Find the right module for your pricing task

find the right module for your pricing task use this page when you know the pricing outcome you need and want to choose the right module, starting from the dashboard overview which module should you open for this task? start with this question are you reviewing a pricing situation, changing the calculation, planning special pricing, clearing stock, or releasing prices? open dashboard overview docid\ bgk9jf5e0mxhekbbih3ha first when you need to prioritize across those tasks; then move to the module that owns the decision quick comparison attribute dashboard overview price reports price management promo planner markdown exports use it to prioritize work investigate recommendations change regular price governance plan campaigns clear stock release prices main question what needs attention? why is this price proposed? how should new regular prices be calculated? what promotion should run? what discount campaign should run? what can be handed off? makes configuration changes no no yes yes yes yes, within an export instance best pricing scope cross workflow health category or product evidence regular price promo price markdown pricing reviewed new regular prices typical outcome a prioritized next action a validated or challenged recommendation updated price rules or pricing structure a finalized promo plan a running or completed markdown campaign an export sent downstream choose by goal dashboard overview — review pricing health and choose the next action choose dashboard overview docid\ bgk9jf5e0mxhekbbih3ha when you need an operating view before deciding where to work use it to identify pending standard export activity, alerts, family or multibuy items requiring attention, and the projected impact of new regular prices this is the right starting point when the task is still broad for example, you need to know whether to investigate a margin exception, revise a price rule, plan a promotion, or prepare an export move to price reports docid\ cudlursgmvcrrubq3grud when you need product level evidence, or to the module that owns the required change price reports — investigate a price recommendation before changing it choose price reports docid\ cudlursgmvcrrubq3grud when you need to assess a proposed price using product or category data compare new price with current price , review difference , cost, margin, reference price index , and sales history, and use the aggregated view or by zone view where zone specific decisions matter use this module when the question is is the recommendation commercially sound, and which products are exceptions? it supports analysis; it does not change the rules that generate the recommendation if the evidence shows that governance must change, continue in price management docid\ rs0z8lfkdpage86wko0qc price management — change how regular prices are calculated choose price management docid\ rs0z8lfkdpage86wko0qc when you need to influence the optimization algorithm's future new regular prices use it to create or revise a price rule , define a price strategy , manage a locked product , or configure product architecture use this module when the question is what boundaries or objective should apply to regular price? remember that the optimization algorithm calculates prices within the applicable rule intersection use product level exceptions only when needed a manual price overrides algorithmic output for a specific product, while a locked product is excluded from automatic regular repricing after making a governance decision, review the projected result in price reports docid\ cudlursgmvcrrubq3grud or dashboard overview docid\ bgk9jf5e0mxhekbbih3ha before preparing the handoff in exports docid\ ayu6zunb35nqkubun3bpf promo planner — plan a promotional campaign choose promo planner docid\ swfaxzwu2fj8vbgay6dou when you need to coordinate special pricing as a campaign create a promo plan with dates, a closure deadline, and optional zone restriction; use sections to organize ownership and windows to define each price mechanic and product group use this module when the question is which promotion should run, for which products, in which period? use n+1 when you want a fixed threshold use multibuy when the tier price differs per quantity for a multi product window, add linked products when they share the same promo price or discount % so the promo simulator can run do not use promo planner to change the ongoing regular price calculation use price management docid\ rs0z8lfkdpage86wko0qc for that decision markdown — clear stock with a time bound discount campaign choose markdown docid\ fausgcpeoz6nus750yq4t when the task is inventory clearance rather than a standard promotion or an ongoing regular price change define the campaign period, eligible warehouses or stores, and minimum and maximum discount percentages, then select the appropriate refresh behavior use this module when the question is how should we reduce stock exposure during a defined period? review running and historical campaigns to monitor execution for product level markdown records, including selling price, discount, average cost, margin, and sell through related information, use the markdown detail available from price management docid\ rs0z8lfkdpage86wko0qc or price reports docid\ cudlursgmvcrrubq3grud exports — release reviewed new regular prices choose exports docid\ ayu6zunb35nqkubun3bpf when the pricing decision is complete and you need the governed outbound handoff to store systems, erp, or downstream integrations review export content and export impacts, then release the export according to the configured template and validity date use this module when the question is which reviewed new prices should become effective operationally? export safeguards include mandatory columns , export size limit , minimum price change thresholds, repricing frequency, and newly listed product protection once handed off, the exported set represents the effective current prices common pitfalls treating dashboard overview docid\ bgk9jf5e0mxhekbbih3ha as the place to fix an exception use it to prioritize, then open price management docid\ rs0z8lfkdpage86wko0qc , price reports docid\ cudlursgmvcrrubq3grud , or another owning module changing a manual price to solve a broad pricing issue first check whether a price rule, price strategy, or product architecture setting should be adjusted instead using promo planner docid\ swfaxzwu2fj8vbgay6dou for stock clearance use markdown docid\ fausgcpeoz6nus750yq4t when the primary objective is a time bound markdown campaign releasing an export without checking alerts, mandatory data, and export impacts a valid operational handoff still needs commercial review comparing only aggregated results when zone specific prices differ switch to a by zone view before deciding whether a new price should proceed