How to Set Order Line Prices using Rules [Guide]

This guide explains how to use the Set Line Price action in the Order Rules engine. This action is available for both Sales Order Rules and Purchase Order Rules. It allows you to conditionally control which price is used for order lines before they are sent to a Fulfillment Channel.

This capability is commonly used to meet customs and commercial invoice requirements, such as applying a specific catalog price for international shipments instead of the price from the Sales Channel.

This guide is structured as follows: 

1. Getting started
2. Building your rule
   1. Example: Apply techOMS Catalog Price for all non-UK Shopify Orders
3. Completing the Setup
   1. Save the Rule
   2. Verify the Result
   3. Configure Fulfillment Channel Reference Mapping

I. GETTING STARTED

NOTE: Before you begin, please ensure you are familiar with How to Create Sales/Purchase Order Rules [Step-by-step guide].

Screenshots are used for illustrative purposes as examples.

To get started:

1. Create a new Order Rule and select the desired Trigger.

This ensures that your workflow will be activated each time the trigger condition is met.

2. Edit the newly created rule.

Continue configuring the rule by adding additional actions and conditions that best suit your use case.

II. BUILDING YOUR RULE

Build your rule logic by adding conditions and actions and, when best suits your case, add the Set Line Price action to your decision tree. This enables you to define which price value will be used for an order line by setting its corresponding techOMSSetLinePrice line reference.

For more information on this and other available actions and conditions, see Rules Conditions and Actions Guide [Information].

i. Example: Apply techOMS Catalog Price for all non-UK Shopify Orders

As an example, if you want all Shopify orders shipped to countries outside the UK to use the Product Variant prices stored in techOMS at the line level, you can configure the following Sales Order Rule: 

1. Add a Condition.

This Condition step will match only those orders that were received through the Shopify Sales Channel and need to be shipped outside the UK.

2. Add a Set Line Price action.

For each line within the filtered orders, this action sets the techOMSSetLinePrice reference value with the corresponding Product Variant price stored in techOMS.

III. COMPLETING THE SETUP

i. Save the rule

1. Check Enabled, if you would like to try it.

2. Set the desired priority.

3. Press Save.

ii. Verify the Result

You can retrieve each set techOMSSetLinePrice line reference value by querying the API as detailed in Getting started using techOMS API [Information].

NOTE: Displaying line reference values in the UI is not currently supported.

iii. Configure Fulfillment Channel Reference Mapping

To ensure the line price set by this action is automatically sent to Fulfillment Channels, you must map the techOMSSetLinePrice reference.

WARNING: This step is required because the Set Line Price action only creates the internal reference. It does not send the price unless the reference is mapped.

To map the reference, go to each Fulfillment Channel and open the Reference Mappings tab. Depending on your configured rule, add the following mapping to your Sales Order Line References and/or Purchase Order Line References: 

• Code: techOMSSetLinePrice
• Property: Select the corresponding line price field for your Fulfillment Channel.

NOTE: For detailed instructions, see: How to map References in a Fulfillment Channel [Step-by-step guide].