Qualify or Disqualify Promotions Based on Active Price Book

You can include or exclude products from promotions using the price book condition.

For example, a shopper uses a source code that triggers a special price book. The shopper also qualifies for a 20% Off promotion. You can restrict the promotion so that it doesn't apply to products already discounted in the price book.

Price book restrictions are a condition type that can define:

Salesforce B2C Commerce evaluates where the current product price—the best price of all applicable price books—comes from. The price can come from one of the price books specified in the promotion product or one of its child price books. Then B2C Commerce determines whether the product is qualifying, discounted, or included.

Shipping methods also use product rules. So this condition can 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

Price books and promotions can have different effective periods. For example, you can run a promotion that is active until 12/31 with a price book qualifier that is active until 12/20. 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

Promotion Include/Exclude
20% off all televisions

Include Category = (suit)

Exclude Price Book = (SpecialPricesCANADA)

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

Example 1

Your site has the following active price book and product price per price book.
Product Price book Price
Television A

ListPrices

SalesPricesAll

SalesPricesCANADA

$600

$560

$520

Your product promotion is 20% off all men's suits. You use the price book qualifier 20% off all products in the category Men's or associated subcategories, excluding products in price book SalesPriceCANADA. The following occurs for two different shoppers:

Shopper Applicable price books Price book Price
US

ListPrices

SalesPricesAll

SalesPriceAll $448 (20% of $560)
CAN

ListPrices

SalesPricesAll

SalesPriceCANADA

SalesPriceCANADA $520 (no 20% discount)

No discount applies for the Canadian shopper because the product price comes from price book SalesPriceCANADA, and the promotion rule excludes products in this price book.

Example 2

Your site has these are the active price books and the product prices per price book.

Product Price book Price
Television A

ListPrices

SalesPricesAll

SalesPricesCANADA

$600

$560

$520

Sofa ListPrices $1,699

In this example, the shopper is from Canada. The order promotion is 5% off your order. You use the price book qualifier 5% off the total order value, excluding products in price book SpecialPricesCANADA. 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. This discount doesn’t apply to the television because its price comes from the SalesPriceCANADA price book, an excluded price book.

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