Promotion Compatibility

You can control which promotions are applied and in what order using compatibility rules. Compatibility rules prevent a shopper from qualifying for every possible promotion. Use the rank and exclusivity system attributes to control your promotion compatibility. For example, your site has a global 10% product promotion for everyone and a special 20% product promotion for registered customers. To prevent registered customers from qualifying for both discounts, you can add CLASS exclusivity to the promotions.

Rank

With the rank attribute, you define which promotions take precedence, for example, with 10 = highest and 100 = lowest. Use the Business Manager promotion editing page,to 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 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 their effects on 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 Buy-X-Get-Y Promotions

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

For example, a merchant configures two promotions for a 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

The merchant sets both promotions to Exclusive to stop the product promotions from combining. The promotion with 50% is prioritized above the 20% offer (see promotion priority rules). The first promotion is used and the second isn't because B2C Commerce prohibits both the qualifying and discounted products from receiving further discounts.

Bonus Product and Choice of Bonus Product Promotions

Product promotions with a bonus product discount define exclusivity like any other promotion. The exclusivity parameter only works for promotions with qualifying products. Exclusivity applies to the qualifying product, not the bonus product. For example, for the following promotions:

Promotion Qualifying product Discounted product Discount Exclusivity
Buy one polo shirt and get a free pair of sneakers Polo shirt Polo shirt Free pair of sneakers Class
Polo shirts 30% off Polo shirt Polo shirt 30% off polo shirts Class

Because bonus product promotions consider the qualifying product to also be the discounted product, the second promotion doesn't apply.

Examples

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

In the following example, two promotions are 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 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 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

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