Approach 2: Create a New Strategy and Build Rules

This approach allows the user to create a new strategy and build new rules for the strategy on the fly.

Example Use Case: A retailer wants to apply: 15% minimum promotion on a $10,00,000 budget for Women's Activewear brands "Sunset" and "RileyCalli" in the United States Zone, until 30/09/2023

Follow these steps for Approach 2:

  1. Create Rule Criteria and Rule Value for the use case from the Rules Management screen. Refer the section “Rules Management - Creating a New Rule - Approach 2: Build Rule.”
  2. In the Strategy Overview page, click the New icon ( + ) to create a new strategy.
  3. In the Scope page, select the required criteria (Name, Price Zone, and Products) and click Next.

  4. Select the Budget Rule Category:

    1. Click Build Rule, select all the applicable rule criteria and click Next button
    2. Select all the applicable rule values to be applied on the selected criteria.
    3. Click Review Rules, followed by Save.
    4. Now that rule is seen in the table for the Budget category, select that rule and click Add Rules. The rule is now added to the new strategy.
    5. Repeat the above steps for Budget, Product Groups, and Promotion categories.
  5. Step 5: After adding all rules, click Next. Review all the added rules and submit the strategy (refer to the figures from Approach 1: Creating a New Strategy and Attaching Rules).

Figure 11-32 New Strategy - Build Rule

New Strategy - Build Rule

Figure 11-33 New Strategy - Build Rule - Select Rule Criteria

New Strategy - Build Rule - Select Rule Criteria

Figure 11-34 New Strategy - Build Rule - Select Rule Value

New Strategy - Build Rule - Select Rule Value

Figure 11-35 New Strategy - Review Rule

New Strategy - Review Rule

Figure 11-36 New Strategy - Add the Built Rule to the Strategy

New Strategy - Add the Built Rule to the Strategy