Redwood: Manage Discount Lists

Use the redesigned Discount Lists page to search, create, and edit your discount lists. You can set up a simple, tiered, or matrix discount. You can also use descriptive flexfields to capture pricing data that's specific to your business needs.

To start, use keywords, filters, and attributes to search your discount lists:

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Click Create Discount List, then set up your list:

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NOTE:

  • For example, create a discount list named October 2024.

  • Create and manage benefits on the list.

  • Use keywords, filters, and attributes to search across benefits.

  • Click Add Benefit, and then click an action to create a simple, tier, or matrix benefit.

  • Click Additional Information to get details about access sets and descriptive flexfields. 

Simple Benefits

It's easy to create a simple benefit:

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Try it:

  1. Enter the name.
  2. Select the type, such as discount percent, discount amount, markup percent, markup amount, or price override.
  3. Enter the value as a percent or amount.
  4. Select the item.

Tiered Benefit

It's similar to how you create a tiered rule on the classic pages:

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Matrix Benefit

It's also similar to how you create a matrix rule on the classic pages:

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Customize Your Discount List Page

You can use a business rule to set the default value for attributes, to show attributes you need, and to hide ones you don't. For example, the discount list comes predefined to display only a small set of attributes when you create a benefit. You can add more. Here's how:

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Try it:

  1. Go to the Pricing Administration work area, then click Tasks > Manage Discount Lists - New.
  2. Click Settings and Actions > Edit Page in Visual Builder Studio > Configure Fields and Regions.
  3. In the Fields and Regions dialog, click the plus sign next to Form Rules.
  4. Set the values that you need. Here are some examples:

    Attribute

    Hidden

    Value

    Adjustment Amount

    -

    20

    Item

    Visible

    -

    ItemLevelCode

    Visible

    All Items

    PricingUOMCode

    Visible

    -

    ServiceDuration

    Visible

    -

    ServiceDurationPeriodCode

    Visible

    -

    Charge Subtype

    Visible

    Price

    Charge Type

    Visible

    Activation Fee

    Price Periodicity

    Visible

    -

    Price Type

    Visible

    Recurring

  1. Click Publish.
  2. Wait a few minutes until you see the Build Finished dialog. It should say something like:
  3. Create a benefit, then verify that the page displays the attributes you made visible and sets the default values you specified.

For details, see:

Use a redesigned page that simplifies how you search for and manage your discount lists.

Work more efficiently and improve your user experience. Create a business rule that sets the default values for attributes and that shows and hides attributes.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Set up a guided journey for your discount page. For details about how, see Guided Journeys.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Manage Pricing Rules (QP_MANAGE_PRICING_RULES)
  • Approve Discount Lists (QP_APPROVE_DISCOUNT_LISTS)
  • Manage Discount Lists (QP_MANAGE_DISCOUNT_LISTS)
  • Manage In-Progress Discount Lists (QP_MANAGE_IN_PROGRESS_DISCOUNT_LISTS)
  • View Discount Lists (QP_VIEW_DISCOUNT_LISTS)