Approach 4: Create a Quick Rule from the New Strategy

This approach allows the user to create a new strategy or copy an existing one and directly define rules within the strategy.

  1. From the Strategy Overview page, click the New icon to create a new strategy or Copy Strategy icon to copy an existing strategy.
  2. In the Scope page, select the required criteria (Name, Price Zone, and Products) and click Next.
  3. In the Rules page, select the required Rules Category and click Create Rule in the right-hand side table to create the required rules right away (Refer to the section “Rules Management - Creating a New Rule - Approach 1: Quick Create”)
  4. After adding all necessary rules, click Next to navigate to the Review page to review the rules.
  5. Submit the strategy.