Order setup

When an order is created the first step taken behind the scenes is determining the segments the customer belongs to and what the associated eligible records are. During this segmentation exercise the application returns the eligible commercial policies, assortments, and promotions. These eligible records are applied to the price book to determine discounted prices and the assortment of products available for the customer to order.

Tip

This dynamic approach to customer segmentation means you drastically cut down on the amount of data needed to serve your customers. Instead of millions of different segment associations and price book entries, you can perform personalised pricing with a single price book.