Learn about Products, Price Books and Discounts

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This article is for Salesforce admins and implementation consultants who need to understand how base pricing, product availability, and discounts work together in OrderCentral.

OrderCentral uses Salesforce products and price books to determine which products a buyer can order and which base prices apply. Discounts then adjust the price that the buyer sees in the storefront or shopping cart.

How base pricing works

The following records are central to pricing setup:

ObjectFieldWhy it matters
AccountPricebookdetermines which prices the buyer can use
ProductIsActiveonly active products can be sold
PricebookEntryIsActiveonly active prices are available to the buyer
PricebookEntryCurrencyIsoCodethe price must match the buyer currency
UserCurrencyIsoCodehelps determine whether a matching price is available

Web Products are the storefront records that the buyer sees. A Web Product can only be shown when the related Salesforce product has an active price in the buyer's price book and currency.

How discounts fit into the pricing model

Price books determine the starting price.

Discounts determine whether the buyer should pay less than that starting price.

In practice, this means:

  • the price book decides whether the product is eligible to be sold to the buyer

  • the base price comes from the matching active price book entry

  • partner and product discounts can reduce the buyer-facing price automatically

  • loyalty point redemption can reduce the cart total after the buyer adds items to the cart

What buyers see in the storefront

When a discount applies, OrderCentral can show the discounted price together with the original price and savings context.

The displayed discount percentage is intended to reflect the actual difference between the before-discount price and the after-discount price.

This helps buyers understand:

  • what the original price was

  • what they will pay now

  • how much the discount changed the price

That behavior also applies to low-value prices. If a product priced below one currency unit receives a real discount, the buyer-facing percentage should still reflect the actual price difference instead of defaulting to 0%.

Loyalty and product pricing are not the same thing

Loyalty point redemption is not a replacement for price books or product discounts.

Use loyalty point discounts when the business wants buyers to redeem a stored balance against the cart total.

Use standard discounts when the business wants the product price itself to change automatically.

This distinction helps avoid a common misconception: a loyalty redemption changes the order total, while price books and product discounts define how product prices are calculated and displayed.

Choose the next article

Use these articles for the next step in your setup:

  • Apply Discounts based on partner status to configure account-specific discounts

  • Get familiar with different Discount Types to choose the right pricing behavior

  • Configure loyalty point discounts when buyers should redeem a loyalty balance from the standard cart