Configure category pricing strategies

configure category pricing strategies business goal set a price strategy that directs the optimization algorithm toward the category’s commercial objective while keeping every new price within applicable price rules prerequisites open price management docid\ rs0z8lfkdpage86wko0qc from the regular pricing navigation have permission to create or edit category level price rules and price strategies select the target category in the category tree; use top level only when the strategy should apply broadly confirm that required cost and reference price data are available for the products in scope step by step instructions step 1 select the pricing scope in price management, select the target category from the category tree and open price settings choose the narrowest category scope that matches the intended commercial objective business reason a category level price strategy gives the optimization algorithm a focused objective without unintentionally changing the direction of unrelated categories select the pricing scope step 2 confirm the price boundaries first in price settings, review existing price rules and create or adjust rules where needed before setting the strategy define rules for the appropriate product classes, brands, and zones business reason price rules are constraints or objectives applied at category, family, or product level; the optimization algorithm calculates new regular prices within their combined rule intersection confirm the price boundaries first step 3 open the strategy configuration select create for a new price strategy, or open the existing strategy to edit it the configuration panel shows the products and product zone combinations covered by the goal business reason coverage confirms how much of the category will receive the selected objective and helps prevent a strategy from being applied too narrowly or too broadly open the strategy configuration step 4 choose the optimization objective select the strategy position that reflects the category role, such as maximizing unit volume, revenue, profit, margin, or a balanced outcome keep “optimize within the rules” selected when the category should receive algorithmic new prices business reason the price strategy supplies the objective that guides the optimization algorithm after price rules establish acceptable price boundaries step 5 review projected price and kpi impact review the price changes distribution and the projected changes in profit, revenue, volume, margin, and competitor indexes adjust the selected strategy if the projected trade off does not fit the category plan business reason this check turns the selected objective into a commercial decision by showing the expected effect of new prices versus current prices before saving step 6 save and validate the strategy click save to apply the price strategy, then return to price settings or impact overview to validate the saved scope and resulting impact review planned promotions separately for products whose promotional activity could affect interpretation business reason saving makes the selected objective available to the optimization algorithm; promotion windows remain separate from regular price strategy decisions save and validate the strategy you're done when the selected category has a saved price strategy with the intended optimization objective the strategy configuration shows the expected covered product zone combinations projected profit, revenue, volume, margin, and competitor index changes have been reviewed before approval applicable price rules remain in place to constrain the new regular prices pro tips use product class, brand, or zone coverage to differentiate category roles instead of applying a broad exception to all products projected strategy impact is based on estimated regular sales over the next 30 days; promotional sales are excluded, while promo share is estimated from historical product level averages avoid using manual price to compensate for a poorly scoped strategy; a manual price overrides algorithmic output and should be used sparingly