Apply Discounts According to the Item's Category

Apply a discount according to one or more categories in a catalog. Starting with update 24B, you can now set up a pricing matrix on a discount list that prices according to an attribute in a category.

Assume you have a Sales catalog, it contains a Computers category, and the Computers category contains three child categories: Desktops, Laptops, and Printers. Each child contains items. For example, Desktops contains the AS54888 Computer. You can create a rule that applies a discount for items in the child Desktops category. You can also create a rule that applies a discount for all items that are in the parent Computers category, such as all desktops, laptops, and printers.

Try It

This topic uses example values. You might need different values, depending on your business requirements.

Go to the Product Information Management work area, then set up the category's hierarchy and assign the ABC Laptop item to the QP_Laptops category. For example:

Run the Refresh Product Hub Snapshots scheduled process.

Go to the Setup and Maintenance work area, search for and open the Manage Pricing Parameters page, then use the Product Catalogs parameter to specify the product catalogs that you want Pricing to use when it calculates each item's discount.

Use the Manage Matrix Classes page to set up your pricing matrix. Use these values:

Attribute	Value
Comparison	In Hierarchy
Compare to Attribute	ItemCategory.CategoryPath
Domain Type	Item Category
Catalog	QP_Sales

For example:

Create your rule on a discount list. Use the Category In condition that you created earlier in this procedure. In this example, every item that's in the Laptops category is eligible for a 15% discount. Set these values:

Attribute	Value
Category In	QP_Laptops
Adjustment Type	Discount Percent
Adjustment Amount	15

For example:

Test your work. Go to the Order Management work area, create a sales order, add your item to an order line, then examine the price breakdown. Notice that the breakdown says:

Attribute-based discount rule applied because Category In: QP_Laptops In Hierarchy QP_Laptops

For example:

Apply Discount According to a Category Hierarchy

You can set up your rule so it uses a parent category as a condition. For example, if the Laptops category is a child of the parent Computers & Accessories category, then apply a 10% discount on the ABC Laptop item:

Set Up Your Rule So It Uses a Parent Category As a Condition

Notice that the breakdown says:

Attribute-based discount rule applied because Category In: QP_Laptops In Hierarchy QP_Computers & Accessories

For example:

Notice What the Breakdown Says

Exclude a Category

Assume you have a discount rule for Computers & Accessories and you need to exclude the Printers category. You need to apply a 12% discount on the ABC Laptop item, but don't apply a discount on the ABC Printer item.

Set these values:

Attribute	Value
Category Ex	QP_Printers
Category In	QP_Computers & Accessories
Adjustment Type	Discount Percent
Adjustment Amount	15

For example:

Exclude a Category

Reference a Category

You can also set up your rule so it references another category. For example, you reference the New Releases category from the condition that you specify on the discount rule from the Laptops category. At run time, apply the discount from the New Releases category to the ABC Laptop.

Realize these benefits:

• Track your category discounts more efficiently.
• Improve financial and pricing analytics.
• Meet more complex pricing requirements.
• Improve decision making that involve category pricing.

Steps to Enable

1. Set up the category's hierarchy and assign the item to the category.
2. Run the Refresh Product Hub Snapshots scheduled process.
3. Use the Product Catalogs pricing parameter to assign the catalog that you want to use with your rule.
4. Use the Manage Matrix Classes page to set up your pricing matrix.
5. Create your rule on a discount list.

Tips And Considerations

You must:

• Use the new Item Category domain type when you create your condition on the Manage Matrix Classes page.

• Set the Comparison attribute to In Hierarchy or to Not In Hierarchy on your rule.

• Assign the catalog to the condition name so that the Pricing Administration work area displays the relevant categories when you set up your rule.

Other details:

• You can use the Pricing Administration work area, file-based data import, or REST API to manage your matrix adjustment rules.

• If more than one matrix rule is eligible to apply the discount, then Pricing will use the rule that has deepest category in the hierarchy when it prices the item.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Discount Lists (QP_MANAGE_DISCOUNT_LISTS)
• Manage In-Progress Discount Lists (QP_MANAGE_IN_PROGRESS_DISCOUNT_LISTS)
• View Discount Lists (QP_VIEW_DISCOUNT_LISTS)
• Approve Discount Lists (QP_APPROVE_DISCOUNT_LISTS)
• Import Discount Lists (QP_DISCOUNT_LIST_IMPORT)
• Import Approved Discount Lists (QP_DISCOUNT_LIST_APPROVED_IMPORT)
• Manage Matrix Classes (QP_MANAGE_MATRIX_CLASS)

These privileges were available prior to this update.