Promotion Compatibility

Your business rules might require that certain promotions can't be combined (stacked). For example, if there is a global 10% product promotion for everyone, and a special 20% product promotion for registered customers, registered customers should only receive the 20% discount. You might, however, want multiple promotions applied to an order. For example, you might want a customer to receive a 10% discount on a product in the cart, free shipping based on the order value, and a free bonus product with the same order.

You can control which promotions are applied and in what order using compatibility rules, so that all promotions for which a customer is eligible are not automatically applied to the shopping cart. The rank and exclusivity system attributes enable you to do this.

Rank

The rank attribute enables you to define which promotions take precedence (with 10 = highest and 100 = lowest, for example). Using the Business Manager promotion editing page, you can set the (optional) rank of a promotion. By default, a promotion has no rank.

Note: The rank settings are configurable system objects. For access to these objects you must be a Salesforce admin.

Exclusivity

The exclusivity attribute enables you to specify if promotions are mutually exclusive, in general or relative to a promotion's class. You can assign an exclusivity value to a promotion either at promotion creation, or any time. This setting is mandatory.

Exclusivity Definition
NO Can be combined with any promotion (default).
CLASS Cannot be combined with a promotion of the same class.
GLOBAL Cannot be combined with any promotion.
Note: If you have configured multiple global exclusive promotions, Salesforce B2C Commerce uses the prioritization rules to determine which is applied. When B2C Commerce applies a global exclusive promotion, it immediately stops processing, so no other promotions are applied.

The following table lists the promotion classes, the compatibility choices, and what they mean for a cart or shipment:

Promotion class Compatibility Result
Product Global Not combined with any other promotion in a given order
  Class Not combined with any other product promotion for a specific product in a given order
Order Global Not combined with any other promotion in a given order
  Class Not combined with any other order promotion in a given order
Shipping Global Not combined with any other promotion in a given order
  Class Not combined with any other shipping promotion in a given shipment

Exclusivity Handling for the Same SKU Multiple Times in a Basket

You can configure how you want class exclusivity for product promotions to be interpreted. The default is that class exclusivity for product promotions prevents multiple promotions from stacking on the same SKU in a basket. You can set a preference that changes this behavior. The Configure product promotion class exclusivity setting enables you to prevent promotions from stacking on the same item, but permits (when the same product is in the cart multiple times) distinct items to receive different promotional discounts. Use this to configure overlapping promotions, each with a finite application limit.

For example, using this setting, two skirts (same SKU) in a basket can qualify for other promotions. The default is that only one promotion can be applied to the skirts.

Exclusivity handling for buy-X-get-Y Promotions

B2C Commerce prevents products from being counted twice whereby qualifying products in one promotion are used as discounted products in another promotion. For class-exclusive buy-X-get-Y promotions, both the discounted and the qualifying products are prevented from receiving further discounts.

For example, a merchant configures two promotions for their back-to-school promotion:

Promotion Qualifying product Discounted product
Buy three pairs of khakis, get 50% off on a polo shirt khakis polo shirt
Buy one pair of kid's sneakers and get 20% off on a pair of khakis kid's sneakers khakis

Both promotions are set to Exclusive, whereby a product promotion can't be combined with any other product promotion for a specific SKU (that is product) in the order. Considering promotion priority rules, the promotion with 50% is prioritized ahead of the 20% offer. The first promotion is used and the second isn't because B2C Commerce prohibits both the qualifying and discounted products from receiving further discounts.

Choice of bonus product discounts

A product promotion with a choice of bonus products discount can define exclusivity rules like any other promotion. The exclusivity parameter only works for promotions with qualifying products. Exclusivity applies to the qualifying product SKUs and not the bonus product SKUs. For example, for three promotions:

Promo1 and Promo2 can't simultaneously apply to the same item (P123). Promo1 and Promo3 can simultaneously apply, because the promotion applied to P123 in one case and B1 and B2 in the other.

Examples

Two Promotions Set to Global-Exclusive, One with a Rank

In the following example, there are two promotions set to global-exclusive, one with a rank. All other promotions are non-exclusive.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Global
PROMO_P3 $1 off cashmere sweaters Product 0 No
PROMO_P4 2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 No
PROMO_O2 20% off order Order 65 Global
PROMO_O3 $5 off order Order 0 No

The applied discounts for this basket are as follows:

Product No discount
Order 20% off order

The following are the applied discounts:

Item Net price Discount
pale blue cashmere sweater $100 None
wide leg jeans $25 None
Total $125 $25

One Global-Exclusive Promotion and One Class-Exclusive Promotion

The following example has one global-exclusive promotion and one class-exclusive promotion. All other promotions non-exclusive

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Class
PROMO_P3 $1 off cashmere sweaters Product 0 Global
PROMO_P4 $2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 No
PROMO_O2 20% off order Order 65 No
PROMO_O3 $5 off order Order 0 No

The applied discounts for this basket are as follows:

Product $1 off on sweater
Order No discount
The following are the applied discounts:
Item Net price Discount
pale blue cashmere sweater $100 $1
wide leg jeans $25 None
Total $125 None

Two Promotions Set to Global-Exclusive, Both with Same Rank

The following example has two promotions set to global-exclusive, both with same rank. All other promotions are non-exclusive.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Global
PROMO_P3 $1 off cashmere sweaters Product 0 No
PROMO_P4 $2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 No
PROMO_O2 20% off order Order 65 Global
PROMO_O3 $5 off order Order 0 No

The applied discounts for this basket are as follows:

Product $2 off on sweater
Order No discount

The following are the applied discounts:

Item Net price Discount
pale blue cashmere sweater $100 $2
wide leg jeans $25 None
Total $125 None

One global-exclusive promotion and one class-exclusive promotion

The following example has one global-exclusive promotion and one class-exclusive promotion. All other promotions non-exclusive

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Class
PROMO_P3 $1 off cashmere sweaters Product 0 Global
PROMO_P4 $2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 No
PROMO_O2 20% off order Order 65 No
PROMO_O3 $5 off order Order 0 No

The applied discounts for this basket are as follows:

Product $1 off on sweater
Order No discount
The following are the applied discounts:
Item Net price Discount
pale blue cashmere sweater $100 $1
wide leg jeans $25 None
Total $125 None

Multiple Class-Exclusive Promotions

The following example has multiple class-exclusive promotions. All other promotions are non-exclusive.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Class
PROMO_P3 $1 off cashmere sweaters Product 0 Class
PROMO_P4 $2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 Class
PROMO_O2 20% off order Order 65 No
PROMO_O3 $5 off order Order 0 Class

The applied discounts for this basket are as follows:

Product $2 off on sweater
Order 15% off order
The following are the applied discounts:
Item Net price Discount
pale blue cashmere sweater $100 $2
wide leg jeans $25 None
Total $125 $18.75

All Class-Exclusive Product Promotions

The following example has all class-exclusive product promotions. While they are all evaluated and applied, there is only one discount per product.

Name Promotion Class Rank Exclusivity Item limit
PROMO_P1 10% off all products Product 60 Class 1
PROMO_P2 $2 off all products Product 40 Class 2
PROMO_P3 $1 off cashmere sweaters Product 15 Class  
PROMO_P4 $2.99 product fixed price for all jeans Product 30 Class  

The following are the applied discounts:

In cart Price Discount
cotton sweater $50 10% off all products
low rise Jeans $40 $2 off all product
polo shirt $30 $2 off all product
denim jacket $20 $2.99 product fixed price

Class-Exclusive and Non-Exclusive Promotions

The following example has class-exclusive and non-exclusive promotions, whereby the class-exclusive promotions are not applicable. Therefore, all non-exclusive promotions are applied.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off all red shirts Product 60 Class
PROMO_P2 $2 off all red shirts Product 40 Class
PROMO_P3 $1 off all shirts Product 15 No
PROMO_P4 $2.99 product fixed price for all green shirts Product 30 No

The following are the applied discounts:

In cart Price Discount
Green shirt $2.99 Fixed price and $1 off all shirts
Yellow shirt $40 $1 off all shirts

Related Links

Controlling Promotions

Promotion Priority Rules