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Frequently Used Business Rules

This section describes some of the most commonly used rules.

Advisor

Apply Dynamic Pricing to Product List

This rule controls the way pricing is displayed as a user navigates your product catalog or C3 Advisor or performs a product search.

Choose catalog navigate style

This rule controls the way in which end-users can navigate your product catalog.

Track Action Rules

A number of C3 Advisor business rules enable you to record how users navigate the product catalog and use the C3 Advisor questionnaire. On a busy site, the volume of data generated by this logging can be large: take care to size your database carefully, and take measures to archive data if need be.

Configurator

Pricing Type

This rule determines how prices are determined for configured products. You can set prices for an option class or option items either by associating a product with it (in which case the price is determined from the C3 Pricing engine) or by setting the value of the Price display property. This rule determines which method should be used.

Show Promotions

If a product is associated with a model, option class or an option item, and if a promotion is associated with the product, then you have the possibility of presenting promotions to users as they configure products. This rule determines whether promotions are displayed as users configure products.

Coupons

Enable Coupon Management

If you want end-users to be able to add coupons to their carts, then set this rule to true.

Leads

Automatic assign uploaded leads to their fixed recommended partners

Lead administrators can upload leads using XML or tab-delimited text files. When they do so, this rule determines whether the uploaded leads are automatically assigned to their recommended partner. This is the optional RecommendedPartnerName child element of the LeadCreate element.

Note that if the partner name does not exist or if more than one partner has the same name, then the lead is created, but the RecommendedPartnerName element is ignored.

Lead Management Number of Recommended Partners/Users for Popup

This business rule determines how the auto-assign feature of C3 Leads behaves. When you select one or more leads to auto-assign, you can be prompted to control how the Comergent eBusiness System works as follows:

Lead Management Recommended Partner Search Attributes

This business rule determines which attributes are used to auto-assign leads. You can select any or all of the attributes:

Marketing

Automatic Promotion Display

This rule determines whether promotions are displayed automatically when a user views a cart for which promotions are relevant. If you set this to true, then promotions are displayed in a pop-up window that is displayed without any action by the user.

Orders

Anonymous Users

Use this business rule to control whether or not you want to allow people to browse your product catalog anonymously: that is, without identifying themselves by logging in.

Write Order Line Item History to the Database

Use this business rule to control whether changes to orders are logged to the Knowledgebase.

Enable Quotes

Use this rule to enable or disable support for quotes. If you set this rule to false, then end-users cannot save a cart as a quote.
Attention:
If you disable support for quotes, then you should check that the Quotes widget has been removed or disabled on the end-user JSP page that displays the widget.

Pricing

Create Product Entitlement Based on Pricelist

This rule is used to specify whether price lists and their assignment to partners are used to automatically specify product entitlements. If you set this rule to "Auto-Create", then whenever a price list is created a corresponding product entitlement is created, and each time the price list is assigned to a partner, then the product entitlement is also assigned.

Cache Currency and Customer Type assignments to a partner

Use this rule to determine whether the currencies and customer types available to partners are cached. If you set this rule to "Yes", then if you change the assignment of price lists to partners in such a way as to change their access to currencies and customer types, then partner users will not see the change take effect until the cache is flushed. The time interval that determines when the cache is flushed is controlled by the Expiry time (minutes) for Currency Customer Type cache business rule.

Cache Price List assignments

Use this rule to determine if the assignment of price lists to a user's partner should always be retrieved when there is a call to the pricing engine, or whether the assignments should be cached for the duration of the user's session. If you set this rule to "Yes", then if a new price list is assigned to a partner while a partner user is logged in, then they will not see the prices from the new list.

Pricing Engine Type

This rule controls whether the Comergent eBusiness System uses the C3 Pricing engine to retrieve prices or not. If you set this rule to Entitlement Only, then prices must be supplied by an external pricing engine and the Comergent eBusiness System price lists are used only to determine which users can see which products. See the Comergent eBusiness System Implementation Guide for more information.

Product Manager

Suppress Empty Categories

A product category is empty if there are no products in it or in any of its child categories. This rule controls whether empty categories are displayed to end-users as they navigate the product catalog. If you select "suppress empty categories", then make sure that you update the product category tree. See To Suppress Display of Empty Product Categories.

Quotes

Use Configuration Prices for Service Products?

This rule determines whether configurable service product line items retain prices specified in the configuration session once the configured product has been put in the cart.

Merge Line Items in Cart?

This rule controls whether line items are in carts are merged if they have the same product ID. For example, if a user has the product ID MXWS-7500 in their cart with quantity 10, and if they add another MXWS-7500 item to their cart, then one of two things can happen:

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