Markdown
20 min
markdown description supports time bound clearance campaigns that reduce selling prices within controlled discount limits, helping pricing teams clear manual selections of stock while monitoring warehouse level outcomes it also surfaces fully automatic expiration markdown and overstock markdown campaigns, which are driven by stock conditions rather than user preparation markdown overview sub parts & functions planned campaigns lists manual campaigns that are still being prepared and places their scheduled date ranges on the calendar a newly created campaign has status created; products and discount values remain editable and changes are saved automatically until finalize approves it for launch key elements campaign list — selects a planned campaign for product and discount preparation calendar bars — show scheduled campaign timing and can be opened for campaign access create markdown campaign defines a manual campaign's identity, active date range, permitted discount band, and warehouse or store scope before products are added the discount refresh selection determines whether discounts are refreshed manually, automatically, or not refreshed during the campaign period create markdown campaign key elements markdown name — required campaign name with a 255 character limit start date end date — required operational window for the manual campaign min discount — required lower discount boundary expressed as a percentage max discount — required upper discount boundary expressed as a percentage warehouses / stores — limits the campaign to selected operational locations; defaults to all refresh discounts during the markdown period — selects manually, automatically, or no refreshing campaign product table provides the working product list for a manual campaign, with stock, selling price range, discount range, and campaign minimum and maximum discount boundaries where available, regular price, cost, and margin provide commercial context for reviewing the proposed markdown; a negative margin requires particular scrutiny campaign product table key elements stock — inventory quantity used to assess clearance need selling price — price range across the campaign's warehouses or stores discount — applied markdown percentage or range min discount — product level lower permitted discount max discount — product level upper permitted discount regular price — ongoing non promotional, non multibuy price used as the pricing baseline cost — cost range used with selling price to evaluate margin margin — commercial margin indicator for the markdownmed product warehouse level discount editing expands a product into its warehouse rows so the pricing manager can review selling price and set discount values for each location the warehouse level discount must be managed within the displayed min discount and max discount boundaries, allowing stock clearance treatment to differ by location warehouse level discount editing key elements warehouse rows — expose location specific selling price and discount values discount — editable percentage for the individual warehouse min discount — lower bound applied to the warehouse level markdown max discount — upper bound applied to the warehouse level markdown add products adds products to a manual campaign through product search, product group selection, or mass copy paste candidate rows expose stock, selling price, discount limits, and, where configured, regular price, cost, and margin so that products can be screened before inclusion add products key elements search products — selects individual products for the campaign select product group — adds a grouped product selection mass copy paste — supports bulk product entry stock — helps target products with clearance inventory min discount — shows the product's minimum permitted markdown max discount — shows the product's maximum permitted markdown campaign filters narrows the campaign table by product class, category, supplier, and brand so discount reviews can focus on a commercially coherent subset in automatic campaigns, a no data result can mean that no product currently meets the stock condition or that the active filtering hides qualifying rows campaign filters key elements product class — restricts the table to selected product classifications category — restricts the table to selected categories supplier — restricts the table to selected suppliers brand — restricts the table to selected brands running campaigns separates active campaigns from planned work automatic expiration markdown and overstock markdown appear here as automatically initiated and updated campaigns; they are scheduled script processes with no user creation, product filling, approval, finalize step, or fixed end date running campaigns key elements expiration markdown — automatically targets stock using each product's sell by date overstock markdown — automatically targets products that meet excess stock conditions campaign history lists campaigns whose date ranges have passed and retains their calendar visibility for review a historical manual campaign that still shows created and finalize was never approved for launch, even though its date range has ended campaign history key elements campaign list — opens completed or unfinalized historical campaign records calendar bars — provide date based access to campaigns through the open action table column settings sets the default visibility and order of markdown table columns for all users, while individual users can override the layout for a specific table reset restores the software default column order; selectable fields include operational measures such as sell by date, time left, time period progress, expected to sell, and already sold key elements column visibility — controls whether a field is displayed in markdown tables column order — sets the default presentation sequence for all users sell by date — supports review of expiration driven markdown candidates time left — supports time sensitive clearance monitoring expected to sell — exposes the expected quantity to sell during the campaign already sold — exposes sales achieved during the campaign expiration markdown campaign detail this is the detail view for the automatic, expiry driven markdown campaign a scheduled script identifies products from their sell by date and stock position, then initiates and updates the campaign without users creating, filling, approving, or finalizing it; it has no fixed end date the table can show no data when no product meets the automatic condition or the current filter excludes all qualifying products expiration markdown campaign detail key elements discount — displays the automatic campaign's allowed discount range sell by date — identifies the expiry context used by expiration markdown search and filters — narrow the currently qualifying product rows overstock markdown campaign detail this detail view covers the automatic campaign for excess stock the scheduled process determines qualifying products purely from stock levels and updates the campaign automatically, so there is no manual product selection, approval, finalize step, or fixed end date no data means that no products currently meet the overstock condition, or that the active filter hides them overstock markdown campaign detail key elements discount — displays the automatic campaign's allowed discount range stock — shows the inventory context for qualifying products start date — provides the date field available for overstock markdown rows search and filters — narrow the currently qualifying product rows historical markdown campaign detail the overflow action on a manual campaign exposes edit, allowing the campaign's setup to be reopened for changes in the illustrated history record, the campaign still has status created this means it was never finalized and therefore was not approved for launch, rather than merely being archived historical markdown campaign detail key elements edit — opens the selected manual campaign for changes created status — indicates the campaign has not been finalized for launch finalize — approval step that makes a manual campaign eligible to run connections & integrations manual campaigns use regular price as the ongoing pricing baseline and apply their selected warehouse or store scope to campaign review automatic expiration markdown uses sell by date, while overstock markdown is driven by stock levels; both are maintained by a scheduled script rather than the manual campaign workflow key actions create a manual campaign with a date range, discount boundaries, and location scope add individual products, product groups, or mass copied product selections to a planned campaign review and adjust product discounts by warehouse within the campaign's permitted bounds filter campaign products by product class, category, supplier, or brand finalize a prepared manual campaign to approve it for launch open a campaign from the list or its calendar bar configure the default markdown table column layout best practices & success stories controlled discount boundaries help clear inventory while preserving governance over markdown depth warehouse level review enables clearance decisions to reflect local stock and selling price conditions automatic stock driven campaigns reduce manual effort for expiration and overstock clearance important considerations finalize is an approval step that allows a manual campaign to be launched; it is not an archive action a campaign in history with status created was never finalized and therefore was not approved for launch use warehouse level rows to avoid applying the same discount where inventory and selling price differ by location a no data table in an automatic campaign may reflect no qualifying stock or an active filter that hides rows finalizing a manual campaign approves it for launch, so confirm products, locations, dates, and discount ranges before approval setting aggressive warehouse level discounts without reviewing cost and margin can create unprofitable markdowns relevant tutorials plan a clearance markdown campaign docid\ oztmxlxyblgstcmzgh6vn