Modify the conditions of an order total manual pricing rule based on the item category

A pricing organization user can modify the conditions under which an order total manual pricing rule based on category is applicable.

About this task

To modify the conditions of an order total manual pricing rule that is based on the item category, 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. Enter the appropriate Order Total:*. For example, if you enter 1000, one of the conditions under which the coupon is applied is that the order total of the order must be greater than $1,000 if USD is the currency you specified.
    2. Select one of the following from theAdjustment Type:*menu:
      • 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 or Default Adjustment 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 in $ or Default Adjustment in $ 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 amount, if you want the manual pricing rule adjustment to be applied only on the remainder of the order total. This condition indicates that the adjustment must be applied only to the remainder of the transaction. For example, you can create a manual pricing rule as follows: “Spend $100 and get 20% off on the remainder of the transaction". In such scenarios, adjustments are applied only to the remainder of the transaction. If in case, a customer spends 150$, 20% discount is applied only on 50$.

      To add a condition to an order total 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 an order total 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.

    5. 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.

    Apply Adjustments to
    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 manual 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 Typemenu. 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 categories to the order total manual pricing rule in the Inclusion Conditions panel:
      1. Click Add Category.
      2. Click the Search icon to search for the category. The Category dialog box is displayed.
      3. Select the category or the subcategories and click Select.
      4. In the Enter Quantity box, enter the appropriate quantity of the item.

      For example, if you select the category as Audio and Video>Television, from the Category dialog box, you can create an order with 10% discount on the items that belongs to category television.

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

    4. Select Set up advanced criteria check box, if you want to associate attribute groups to the manual pricing rule for the selected categories:
      Note:
      • By default, Set up advanced criteria check box is not selected.
      • If you select Set up advanced criteria check box, Add Attribute Group link is displayed which is used to set up the advanced criteria for the pricing rule trigger options.
      • By default, only one Add Attribute Group link is displayed on selecting Set up advanced criteria check box.
      In the Attributes section, complete the following steps:
      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 more attributes to the Attribute Group panel, click Add Attribute.
        • To add an Attribute Group, click Add Attribute Group.
        • 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, you can create 10% discount on orders that contains items that belong to the category “Television" and attribute groups that belong to "Aspect Ratio: 16:9" and "Brand: Omega" OR Aspect Ratio: 16:9 and Brand: Alpha.
    5. From the Exclusion Conditions panel, you can exclude items, categories, or attributes from the applicable manual pricing rule. For example, you can create a manual pricing rule with 10% discount on all orders that contains items that belong to the category television and items not having the attribute that is specified as Aspect Ratio: 16:9. In this scenario, you must create a manual pricing rule that must exclude all the items with the attribute that are specified as Aspect Ratio16:9.
      Perform the following steps to exclude items from the manual 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 manual pricing rule during 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 manual 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 that belong to the Television category is excluded from the manual 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 manual pricing rule:
      1. Click Add Attribute.
      2. Click the Search icon to search for the attribute. The Select Attribute dialog box is displayed.
      3. Select the attribute for the Pricing Rule, specify the value for the selected attribute and click Select
        • To add an 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 a Display Specifications Aspect Ratio> 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 manual pricing rule during adjustments.
    6. Select one of the following options:
      • All Occurrences of Each Qualifying Item: Select this option to apply the discount or surcharge on all the units of the items specified.
        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 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.
    7. 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.
    • 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.