B Appendix: Pricing Rules

The following are assumptions about the behavior of Oracle Retail Price Management with regard to pricing rules:

• Oracle Retail Price Management supports promotions that are against regular retails, clearance retails, or both.

• Oracle Retail Price Management allows for overlapping promotions where multiple discounts can apply. Oracle Retail Price Management provides a system option Simple Promotion Overlap Rule. The values for the new option will be Compounding or Non-compounding Best Deal. Oracle Retail Price Management should be configured through the System Options to calculate promotional retail using the "Non-Compounding, Best Deal" option when integrating with the POS Suite. This does not account for the use of Price Guides with RPM, but will ensure consistent application of promotion discounts between the two systems. This option applies to simple promotions; it does not change the behavior for complex promotions.

• Oracle Retail Price Management does not have item attributes that define if an item is eligible for discounts or markdowns.

Figure B-1 Oracle Retail Price Management to POS Suite Pricing Map

* Includes Simple Promotion Type only

** Includes: Threshold Promotions, Multi-buy (Buy/Get) Promotions and Transaction Promotions

The following are Oracle Retail Price Management definitions related to pricing rules:

• Regular Price Change – Permanent change in the retail selling price for an item. Begins on the effective date, but does not define an expiration date. The new price is explicitly defined, not defined in terms of amount or percent off.

• Clearance Price Change – Change in the retail selling price for an item for the purposes of inventory clearance. Begins on the effective date, and ends on the reset date if entered in the system. Reset date is optional. The new price is explicitly defined, not defined in terms of amount or percent off.

• Promotion Price Change – Definition of pricing rules to enable a retail, promotional or temporary, price. There are three available options:

  • Simple – get Z% off X

  • Threshold – buy N of X get Z% off X

  • Multi-Buy – buy N of X get Y at Z% off

The following are POS Suite definitions related to pricing rules:

• Price Change – Permanent change in the retail selling price. Begins on the effective date, but does not define an expiration date. The new price is explicitly defined, not defined in terms of amount or percent off.

• Price Promotion – Temporary change in the retail selling price. Begins on the effective date and ends on an expiration date. Can be expressed in terms of amount off, percent off, or new price.

• Clearance – Clearance price change in the retail selling price. Begins on the effective date and can be indefinite. Can be expressed in terms of amount off, percent off, or new price. Clearance event can be reset on specified date and time to a new permanent price.

• Discount Rules – Definition of pricing rules to enable a retail promotional, or temporary, price. There are two available options:

  • Group pricing – buy N of X get Z% off X

  • Deal pricing – buy N of X get Y at Z% off

• Threshold – The minimum price allowed for a source or target to be part of a promotion. This is a separate concept from the source quantity, N.

• Limit – The maximum price allowed for a source or target to be part of a promotion.

• Transaction Level Discounts – There are four available options for transaction level discounts:

  • Buy N of X get Z% off the entire purchase

  • Buy N of X get Z$ off the entire purchase

  • Buy $N of X get Z% off the entire purchase

  • Buy $N of X get Z$ off the entire purchase

  The above rules are extended to store level, where X can be all the discountable items in the store.

Multi-Buy

The following are Multi-Buy pricing rules.

Note: The concept of kits is not used by RPM, this promotion type is considered multi-buy - merge grid with multi-buy grid.

Oracle Retail Price Management Multi-Buy Assumptions

• If the reward list or "Y" is a group of items, only one item in the group qualifies for the discount even if the customer purchased multiple items from the reward list or "Y" target group.

• Funding of the promotion applies only to the item in the reward list or "Y" target group that received the discount.

• Oracle Retail Price Management and Oracle Retail Merchandising System do not spread the discount out to items in the reward list or "Y" and the buy list or "X" groups at the time of the sale. The Deal Distribution Indicator is always set to Target (reward list or "Y").

• The buy list or "X" and the reward list or "Y" can be the same items. The Multi-Buy Cycles Indicator and Allow Repeating Sources Indicator are two separate entities:

  • Allow Repeating Sources Indicator - specifies that the same item cannot be used to qualify the buy list (N of X). For example, if you buy two pairs of jeans, and get a sweater for free, the jeans purchased must be different items. Oracle Retail Price Management promotions always have an Allow Repeating Sources Indicator set to Y.

The following is true for Table B-1:

• N = quantity or value

• X = Source items or items in a list

• Y = Target item or item in a list of items

• Z = price or discount

Table B-1 Multi-Buy

Promotion Type	Example	Oracle Retail Price Management Promotion Type	Oracle Retail Price Management Setup	Compatible	Comments
Buy N of X, Get Y at Z% off regular Price.	Buy two pairs of jeans, get a sweater at 50% off.	Multi-Buy	Buy Type = Qty, Reward %off, Buy Value = N	Yes	NA
Buy N of X, Get Y at Z$ off regular Price.	Buy two pairs of jeans, get $10 off of a sweater.	Multi-Buy	Buy Type = Qty, Reward Amount off, Buy Value = N	Yes	NA
Buy N of X, Get Lowest Priced Y at Z% off.	Buy two pairs of jeans and two or more sweaters, get 10% off the lowest-priced sweater.	Multi-Buy	Buy Type = Qty, Reward %off, Buy Value = N	No	Oracle Retail Price Management does not currently support "lowest price" concept, only cheapest free is valid.
Buy $N of X, Get $Y for free.	Buy one pair of jeans at regular price over $45 and get a T-Shirt regular priced at $25 or less for free.	Multi-Buy	Buy Type = Qty, Reward Amount off, Buy Value = N	Yes	NA
Buy N of X, GetY at Z$ .	Buy two pairs of jeans, get a sweater for $20.	Multi-Buy	Buy Type = Qty, Reward Fixed Amount, Buy Value = N	Yes	Oracle Retail Price Management can change the selling UOM when discount is fixed amount.
Buy $N of X, Get Y at Z% off regular Price.	Buy $40 worth of jeans, get a sweater at 50% off.	Multi-Buy	Buy Type = Amount, Reward % Off, Buy Value = N	Yes	NA
Buy $N of X, Get Y at Z$ off regular Price	Buy $40 worth of jeans, get $10 off of a sweater.	Multi-Buy	Buy Type = Amount, Reward Amount Off, Buy Value = N	Yes	NA
Buy $N of X, Get Y at Z$	Buy $40 worth of jeans, get a sweater for $20.	Multi-Buy	Buy Type = Amount, Reward Fixed Price, Buy Value = N	Yes	NA
Buy N of A and N of B, Get Y at Z% off	Buy a cap and a glove, get a scarf 10% off.The buy and reward lists may use a combination of AND and OR conditions.	Multi-Buy	Buy Type = Qty, Reward %off, Buy Value = N	Yes	NA
Buy N of A and N of B, Get Y at $Z off	Buy a cap and a glove, get a scarf $2 off.The buy and reward lists may use a combination of AND and OR conditions.	Multi-Buy	Buy Type = Qty, Reward Amount off, Buy Value = N	Yes	NA
Buy N of A and N of B, Get Y for $Z.	Buy a cap and a glove, get a scarf for $10.00.The buy and reward lists may use a combination of AND and OR conditions.	Multi-Buy	Buy Type = Qty, Reward Fixed Amount, Buy Value = N	Yes	Oracle Retail Price Management can change the selling UOM when discount is fixed amount.
Buy N of X, get the cheapest free	Buy four pair of shoes, get the cheapest pair free.	Multi-Buy	Buy Type = Qty, Reward Cheapest Free, Buy Value = N	Yes	NA
Buy N of A and N of B, get the cheapest free	Buy a shirt and a tie, get the cheapest item free.	Multi-Buy	Buy Type = Qty AND Qty, Reward Cheapest Free, Buy Value = N	Yes	NA
Buy $N of X for Z$ off	Spend $40 or more on P&G items, get $10 off.	Multi-Buy	Buy Type = Amount, Reward = Amount off, No items defined as reward list	Yes	NA
Buy N of X for Z$ off	Buy 1 or more of select fragrances, get $10 off.	Multi-Buy	Buy Type = Quantity, Reward = Amount off, No items defined as reward list	Yes	NA
Buy N of X for Z% off	Buy Rice Krispies, Large Marshmallows and Butter, get 25% off.	Multi-Buy	Buy Type = Quantity, Reward = Percent off, No items defined as reward list	Yes	NA

Threshold

The following are threshold pricing rules.

Threshold Assumptions

In RPM, threshold promotions can be either single tiered or multi-tiered (such as, buy 5 items in a group, get 10% off; buy 12 items in a group, get 20% off, and others). All of the examples in the table below show a single tier, however they all support multiple tiered threshold promotions.

For example, if you buy five pairs of jeans, you get 10% off each item. The discount applies only to the five items if, less then 10 items are purchased. If 10 items are purchased, 10% discount is applied only for 10 items. If 11 items are purchased then, the 10th items get 10% discount and one item (the least priced among all eleven) is sold on a regular price. If 12 items are purchased then, 20% discount is applied on all 12 items.

If the promotion is multi-tiered, once the next threshold is reached (12 items based on example above) the customer receives 20% off each item including any additional items more than 12.

There are two types of threshold promotions used by RPM:

• Threshold Type: Customer qualifies for the discount with any item in a group

• Item Type: Customer must buy 'X' of a particular item to get the discount

The following is true for Table B-2:

• N = quantity or value

• X = Source items or items in a list

• Z = price or discount

Table B-2 Threshold

Promotion Type	Example	Oracle Retail Price Management Promotion Type	Oracle Retail Price Management Setup	Compatible
Buy N of X, get Z% off .	Buy six pairs of jeans, get 10% off each of the jeans .	Threshold	Qualification Type = Threshold Level Threshold Type = Quantity Discount Type = % off	Yes
Buy N of X, Get $Z off.	Buy six pairs of jeans, get $10 off each of the jeans .	Threshold	Qualification Type = Threshold Level Threshold Type = Quantity Discount Type = Amount off	Yes
Buy N of X, Get items for $Z .	Buy two pairs of jeans and get them for $45 each .	Threshold	Qualification Type = Threshold Level Threshold Type = Quantity Discount Type = Fixed Amount	Yes
Buy $N of X, get Z% off.	Buy $100 worth of jeans, get 10% off each pair of jeans.	Threshold	Qualification Type = Threshold Level Threshold Type = Amount Discount Type = % off	Yes
Buy $N of X, Get $Z off.	Buy $100 worth of jeans, get $10 off each pair of jeans.	Threshold	Qualification Type = Threshold Level Threshold Type = Amount Discount Type = Amount off	Yes
Buy $N of X, get items for $Z	Buy $100 worth of jeans and get them for $45 each.	Threshold	Qualification Type = Threshold Level Threshold Type = Amount Discount Type = Fixed Amount	Yes
Buy N of X, get Z% off.	Buy six pairs of jeans, get 10% off each of the jeans. Each item on the promotion must meet the threshold to have the discount applied.	Threshold	Qualification Type = Item Level Threshold Type = Quantity Discount Type = % off	Yes
Buy N of X, get $Z off.	Buy six pairs of jeans, get $10 off each of the jeans. Each item on the promotion must meet the threshold to have the discount applied.	Threshold	Qualification Type = Item Level Threshold Type = Quantity Discount Type = Amount off	Yes
Buy N of X, get items for $Z	Buy two pairs of jeans and get them for $45 each. Each item on the promotion must meet the threshold to have the discount applied.	Threshold	Qualification Type = Item Level Threshold Type = Quantity Discount Type = Fixed Amount	Yes
Buy $N of X, get Z% off.	Buy $100 worth of jeans, get 10% off each pair of jeans. Each item on the promotion must meet the threshold to have the discount applied.	Threshold	Qualification Type = Item Level Threshold Type = Amount Discount Type = % off	Yes
Buy $N of X, Get $Z off.	Buy $100 worth of jeans, get $10 off each pair of jeans. Each item on the promotion must meet the threshold to have the discount applied.	Threshold	Qualification Type = Item Level Threshold Type = Amount Discount Type = Amount off	Yes
Buy $N of X, Get items for $Z.	Buy $100 worth of jeans and get them for $45 each. Each item on the promotion must meet the threshold to have the discount applied.	Threshold	Qualification Type = Item Level Threshold Type = Amount Discount Type = Fixed Amount	Yes

Simple

The following is true for Table B-3:

• X = Source items or items in a list

• Z = price or discount

Table B-3 Simple

Promotion Type	Example	Oracle Retail Price Management Promotion Type	Oracle Retail Price Management Setup	Compatible
Fixed Price	Buy X, get X for $15.	Simple	Fixed Amount	Yes
Percent Off	Buy X, get X for 10% off .	Simple	% off	Yes
Amount Off	Buy X, get $10 off of X .	Simple	Amount off	Yes

Kits

The following is true for Table B-4:

• N = quantity or value

• X = Source items or items in a list

• Y = Target item or item in a list of items

• Z = price or discount

Table B-4 Kits

Promotion Type	Example	Oracle Retail Price Management Promotion Type	Oracle Retail Price Management Setup	Compatible
Buy N of X1, N of X2, N of X3 for a flat price $Z	Buy hamburger, Coke and fries for 5.00	Multi-buy	Qualification Type = Multi-buy Multi-buy = Quantity (with AND connector) Reward Type = Fixed Price	Yes
Buy N of X1, N of X2, N of X3 for $Z off of purchase	Buy hamburger, Coke and fries, receive 1.00 off purchase	Multi-buy	Qualification Type = Multi-buy Multi-buy = Quantity (with AND connector) Reward Type = Amount Off	Yes
Buy N of X1, N of X2, N of X3 for Z% off of purchase	Buy hamburger, Coke and fries, save 15% off purchase	Multi-buy	Qualification Type = Multi-buy Multi-buy = Quantity (with AND connector) Reward Type = % off	Yes

Finance Promotion

The following is true for Table B-5:

• N = quantity or value

• X = Source items or items in a list

• Z = price or discount

Table B-5 Finance

Promotion Type	Example	Oracle Retail Price Management Promotion Type	Oracle Retail Price Management Setup	Compatible
Buy N of X with promoted card, get promotional interest % for Z duration	Purchase $1,000 of Electronics using Visa and receive promotion percentage of 0%, with a duration of 18 months (for no interest payments if paid in full within 18 months).	Finance	Card Details Threshold Amount $ Promotion Amount % Duration in Months Items	No

Transaction Promotion

The following are transaction promotion pricing rules.

Oracle Retail Price Management Transaction Assumptions

• A transaction promotion will have a discount type of "amount off" or "percent off" that will be taken off the entire purchase or shopping basket verus specific items.

• Reward items will not be designated for transaction promotions.

• A transaction promotion can be created at "storewide" level or at any of the lower levels including; department, class, subclass, parent item, parent diff item, transaction item, or item list.

The following is true for Table B-6:

• N = quantity or value

• X = Source items or items in a list

• Z = price or discount

Table B-6 Transaction

Promotion Type	Example	Oracle Retail Price Management Promotion Type	Oracle Retail Price Management Setup	Compatible	Comments
Buy $N of X, Get Z$ Off Entire Pur-chase	Buy $200 worth of any merchandise - get $20 off entire purchase	Transaction	Buy Type = Amount, Reward= Amount off	Yes	Storewide Example
Buy $N of X, Get Z% Off Entire Pur-chase	Buy $200 worth of any merchandise - get 20% off entire purchase	Transaction	Buy Type = Amount, Reward= Percent off	Yes	Storewide Example
Buy $N or X or Y, Get Z% Off Entire Pur-chase	Buy $100 worth of Jeans or Khakis - get 10% off entire pur-chase	Transaction	Buy Type = Amount, Reward= Percent off	Yes	Multiple Buy lists using "or" between lists
Buy $N of X and Y, Get Z% Off Entire Purchase	Buy $100 worth of Jeans and $50 worth of T-Shirts - get $50 off entire purchase	Transaction	Buy Type = Amount, Reward= Amount off	Yes	Multiple Buy lists using "and" between lists
Buy N of X, Get Z$ Off Entire Pur-chase	Buy 10 items - any merchandise - get $20 off entire pur-chase	Transaction	Buy Type = Quantity, Reward= Amount off	Yes	Storewide Example
Buy N of X, Get Z% Off Entire Pur-chase	Buy 10 items - any merchandise - get 20% off entire pur-chase	Transaction	Buy Type = Quantity, Reward= Percent off	Yes	Storewide Example
Buy $N or X or Y, Get Z% Off Entire Pur-chase	Buy 10 pairs of Jeans or Khakis - get 10% off entire purchase	Transaction	Buy Type = Quantity, Reward= Percent off	Yes	Multiple Buy lists using "or" between lists
Buy $N of X and Y, Get Z% Off Entire Purchase	Buy 5 pairs of Jeans and 5 T-Shirts - get $50 off entire pur-chase	Transaction	Buy Type = Quantity, Reward= Amount off	Yes	Multiple Buy lists using "and" between lists