Create pricing adjustments for bundled products

  • Release version: Washingtondc
  • Updated May 6, 2024
  • 1 minute to read

    • Define price adjustments for a product when it is sold as part of a product bundle. You use the Configuration Component Price Adjustment Matrix to set the price adjustments for child product offerings that are bundled under a parent product offering.

    Before you begin

    Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

    About this task

    A pricing adjustment can be a markup or markdown percentage, amount, or a pricing override of the standalone product list price.

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Pricing > Pricing Matrices.
    3. In the Pricing Matrices list, select Configuration Component Price Adjustment Matrix.
    4. Select Edit Rule.
      The Decision Table for the Configuration Component Price Adjustment Matrix opens in Workflow Studio and displays the inputs, which include the parent product offering and its child product offerings that comprise the bundle, and the decision table section that contains the columns for setting the conditions and the pricing adjustments to be applied to the child product offerings in the bundle.
    5. In the decision table set the pricing rule for the child product offerings in the bundle:
      1. In the Conditions section, select Add new decision row.
      2. In the row, select the columns for the product offerings to be applied and select the appropriate values.
      3. In the Results section, select the Adjustment Type column and choose the type of adjustment, for example Markdown % or Markdown amount.
      4. In the Adjustment Value column, enter the adjustment amount.
      5. In the Adjustment Description column, enter a brief description of the adjustment.
        This description is copied to the adjustment record linked to the quote or order line when the product offer is added to the quote or order. Consider creating a description that is formatted with a unique ID followed by a text description. You can use the unique ID to audit the adjustment generated when the quote or order is being configured, and the agent can use the description to understand the reason for the adjustment.
      6. Select Save.
        The adjustments are available to sales or order agents when working on quotes or orders.