Modify the conditions of an item quantity manual pricing rule based on the items

A pricing organization user can modify the conditions under which a an item quantity manual pricing rule based on items is applicable.

About this task

To modify the conditions of an item quantity manual pricing rule that is based on the items, complete the following steps:

Procedure

  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 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. 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 that is 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 seller 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. Perform the following steps to add items to the manual 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.

    4. Perform the following steps to specify the price types for the corresponding manual 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.

    Set up qualifying condition for adjustment Perform the following steps:
    1. Select Specify qualifying amount check box, if you want to specify a minimum amount qualifier to trigger manual pricing rule.
    2. From the Qualifier Type:* menu, select the qualifier type to trigger the manual pricing rule.
    3. In the Qualifier Amount:* box, enter the minimum amount qualifier to trigger manual pricing rule.
    Adjustment Criteria Perform the following steps:
    1. Enter the minimum Item Quantity :* of the item that the order must contain for the manual pricing rule to apply. For example, if you enter 200, one of the conditions under which the pricing rule is applied is that the quantity of the items with the specified attributes or Item IDs in the order must be greater than 200.
    2. 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.
      • Percentage discount: Select this option to apply a percentage discount on the item if the specified conditions are met.
      • 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.
      • Percentage surcharge: Select this option to apply a percentage surcharge on the item if the specified conditions are met.
    3. Based on selection that is made in the Adjustment Type* menu, the adjustments are populated dynamically.
      1. Enter the Default Adjustment in: amount that is either discounted from the price or charged as surcharge. The default amount can be overridden in the application, but this amount cannot exceed the maximum amount configured.
        Note:
        • You must enter either Maximum Adjustment in $ or Default Adjustment in $ amount for a manual pricing rule. This field is populated if Absolute discount or Absolute surcharge is selected in the Adjustment Type* menu.
        • The currency that is displayed for the Default 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 Default Adjustment in ¿: * is displayed.
      2. Enter the Adjustment in % percentage that is 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.
      3. 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.
        Note:
        • If this field is left blank, the amount to be either discounted from the price or charged as surcharge in the application can be overridden to any value.
        • The value in this field must not be less than the default pricing adjustment value.
        • The currency that is displayed for the 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.
      Note: You must enter either Maximum Adjustment or Default Adjustment amount for a manual pricing rule.

      To add a condition to manual pricing rule, click Add Condition. A new row for specifying the condition is displayed. Enter the appropriate information and continue defining the conditions and effects.

      To delete a condition for a manual pricing rule, under the Conditions tab of the Manual Pricing Rule Summary screen, click the Delete icon corresponding to the condition you want to delete. The condition is no longer displayed.

      Note: The Delete icon is displayed only if there is more than a condition defined.
    4. Select Apply adjustment only to values above the qualifying quantity, if you want the manual pricing rule adjustment to be applied only on the remainder of the item quantity. This condition indicates that the adjustment must be applied only to the remainder of the transaction.
    Apply Adjustments to Perform the following steps:
    1. Select one of the Apply Adjustments to options:
      • All occurrences of Each Qualifying Item: Select this option if you want the manual pricing rule adjustment to be applied on the entire order.
        Note: By default, All occurrences of Each Qualifying Item is selected as the adjustment criteria.
      • Specific Occurrences of Each Qualifying Item: Select this option if you want the manual pricing rule adjustment to be applied on each of the qualifying item.
        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 manual pricing rule adjustment to be applied on each of the qualifying item.
    2. Perform the following steps to specify the price types for the corresponding manual 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:
    • If at least one of the conditions applies discount to the order, then select the appropriate charge name from the Discount 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.