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Rachel Linder 20
CPQ - How to Create a Discount Schedule Based on the Number of Options within a Bundle
We need a discount rule to discount based on the number/count of all options within a bundle on a quote.
For example you could have the following bundles on a quote:
If the bundles contain any configuration of the 4 components number we need the following discounts to be applied to the components within that bundle:
I am attaching screenshots of the Summary Variable to count the product options, the price rule and price action to populate the quote line field with the value, and the Discount Schedule to be used to discount.
SUMMARY VARIABLE
PRICE RULE
PRICE ACTION
DISCOUNT SCHEDULE
For example you could have the following bundles on a quote:
Bundle A (parent)
Component 1
Component 2
Component 2
Component 3
Component 4
Component 4
Bundle B (parent)
Component 1
Component 3
Component 4
Component 3
Component 4
If the bundles contain any configuration of the 4 components number we need the following discounts to be applied to the components within that bundle:
- if it contains 2 components - 5% discount should be applied to all of the components within that particular bundle.
- if it contains 3 components - 7.5% discount should be applied to all of the components within that particular bundle.
- if it cotains 4 or more components - 10% discouint should be applied to all of 3 the components within that particular quote line bundle.
Bundle A (parent)
Component 1 - 10:%
Component 2 - 10%
Component 2 - 10%
Component 3 - 10%
Component 4 - 10%
Component 4 - 10%
Bundle B (parent)
Component 1 - 7.5%
Component 3 - 7.5%
Component 4 - 7.5%
Component 3 - 7.5%
Component 4 - 7.5%
SUMMARY VARIABLE
PRICE RULE
PRICE ACTION
DISCOUNT SCHEDULE
Best Answer chosen by Rachel Linder 20
Rachel Linder 20
We were able to get the count of product options to be used in a summary variable. we were then able to use a discount rule to apply a discount to each product option.