount
- Use Tagged Price Book Item
Access Control options
Specify the following options:
Active: Specify whether the pricebook is currently active. By default, the setting is set to Yes. To deactivate the product, the setting should be set to No.
Effective Date: Click the field to select the date after which users can select the pricebook.
Expiration Date: Click the field to select the date after which users can no longer select the pricebook.
Example of a Pricing Rule
Here's an example of a pricing rule. It adds a 10% overall discount on the total computed price for all the items in the line-items table.
If you wanted this discount to be only applied in December, or only during certain time periods (promotion period), you can control the effective/expiration-dates to match your discount. Since no price book is selected for this rule, the rule triggers for all quotes (for any price book selection). Since there is no trigger condition formula, this rule applies for all price computations, i.e., whever the line item prices are added up.
Example of a Pricing Rule that uses Tags
When adding price book entries to your product, we have described how to use tagged price book entries
Now let us use tags to create a pricing rule. Specifically, we test whether a tag has been set to create a pricing rule.
Within the Quote Template, this is what the tagged pricing rule looks like:
The pricing rule checks a trigger condition: whether the "managed_service_pricing" option is set by the seller, and if this option takes the value "enterprise". If so, it fires the Pricing Rule which decides to use the price book entry that has the "enterprise" tag set for the "managed_service_pricing" option. Such a rule enables the seller to use their quoting UI to pick the "enterprise" option if they'd like the "enterprise" price book entry. If the seller doesn't pick this option, the default price book entry (one with no tags) is used. This provides an elegant mechanism for selecting from one of many price values for a given product.