Assign a manual pricing rule to customers

After a manual pricing rule is created, an enterprise user can assign the manual pricing rule to customers of the corresponding enterprise. When a manual pricing rule is assigned to a customer, this manual pricing rule will be used to adjust the prices applied to quotes pertaining to that customer.

1. Navigate to the Manual Pricing Rule Summary screen. To navigate to the Manual Pricing Rule Summary screen, perform the following steps:
   1. Log in to IBM® Sterling Business Center as Pricing Administrator.
   2. The application home page is displayed. Click the Pricing tab.
   3. From the Pricing home page, click Find Manual Pricing Rule in the Pricing dashlet.
   4. The Manual Pricing Rule Search screen is displayed. Enter the search criteria and click Search to perform a basic search. Alternatively, click Advanced Search, enter the search criteria, and click Search to perform an advanced search.
   5. The manual pricing rules matching the search criteria are displayed. Click the Rule ID hyperlink or double-click the row corresponding to the manual pricing rule. The Manual Pricing Rule Summary screen is displayed.
      Note: If only one manual pricing rule matches the search criteria, the details of the corresponding manual pricing rule are automatically displayed.
2. Under the Assign To Customers tab, the following tabs are displayed:
   • Generic Assignments
   • Customer Profile Assignments
   • Specific Assignments
3. In the Generic Assignments tab, specify the generic assignments for the manual pricing rule by selecting one or more of the following options:
   • This manual pricing rule is not assigned to any customer: Select this option to assign the manual pricing rule to customers at a later point of time. If you select this option, the manual pricing rule cannot be used to adjust the quote price.
   • This manual pricing rule is applicable to all customers: Select this option to assign the manual pricing rule to all customers.
   • This manual pricing rule is applicable to the following customers: Select this option to assign the manual pricing rule to different types of customers such as anonymous users, all consumer customers, and all business customers. Select the appropriate check box.

     The following table describes the check boxes under the This manual pricing rule is applicable to the following customers option:

     Check Box

     Description

     Anonymous users

     Select this to assign the manual pricing rule to all anonymous users. An anonymous user is a user who can add items to the cart without logging in to the Web channel application. If you select this check box, the manual pricing rule will be used to adjust the prices applied to quotes pertaining to all the anonymous users.

     All consumer customers

     Select this to assign the manual pricing rule to all the consumer customers of the corresponding enterprise. If you select this check box, the manual pricing rule will be used to adjust the prices applied to quotes pertaining to all the consumer customers.

     All business customers

     Select this to assign the manual pricing rule to all the business customers of the corresponding enterprise. If you select this check box, the manual pricing rule will be used to adjust the prices applied to quotes pertaining to all the business customers.

     Notes:

   • If you select both the All consumer customers check box and the All business customers check box, the Customer Profile Assignments tab and the Specific Assignments tab are disabled. This is because the manual pricing rule will be applicable to all consumer and business customers and you do not need to specify any customer attribute criteria using the Customer Profile Assignments tab or add specific business customers using the Specific Assignments tab.
   • Similarly, if you select the All business customers check box without selecting the All consumer customers check box, only the Specific Assignments tab is disabled.
4. Under the Customer Profile Assignments tab, specify the criteria based on customer attributes such as Vertical, Relationship Type, Membership Level, and Region. The manual pricing rule will be applicable to any customer who fulfills any of the criteria defined under this tab. For example, you can create a manual pricing rule that will be applicable only to customers from the Education vertical market and who are resellers. Click Add to add a customer attribute criteria. The Customer Rule dialog box is displayed. Add one or multiple criteria, as required:
   • From the Vertical drop-down list, select the customer's vertical market, for example, Education, Government, and so on.
   • From the Relationship Type drop-down list, select the relationship type of the customer, for example, Reseller, Retailer, Distributor, and so on. The relationship type indicates the type of relationship the customer has with the enterprise.
   • From the Membership Level drop-down list, select the customer's membership level, for example, Gold, Silver, Platinum, and so on.
   • Click the Search icon adjacent the Region box. The Regions dialog box is displayed. Select the appropriate region.
   • Click Save.
     Note: It is mandatory that you select at least one criteria.
5. Under the Specific Assignments tab, add the ID and name of the business customers to whom you want to assign the manual pricing rule. The manual pricing rule will be applicable to all the customers defined under this tab. To add a customer, perform the following tasks:
   1. Click Add.
   2. The Customer Search dialog box is displayed. Enter the appropriate search criteria and click Search.
   3. The ID and name of the customers matching the search criteria are displayed in the Customer List panel. Select the check boxes corresponding to the customers you want to add and click Select.
6. Click Save.
   Note: The manual pricing rule is assigned to customers who meet any of the criteria defined under the Generic Assignments, Customer Profile Assignments, and Specific Assignments tabs.