Assigning a price rule to a base or customer contract of a B2B store

Using Commerce Lab, you can assign a price rule to base contracts and customer contracts in the B2B business model, including extended sites. After you assign the price rule to the contract, customers shopping under the contract are entitled to prices set by the price rule.

Before you begin

  • To learn more about assigning price rules to contracts for various business models, read Price rule assignment and contracts.
  • The contract that you want to assign the price rule to must already exist in Commerce Lab. To create a new contract, see Creating contracts.

About this task

If you are updating a contract that contains existing pricing terms set using the Commerce Lab catalog filter, then the price rule you assign will override those terms. In other words, the price adjustments set in the Commerce Lab catalog filter will no longer affect the contract. Consider removing the price adjustments set in the Commerce Lab catalog filter to avoid confusion, even though this is not mandatory.

Procedure

  1. Open Commerce Lab tools.
  2. From the left navigation menu, go to Business tools > Customer Management > Customer Accounts.
  3. Select the store from the Store filter.
  4. Select the account that has a contract you want to assign the Price Rule to, and then click the contract number provided in Contract column.
  5. Click the Edit icon from the Actions menu. The Edit Contract page opens.
  6. On theEdit Contract page, click the Catalog filter and price rule.
  7. From the price rule drop-down, select the price rule to assign to the contract.
  8. Click Save.

Results

The price rule is now assigned to the contract. You can log on to the store as a customer entitled to the contract and check that the prices on the storefront are set according to price rule you assigned.