Use Case: A Rule to Apply a Discount

Create the Rule

1. In the Rules tab, click New and add the following rule:
   • Name: Introductory Special
   • Active: Select the field.
2. Define a condition that checks if a quote is for a new subscription.
   1. In the CONDITION section, click Add Criteria....
   2. In the Attribute Type field, select Object Field Value.
   3. In the Object Field, click -Select Field-.
   4. In the Quote Field field, click -Select Field- and select Subscription Type. Click Select.
   5. In the Attribute Type field, click and select Static Value.
   6. In the Value field, type New Subscription.
3. Define the action that applies 10% discount to a charge.
   1. In the ACTIONS section, click Add Action....
   2. In the Action Type field, click and select Update Product.
   3. In the Object field, click and select Charge.
   4. In the Field field, click -Select Field-, and select Discount.
   5. In the New Value Type field, click and select Static Value.
   6. In the Value field, type 10.
   7. In the Message field, type "Discount applied."
4. Click Save.