Qualify or Disqualify Promotions Based on Active Price Book

You can include products in promotions or exclude products from promotion using the Price Book condition. For example, if a consumer uses a source code that triggers a special price book, and the consumer also qualifies for a 20% Off promotion, you can restrict the promotion so that it isn't applied on products already discounted in the price book.

Price book restrictions are a type of condition in the promotion rule that is used to define:

Salesforce B2C Commerce evaluates whether the current product price (the best price of all applicable price books), comes from one of the price books specified in the promotion product rule or from one of its child price books. Based on this, the product is determined to be a qualifying, discounted, or included product (included condition) or not a qualifying, discounted, or included product (exclusion condition).

Because product rules are also used for shipping methods, this condition can also define product shipping costs and products excluded from shipping methods.

Parent Price Book

With a price book condition, the product qualifier (or disqualifier) of its price comes from that price book or any of its children's price books.

Effective Periods

Because price books and promotions can have different effective periods, it's possible that a promotion that is active until 12/31, for example, can be configured with a price book qualifier that is active until 12/20 that ends before the promotion ends. In this example, the promotion will not be available until 12/21.

Note: These conditions are staged with the promotion or shipping method in which they are used.

Examples

These are sample promotions:

Product promotion include/exclude
20% off all televisions

Include Category = ( suit )

Exclude Price Book = ( SpecialPricesCAN )

5% off your order Include Price Book = ( SpecialPricesCAN )

Example 1

These are the active price books and the product prices per price book.

Product Price book Price
Television A

ListPrices

SalesPricesAll

SalesPricesCAN

$600

$560

$520

The product promotion is 20% off all Men's Suits. However, using the Price Book qualifier, (20% off all products in category Men's or subcategories, excluding products in price book SalesPriceCAN), the following occurs for two different customers:

Customer Applicable price books Price book Price
US

ListPrices

SalesPricesAll

SalesPriceAll $448 (20% of $560)
CAN

ListPrices

SalesPricesAll

SalesPriceCAN

SalesPriceCAN $520 (no 20% discount)

No discount is applied for the Canadian customer because the product price comes from price book SalesPriceCAN, and the promotion rule defines that products with this price book are excluded.

Example 2

These are the active price books and the product prices per price book.

Product Price book Price
Television A

ListPrices

SalesPricesAll

SalesPricesCAN

$600

$560

$520

Sofa ListPrices $1,699

In this example, the customer is from Canada (CA). The order promotion is 5% off your order. However, using the Price Book qualifier, (5% off total order value, excluding products in price book SpecialPricesCAN), the following occurs:

Applicable price books Shopping cart Price Discount
ListPrices Sofa $1,699 $84.95

ListPrices

SalesPricesAll

SalesPriceCAN

Television A $520.00  
  Merchandise total $2,219.00  
  Final order price $2,134.05 5% off $1,699

In this case, there is a 5% discount off the sofa, using the ListPrices price book, but no discount on the television because its price comes from the SalesPriceCAN price book, an excluded price book.

Related Links

Product Promotions

Qualifying and Discounted Products

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