Modify pricing rule details

An enterprise user or a pricing organization user can modify a selection of details that pertain to a pricing rule, including date range, status, and conditions and effects.

About this task

A pricing organization user can modify the description of a pricing rule, the date range within which a pricing rule is effective, the status of a pricing rule, the conditions under which the pricing rule will become applicable, and the effects of the pricing rule if those conditions are met. An enterprise user can modify only the assignment of a pricing rule to customers. If the pricing organization is an enterprise, the user can modify all the information pertaining to a pricing rule, including the assignment of the pricing rule to customers, and modifying the conditions and effects.

To modify the details of a pricing rule:

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 appropriate fields depending on whether you are an enterprise user or a pricing organization user.

    As a pricing organization user, you can modify the following fields:

    • Pricing Rule Description*: Modify the description of the pricing rule, as appropriate.
    • Effective Start Date*: Modify the start date and start time of the pricing rule by clicking the corresponding Calendar icon and selecting the time from the drop-down list. The start date and start time indicate the date and time from which the pricing rule becomes effective.
    • Effective End Date*: Modify the end date and end time of the pricing rule by clicking the corresponding Calendar icon and selecting the time from the drop-down list. The end date and end time indicate the date and time until which the pricing rule is effective.
    • Apply even if the item price has been manually overridden: Select or clear this check box depending on whether or not you want to apply the pricing rule even after the item's price has been manually overridden.
      Note: This check box is displayed only if the pricing rule is a combination, item quantity, or shipping surcharge pricing rule.
    • Distribute Adjustments among all the eligible lines: Select or clear this check box depending on whether or not you want to apply the pricing rule at the order line level and not the order level.
      Note: This check box is displayed only if the pricing rule is an order total or ship order total pricing rule.

      As a pricing organization user, you can perform the following tasks:

    • Modify the Status of a Pricing Rule
    • Modify the Conditions a Pricing Rule Based on the Combination of Items Ordered
    • Modify the Conditions of a Pricing Rule Based on Item Quantity
    • Modify the Conditions of a Pricing Rule Based on the Order Total
    • Modify the Conditions of a Pricing Rule Based on the Ship Order Total
    • Modify the Conditions of a Pricing Rule Based on Shipping Surcharge
    • Modify the Properties of a Pricing Rule Based on the Combination of Items Ordered
    • Modify the Properties of a Pricing Rule Based on Item Quantity
    • Modify the Properties of a Pricing Rule Based on the Order Total
    • Modify the Properties of a Pricing Rule Based on the Ship Order Total
    • Modify the Properties of a Pricing Rule Based on Shipping Surcharge
    • Modify the Schedule of a Pricing Rule Based on the Combination of Items Ordered
    • Modify the Schedule of a Pricing Rule Based on Item Quantity
    • Modify the Schedule of a Pricing Rule Based on the Order Total
    • Modify the Schedule of a Pricing Rule Based on the Ship Order Total
    • Modify the Schedule of a Pricing Rule Based on Shipping Surcharge
    • Assign a Pricing Rule to Sellers
    • Copy a Pricing Rule
    • Delete a Pricing Rule
    As an enterprise user, you can perform the following task:
    • Assign a Pricing Rule to Customers
    Note: If the context organization is an enterprise organization, then the search result may retrieve the pricing rules that are created across organizations. However, based on the organization you have logged in, you will be able to modify the details of the pricing rule. As an administrator, you can modify the details of only pricing rules that belongs to the context organization. For example, if you have created a pricing rule called "Buy 3 get, 4 Free", for an organization called "Matrix Business" and the context organization is "Matrix Retail", then except for seller and customer assignments you will not be able to modify any other details of the price rule.