This article is for Salesforce admins and implementation consultants who need to configure account-specific discounts for buyers in OrderCentral.
Partner discounts let you apply pricing rules for a specific account or group of buyers. Use them for negotiated discounts on products, product groups, product families, or product lines. Use the same partner discount model for loyalty point discounts when buyers should redeem a stored balance from the shopping cart.
Before you start
Before you create partner discounts, confirm these prerequisites:
the buyer account is already linked to the correct storefront and price book setup
the Account page layout includes the Partner Discounts related list
the admin user can create and edit Webshop Partner Discount records
you know whether the discount should be applied automatically to qualifying products or redeemed by the buyer from the cart
Define partner discounts
Use these steps to create a standard partner discount:
From the App Launcher, open Account.
Open the account for the buyer or partner that should receive the discount.
Open the Related tab.
In Partner Discounts, click New.
Select the correct discount record type for the pricing scenario you want to support.
Enter the validity dates, approval status, and product scope for the discount.
Save the record.
Use this approach for account-specific discounts that should be applied automatically when qualifying products are added to the cart.
Add loyalty point discounts
Loyalty point discounts are configured as a partner discount pattern, but they behave differently from a standard product discount.
Instead of reducing a product price automatically in the background, a loyalty point discount gives the buyer a redeem action in the standard shopping cart. The buyer chooses how much of the available balance to redeem, and OrderCentral applies that amount as a cart-level discount.
Use these steps to add a loyalty point discount:
Open the buyer's Account record.
Open the Related tab.
In Partner Discounts, click New.
Select the Loyalty Points record type.
Enter the active date range for the loyalty balance.
Set the status to Approved.
Enter the available balance that the buyer can redeem.
Save the record.
For a full field-by-field setup guide, see Configure loyalty point discounts.
Choose the right discount pattern
| Discount pattern | Best used when | How the buyer experiences it |
|---|---|---|
| Standard partner discount | you want a negotiated discount to apply automatically to qualifying products or product groups | the discounted product price is shown automatically when the buyer qualifies |
| Loyalty point discount | you want the buyer to decide whether to spend a stored loyalty balance on the current cart | the buyer redeems all or part of the balance from the shopping cart |
How loyalty differs from product discounts
Use loyalty point discounts when the business wants a cart-level redemption flow.
Use standard product or partner discounts when the business wants the product price itself to be reduced automatically.
This distinction is important because loyalty redemption does not replace the discount types used for product pricing. It adds a buyer-controlled discount on top of the cart experience.
Check the buyer experience
After saving a partner discount, test the storefront with a buyer on the intended account.
For standard partner discounts, confirm that qualifying product prices reflect the discount automatically.
For loyalty point discounts, confirm that:
the shopping cart shows a redeem action for the available loyalty balance
the buyer can redeem part of the balance instead of the full amount
the cart totals update immediately after redemption
the redeemed amount remains visible through checkout and order totals
When the Partner Discount related list is not visible you can add it to the account page layout