Modify the conditions of a combination pricing rule that is based on the items

A pricing organization user can modify the conditions of a combination pricing rule based on items to suit a selection of needs. For example, can might modify inclusion conditions or the absolute discount to satisfy a customer request.

About this task

To modify the conditions of a combination pricing rule that is based on the items, complete the following steps:

Procedure

  1. Navigate to the Pricing Rule Summary screen. To navigate to the Pricing Rule Summary screen, perform the following steps:
    1. Log in to 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 Pricing Rule in the Pricing dashlet. The Pricing Rule Search screen is displayed.
    4. Enter the search criteria, and then 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 pricing rules matching the search criteria are displayed. Click the Rule ID hyperlink or double-click the row corresponding to the pricing rule. The Pricing Rule Summary screen is displayed.
      Note: If there is only one pricing rule matching the search criteria, the details of the corresponding pricing rule are automatically displayed.
  2. Modify the information in the Conditions tab, as required.
    Table 1. The following table describes the fields in the conditions tab of the summary screen:
    Field Header
    Apply to order that meets the following criteria Perform the following steps:
    1. Select one of the following Order Currency:* options.
      • From the Order Currency:* list, select the currency that is used in the order, for example, Euro.
      • Select the Any Currency option if the currency used in the order can be any currency. This option is not displayed if there is only one currency that is defined for the pricing organization.
        Note: If you select the Any Currency option, you can use the pricing rule to apply only a percentage discount or a percentage surcharge, and not an absolute discount or an absolute surcharge on the price applied to the order.
    2. Select one the payment types that are available for the selected enterprise from the Payment Type menu. This field enables the user to create rules, which are triggered based on the payment type that is used for purchase. For example, to promote sales, a store might want to give extra discount on purchases if the payments are done only through the Credit Card. In such scenarios the users have the flexibility to use a particular type of payment method.
    3. Select one of the following options:
      • At least one of the items in the list below must be present on the order: One of the conditions under which the pricing rule is applied is that the order must contain at least one of the items.
      • All the items in the list below must be present on the order: One of the conditions under which the pricing rule is applied is that the order must contain all the items.
    4. Perform the following steps to add items to the combination pricing rule in the Inclusion Conditions panel:
      1. Click Add Item.
      2. Click Add to add items to the items list.
      3. The Item Search dialog box is displayed. Search for the item with the basic search or the advanced search option.
      4. Click Save.

      To remove an item, select the item that you want to remove and click Remove.

      If you add more than 15 items to the Items list, an Enlarge link is displayed. Use the Enlarge link to get an expanded view of the list of items. The list of items is displayed in a new window.

      For example, you can create a pricing rule with 10% discount items A, B, C.

    5. Perform the following steps to specify the price types for the corresponding pricing rule:
      1. Select the Specify price types checkbox.
      2. Click Add.
      3. The Price Type Search dialog box is displayed. Search for the price type using the basic search.
      4. Select the price types for the pricing rule, and click Select.
      To remove a price type, select the price type that you want to remove and click Remove.
    Adjustment Criteria Perform the following steps:
    1. Select Specify qualifying amount check box, if you want to specify a minimum amount qualifier to trigger pricing rule.
    2. In the Qualifier Amount box, enter the minimum amount qualifier to trigger pricing rule.
    3. From the Qualifier Type menu, select the qualifier type to trigger the pricing rule.
    4. Select one of the following Adjustment Type* options:
      • Absolute discount: Select this option to apply an absolute discount on the item if the specified conditions are met. This option is disabled, if the currency used for the price of the items in the order can be any currency.
      • Absolute surcharge: Select this option to apply an absolute surcharge on the item if the specified conditions are met. This option is disabled, if the currency used for the price of the items in the order can be any currency.
      • Fixed Price: Select this option to apply a fixed price on the item if the specified conditions are met.
      • Percentage discount: Select this option to apply a percentage discount on the item if the specified conditions are met.
      • Percentage surcharge: Select this option to apply a percentage surcharge on the item if the specified conditions are met.
    5. Based on selection that is made in the Adjustment Type* menu, the adjustments are populated dynamically.
      1. Enter the Adjustment in:* amount to be either discounted from the price or charged as surcharge. For example, if you enter an absolute discount of $25, the amount of $25 is discounted from the price if the specified conditions are met. This field is populated if Absolute discount or Absolute surcharge is selected in the Adjustment Type:* menu.
      2. Enter the Fixed Price in: * amount. This field is populated if Fixed Price is selected in the Adjustment Type:* menu.
      3. Enter the Adjustment in %: * percentage to be either discounted from the price or charged as surcharge. This field is populated if Percentage discount or Percentage surcharge is selected in the Adjustment Type:* menu.
      4. Enter the Maximum Adjustment in: amount that cannot be exceeded when overriding the amount to be either discounted from the price or charged as surcharge. This field is populated if Percentage discount or Percentage surcharge is selected in the Adjustment Type:* menu.
      Note: The currency that is displayed for the Adjustment in:*, Fixed Price in: * and Maximum Adjustment in:* is populated based on the selection that is made in the Order Currency* field. For example, If you have selected EURO in the Order Currency*, then Maximum Adjustment in ¿: * is displayed.
    6. Select one of the Apply Adjustment to options:
      • Each Combination of Items Above: Select this option to apply the discount or surcharge on each combination of the items that are specified earlier. For example, if you specify that a customer gets a 10% discount on 1 bag of popcorn if the customer orders 2 movies, the customer gets only a 10% discount on one bag of popcorn even if the customer orders 2 movies and purchases 3 bags of popcorn. However, if the customer orders 4 movies, the customer gets a 10% discount on two bags of popcorn.

        When you select the Each Combination of Items Above option, the Discountable Quantity per Combination* text box is displayed. You can enter the number of items to be discounted for each combination in the text box. By default, the value displayed in the text box is 1.

        For example, if you want to set up promotion for 1 movie and want to avail 20% discount on two bags of popcorn, you must specify 2 in the Discountable Quantity per Combination text box and provide 20% discount for each combination.

      • Same/Low Priced Item for each of the combination: Select this option to apply the discount or surcharge on same or low price item for each combination of the items.

        When you select the Same/Low Priced Item for each of the combination option, the Discountable Quantity per Combination* text box is displayed. You can enter the number of items to be discounted for each combination in the text box. By default, the value displayed in the text box is 1.

        For example, if you want to set up promotion for 1 speaker and to avail 20% discount on one headphone of same or less price than speaker, you must specify 1 in the Discountable Quantity per Combination text box and provide 20% discount for each combination.

      • Single Occurrence of Highest Priced Item: Select this option to apply the discount or surcharge on a single unit of the highest priced item.
      • Single Occurrence of Lowest Priced Item: Select this option to apply the discount or surcharge on a single unit of the lowest priced item.
      • Single Occurrence of Each Qualifying Item: Select this option to apply the discount or surcharge on a single unit of the item you specified.
      • All Occurrences of Each Qualifying Item: Select this option to apply the discount or surcharge on all the units of the items specified.
      • Specific Occurrences of Each Qualifying Item: Select this option if you want the pricing rule adjustment to be applied on each of the item in the order.
        Note: If you select Specific Occurrences of Each Qualifying Item from the Apply Adjustments to section, Number of Occurrences text box is displayed. Enter the number of occurrences you want the pricing rule adjustment to be applied on each of the item in the order.
    Note: For fixed price rules, the Discount charge details are captured from Sterling Business Center. If there is a scenario in which the pricing rule results in an increase in amount, then the appropriate charge category must be associated by using the managePricingRule API.
    Apply adjustments to following items
    1. From the Inclusion Conditions panel, you can include items, categories, or attributes for the applicable pricing rule.
      Perform the following steps to include items to the pricing rule:
      1. Click Add Item to add items to the items list.
      2. Click Add.
      3. The Item Search dialog box is displayed. Search for the item with the basic search or the advanced search option.
      4. Select the item and click Save.
      Perform the following steps to include item categories to the pricing rule:
      1. Click Add Category.
      2. Click the Search icon to search for the category. The Category dialog box is displayed.
      3. Select the category and click Select.
      Perform the following steps to include item attribute groups to the pricing rule:
      1. Click Add Attribute Group.
      2. Click Add Attribute.
      3. Click the Search icon to search for the attribute. The Select Attribute dialog box is displayed.
      4. Select the attribute for the Pricing Rule, specify the value for the selected attribute and click Select
        • To add a Attribute Group, click Add Attribute Group.
        • To add an attribute, click Add Attribute.
        • To remove an attribute from the criteria, click the Remove icon corresponding to the attribute you want to remove.
          Note: Attributes present in Attribute Group panel are grouped into distinct attribute groups.
    2. From the Exclusion Conditions panel, you can exclude items, categories, or attribute groups from the applicable pricing rule. For example, you can create a pricing rule with 10% discount on orders that contain items, which belong to the category television, and items not having the attribute that is specified as Aspect Ratio: 16:9.
      Perform the following steps to exclude items from the pricing rule:
      1. Click Add Item to add items to the items list.
      2. Click Add.
      3. The Item Search dialog box is displayed. Search for the item with the basic search or the advanced search option.
      4. Select the item and click Save.
      For example, if you select Plasma Television and Advanced Universal remote from the Item Search dialog box, the items is excluded from the pricing rule during applying adjustments.

      To remove an item, select the item that you want to remove and click Remove.

      If you add more than 15 items to the Items list, an Enlarge link is displayed. Use the Enlarge link to get an expanded view of the list of items. The list of items is displayed in a new window.

      Perform the following steps to exclude item categories from the pricing rule:
      1. Click Add Category.
      2. Click the Search icon to search for the category. The Category dialog box is displayed.
      3. Select the category and click Select.
      For example, if you select the category as Audio and Video>Television, from the Category dialog box, all the items which belong to the Television category is excluded from the pricing rule during adjustments.

      To remove a category from the exclusion condition, click the Remove icon corresponding to the category you want to remove.

      Perform the following steps to exclude item attribute groups from the pricing rule:
      1. Click Add Attribute Group.
      2. Click Add Attribute.
      3. Click the Search icon to search for the attribute. The Select Attribute dialog box is displayed.
      4. Select the attribute for the Pricing Rule, specify the value for the selected attribute and click Select
        • To add a Attribute Group, click Add Attribute Group.
        • To add an attribute, click Add Attribute.
        • To remove an attribute from the criteria, click the Remove icon corresponding to the attribute you want to remove.
        • To remove an attribute group click the Remove icon corresponding to the attribute group you want to remove.
          Note: Attributes present in Attribute Group panel are grouped into distinct attribute groups.
      For example, if you select the Attribute, Display Specifications> Aspect Ratios from the Select Attribute dialog box, and select the value for Aspect Ratio 16:9 all the items, which are specified as Aspect Ratio 16:9, is excluded from the pricing rule during adjustments.
    3. Perform the following steps to specify the price types for the corresponding pricing rule:
      1. Select the Specify price types checkbox.
      2. Click Add.
      3. The Price Type Search dialog box is displayed. Search for the price type using the basic search.
      4. Select the price types for the pricing rule, and click Select.
      To remove a price type, select the price type that you want to remove and click Remove.
    Analytics The charge name is used to track the amount of discount or surcharge that is applied to the order.
    Perform the following steps:
    1. If at least one of the conditions applies discount to the order, then select the appropriate charge name from the Discount Charge Name list.
    2. If at least one of the conditions applies surcharge to the order, then select the appropriate charge name from the Surcharge Charge Name list.
    Note: When you add charges to orders, you typically use charge categories; however, if you are adding negative charges to orders, use discount charge categories.
  3. Click Save.
    Note: * indicates that the field is mandatory.