CleverPricer

CleverPricer – Administration and Configuration

Create Volume, Bundle or Matrix Discount

To create a new discount rule, first open Pricer App.

Than go to Discount Rules tab section and click New. In Record Type, select Volume, Bundle or Matrix record type. Click Continue and fill out fields with respective information.

In Method picklist (for Volume or Bundle discount) you can see two types of discounts:

"Simple" – same discount is applied to each product unit and is based on total quantity of products.
"Tiered" – pricing per unit is based on tiers, with larger discounts for higher tiers.

Checked Active Flag checkbox means that the discount is active and will be applied. Sequence field determines the priority of discount application, the smaller sequence - the higher priority. Sequence is a global field for all discount types, that’s why sequence must be carefully selected.

Setting Volume Discount

To complete the creation process of Volume discount, you need to add products, to which the discount is applied, set the size of discount and conditions when the discount is applied.

Volume Products are products, to which the discount is applied.

In Volume Ranges, we define when and how to apply the discount. When adding new Volume Range, you need to indicate:

"Discount Amount" - defines the size of discount. The set figure may be both the amount and the percent depending on the discount type.
"Min/Max Quantity" - sets the quantity range of goods, i.e. the range where the product discount will apply.
"Discount Type" – there are three types of discounts:
- Discount Percent – the product price will be reduced by the percent indicated in Discount Amount field. The figure in Discount Amount field is calculated only as percentage.
- Discount Value – the product price will be reduced by the amount specified in Discount Amount field.
- Price Override – by applying this type, the price for each product unit will equal the amount indicated in Discount Amount field.

Setting Bundle Discount

When creating Bundle discount, you need to indicate Bundle Criteria and Bundle Offer.

Bundle Criteria are criteria when the discount is activated. You need to specify only Product and Min Quantity. When this condition is met, for example, a customer buys certain products in the amount indicated in min quantity, he/she will receive the discount indicated in Bundle Offer.

Bundle Offer is either a discount or a discount offer, which will become available, when Bundle Criteria are met. When creating Bundle Offer, you need to indicate Discount Amount, Discount Type, Product, to which the discount is applied, and Max Quantity of product units, to which the discount will be applied. The procedure is similar to creation of Volume Ranges.

Setting Matrix Discount

In Lookup Object picklist of Matrix Discount Rule you can select the API name of the object which stores matrix discount data. You can add new picklist values into Lookup Object field using the standard way of Salesforce picklists configuration.

Also you have to define Matrix Lookups and Matrix Actions objects of Matrix Discount Rule.

Matrix Lookup objects define search criteria to search appropriate record in Lookup Object.

You have to specify:

"Field Name" - OpportunityLineItem field name, which contains the value to search with.
"Lookup Field" - Lookup Object field name to search in.
"Operator" – operator to be used for compare. There are several types of operators:
- equals – corresponds «=» logical operator.
- not equals – corresponds «<>» logical operator.
- less than – corresponds «<» logical operator.
- less or equals – corresponds «<=» logical operator.
- greater than – corresponds «>» logical operator.
- greater or equals – corresponds «>=» logical operator.

If there are multiple Matrix Lookup records specified in Matrix Discount Rule, the logical "AND" is used.
Matrix Action record defines the action which has to be performed to apply the discount value from Lookup Object record into "Opportunity Line Item.Unit Price" field. To create new action you have to specify:

"Lookup Field" - Lookup Object field name, containing the discount value.
"Action Type" – there are three types of actions:
- deduct percents – the product price will be reduced by percents of Lookup Field field value.
- deduct value –the product price will be reduced by the amount of Lookup Field field value.
- overwrite – the product price will be overwritten with the amount of Lookup Field field value.
"Sequence" - determines the application sequence of Matrix Actions.
"Allow Negative Values" – if checked, allow resulting product price to be negative, otherwise the unit price will be defined to zero if the resulting value was negative.

Lightning Experience interface

In Lightning Experience interface you have to activate lightning page «Opportunity Record Page» from Lightning App Builder.

First click on View at «Opportunity Record Page» record.

Than click Activate at viewing page window.

After that you will be able to access the PRODUCTS tab in the opportunity, which provides the discount calculate functionality.

Preferences

Before using Pricer, you have to add some controls on opportunity page layouts.
Go to Opportunity Page Layout and press Related List Properties button in Products Related List.

Then in Columns tab add View Log field (moreover, you can add Discount, List Price and Total Price fields for more convenience).

Likewise, by going to Buttons tab, add Edit Products button. Press Ok and save Page Layout.

Go to Price Book Page Layout and add Discount field. Press Ok and save Page Layout.

Go to "Administer – Manage Users – Profiles" and create a custom profile for users (for example, clone "Standard User" profile). Then set object permissions in "Custom Object Permissions" section.

Set Tab access in section "Tab Settings - Custom Tab Settings".

CleverPricer settings

Pricer Settings page can be accessed via "Installed Packages – Configure" link or via "Pricer Settings" Visual Force Page.

It contains such settings:

"Allow Pricing on Trigger" - if true, then discounts are calculated on each Opportunity Line Items Quantity update. If false, then they are calculated just on the Opportunity Pricer page only.
"Show Cross-Sale Notifications" - toggles on/off Cross-Sale notifications calculation.
"Log Discount Changes" - toggles on/off discounts waterfall logs calculation.
"Reprice on Edit" - toggles on/off instant repricing when the Opportunity Line Item Quantity has been changed in Opportunity Pricer page.

CleverPricer – in Action

The Discount Calculation procedure

The main part of application, in which all discounts are calculated, may be accessed from Opportunity Detail page. Create new or open an existing Opportunity, add Opportunity Product, to which the discount is applied, and click Edit Products.

By changing the Quantity of products in the Edit Products window, we can view the Total Price with applied discount. Moreover, we can add new products by using Search Panel. In this case, the Quantity by default will be 1.

Pricer supports Cross-Selling and Target Amount functionality.

The main purpose of the Cross-selling is to always provide you with the most relevant product offers in a particular situation based on the information you have available.

Target Amount functionality allows you to set the target cost value of all the products of the opportunity. In this case, a discount will be calculated for each product of the opportunity in accordance with the target cost value.

Lightning Experience interface

Lightning Experience Pricer page can be accessed via «Opportunity Record Page» Lightning Page.

Discount Log

Price setting procedure allows multiple adjustments to a price. Discount Log Item is a list of the price adjustments in the sequence in which they were applied. It allows users to see all steps in the calculation of the final price.
Drill down on the View Log field from the Opportunity Product related list.

New window with log will open.

Price Book adjustment

You can clone existing Price Book with discount adjustment (working only in Salesforce Classic interface). Simply define value for Discount field at Price Book.

In new Price Book specified discount will be applied asynchronously.