(Enterprise)

Create a price rule that contains branching with conditions

We can create a price rule that can price catalog entries differently depending on certain conditions. Those conditions can relate to the part of the catalog to which the catalog entry belongs, or the customer viewing the catalog entry, or some other condition. For each condition, we can specify one or more pricing instructions. Each instruction is represented as an action in the price rule flow.


Before beginning

  1. To understand the conditions we can use in your price rule, read Conditions in price rules.

  2. To understand the actions we can use in your price rule, read Actions in price rules.


Procedure

  1. Open the Catalog Filter and Pricing tool.

  2. From the toolbar, click the arrow on the right side of Create New; then select Price Rule.

  3. Set the price rule properties:

    Property Description
    Name Name for this price rule. This name displays beneath the price rule in the Price Rules - List page.
    Description Enter text that explains what the price rule is intended to do.

    Tip: To edit the name and description for a price rule, click the green circle at the start of the price rule.

  4. Set up the Condition Branch:

    1. From the Branching section in the palette, drag the Condition Branch icon into the price rule flow between the green and red circles.

    2. Click the Condition Branch.

    3. Complete the properties for the Condition Branch:

      Property Description
      Name Name for the Condition Branch.
      Paths We need one path for each condition in your price rule, plus an optional bottom path to set pricing for catalog entries or customers that do not meet the conditions on the other paths:

      • To add more paths, click the Create New Path icon above the Paths table.

      • For each path, type a name, for example, Pricing for tires, Pricing for brakes, Pricing for all other catalog entries. The name displays in the Price Rule Builder under the green arrow at the start of each path.

  5. For each path following the Condition Branch, set up the condition that must be met:

    1. From the Conditions section in the palette, drag a condition icon into the price rule flow to the right of the green arrow that starts the path. Place only one condition per path.

    2. Click the condition icon.

    3. Complete the properties for the condition. Example: To set up a condition to price only catalog entries from the Tires category on the top path:

      • Drag a Catalog Condition icon into the price rule flow to the right of the green arrow on the path.

      • Click the Catalog Condition icon.

      • In the properties view of the condition, specify the Tires category.

      The result is shown here:

    4. For each additional path, repeat steps 5.a through 5.c using the same type of condition icon.

      Tip: Typically, you should not add a condition element to the bottom path. The bottom path should set pricing for any catalog entries or customers that do not meet the conditions on the other paths.

  6. If required, set up any actions that must pass in a price to the Condition Branch. These actions must be placed to the left of the Condition Branch. If this is not required for our price rule, skip to step 7.

    Do this step only if all paths following the Condition Branch use the same action as input before performing any calculations or rounding. For example, if all paths are going to base their prices off of the Standard price list, place a Get Price from Price List action to the left of the Condition Branch; then specify the Standard price list, as shown in the following screen capture. If, however, we want the first path to use Price List A, and the second to use Price List B, do not put any actions to the left of the Condition Branch.

    1. From the Actions section in the palette, drag an action icon into the price rule flow to the left of the Condition Branch.

    2. Click the action icon.

    3. Complete the properties for the action. Example: To pass in a price from the Standard price list to all paths in the condition:

      • Drag a Get Price From Price List action icon into the price rule flow to the left of the Condition Branch.

      • Click the Get Price From Price List action icon.

      • Specify the Standard price list in the properties view of the action.

      The result is shown here:

  7. On each path, add the actions to set pricing for the condition:

    1. From the Actions section in the palette, drag an action icon into the price rule flow to the right of the condition element.

    2. Click the action icon.

    3. Complete the properties for the action.

      You do not need to add an action to a path if both of the following are true:

      • There is already an action to the left of the Condition Branch that passes in a price to the path.

      • You do not want to adjust or round the price that is passed in.

      Example: The following is a completed price rule with three paths:

  8. Save and close the price rule.


Related concepts
Conditions in price rules
Catalog Condition
Condition Branch in a price rule
Comparison Condition
Customer Condition
Price List Condition
Date Condition
Best practices for price rules


Related tasks
Viewing where price lists, rules, equations, and constants are used