This page provides Business administrators a user guide for the Pricing microservice for the Infosys Equinox Commerce platform.

Getting Started

Accessing the Pricing Admin Console

Overview

Pricing is essential in an e-commerce storefront site as it determines product costs for customers. It involves setting prices for stock-keeping units (SKUs) based on factors such as user tiers (e.g., Silver, Gold, Diamond), quantity, and schedule. Effective pricing strategies attract customers, influence purchasing decisions, and enhance the overall shopping experience. Pricing also allows for managing multiple price lists, each with its own currency and optional price types, ensuring flexibility and competitiveness in the market.

With the Pricing microservice (“Pricing”), a Pricing Admin can create and manage multiple price lists, each with its own currency and optional price types.

A Pricing Admin can create or clone multiple price rules. Price rules are used to calculate the price of stock-keeping units (SKUs) for the storefront site. A price rule contains conditions and corresponding actions. For example, calculating the SKU price based on user tiers (e.g., Silver, Gold, Diamond).

Pricing operates independently of the Catalog microservice, allowing clients to use Infosys Equinox’s Catalog microservice or an alternative third-party catalog service. Infosys Equinox’s Pricing microservice provides pricing for SKUs, each of which can have a default price (evergreen price) as well as pricing based on quantity and/or schedule. Pricing Admins can easily import pricing data into the Pricing service using a simple spreadsheet import template.

As with all microservices in the Infosys Equinox Commerce solution, individual price lists are associated with a store managed by the Store microservice. Stores often serve multiple regions, and store association allows the Pricing Admin to define a price list for each region.

Note: To preserve data integrity, the Store association only allows the Pricing Admin to choose price lists within the same collection.

For a detailed overview of the Pricing microservice, see the Pricing Microservice Overview.

For an overview of the Pricing microservice, see the video or step-by-step instructions:

Service Glossary

• Bundle – related products grouped so that they can be presented and sold together on the Storefront. Generally, bundles require the consumer or buyer to purchase the entire bundle. See the Catalog Admin User Guide for more information about bundles.
• Bundle Price – the price of the SKU that is applicable only when the SKU belongs to a bundle product. This cannot be less than the floor price of the SKU. This is an optional price.
• Business – the parent of a store or set of stores. The basic use of a business is to manage common sets of users, catalogs, and other services for the stores associated with the business.
• Business Admin – a role that manages business settings, creates and manages stores, and enables microservice(s) for a business.
• Catalog – a combination of products and stock keeping units (SKUs) organized to enable merchants to easily create, enrich, and manage product information for effective and efficient omni-channel commerce.
• Collection – a container or wrapper entity to hold pricelists.
• Commission Volume (CV): It is the currency value associated with each product based on which the compensation is paid to the users (for example, users such as Retail Members and Brand Affiliate). The CV value for each product can differ from time to time.
• Evergreen Price – the transaction price which is added while adding a SKU is called evergreen price.
• Fixed Bundle – bundle price remains static, irrespective of SKU variants.
• Fixed/Variable Price – the price of a SKU can be fixed or variable. In the fixed price, the SKU price is set by the Pricing Editor/Admin. In the variable price, only a minimum and maximum price are defined for a stock keeping unit (SKU). In this scenario, a consumer or buyer selects the purchase price for the SKU within a pre-defined price range set by the Pricing Editor/Admin. For example, a consumer or buyer purchases a gift card for $93, which falls within the $10 minimum and $500 maximum range defined by the Pricing Editor/Admin.
• Floor Price – an optional price type that the Pricing Editor/Admin can set for a stock keeping unit (SKU) to trigger business logic in the event that promotions have driven the SKU’s transaction price below an acceptable level for the business. For example, if the transaction price of a SKU falls below the floor price set by the Pricing Editor/Admin after multiple promotions are applied, business logic will cancel the transaction and message the consumer appropriately on the Storefront (also known as the Orchestration layer).
• Mandatory Price Types – the basic mandatory price types for a stock keeping unit (SKU), which includes Transaction Price.
• Omni-channel – a multichannel approach to sales that seeks to provide consumers with a seamless shopping experience, whether shopping online (on a desktop, a mobile, or tablet device), by telephone, or in person at a physical store (https://searchcio.techtarget.com/definition/omnichannel).
• Optional Price Types – optional price types available, beyond the mandatory price types, for a stock keeping unit (SKU), which could include Regular Price, List Price, Original Price, MSRP (Manufacturer’s Suggested Retail Price), etc. There is no limit on the number of optional price types that can be added by the Pricing Editor/Admin and any of the optional types can be set as required to ensure data is entered for the price type.
• Point Volume (PV): It is a value that is pre-defined on the product. PV determines the bonus percentage. It is the points that the users earn for achieving their bonus (for example, users such as Retail Members and Brand Affiliates).
• Price – a single instance of price for a stock keeping unit (SKU). A SKU can have multiple prices based on different tiers (quantity) and schedules.
• Price Adjustments  – refers to the price adjustment methods:
  • Markdown – which decreases the price to the given percentage. For example, the markdown of 10% decreases the price from $10 to $9.
  • Markup – which increases the price to the given percentage. For example, the markup of 50% increases the price from $10 to $15.
• Price Lists – a container or wrapper entity to hold the prices of multiple stock keeping units (SKUs) available for sale to a consumer or buyer.
• Price Round Offs – refers to the round-off methods such as:
  • Rounddown – which rounds down the price. For example, the round down of 0.99 changes the price from $9 to $8.99.
  • Roundup – which rounds up the price. For example, the round-up of 0.49 changes the price from $9 to $9.49.
• Price Rule – holds a list of conditions in the JBPM XML format. These conditions are used to select the price of SKUs.
• Price Types or Facets – refers to the mandatory and optional price types available for a stock keeping unit (SKU).
• Pricing Editor (or Admin) – adds or updates pricing data for stock keeping units (SKUs) to an existing price list and submits the changes to a Pricing Admin for approval.
• Pricing Admin – creates and edits price lists, approves and denies data submitted by Pricing Editors, and Manages currency and price types used by a price list.
• Product – a good, service, or idea that has a combination of tangible and intangible attributes and can have multiple variants which are referred to as stock keeping units (SKUs). In Infosys Equinox Commerce, the consumer or buyer evaluates a product (for example, a men’s dress shoe available in black and brown and in sizes from 10 to 15), but actually purchases a SKU associated with the product (for example, a black colored version of the dress shoe in size 12) rather than the product itself.
• Project – a container or wrapper entity to hold changes made to a price list. New and updated pricing should pass through the Project approval workflow process before it is reflected in the store’s price list.
• Project Notes – comments entered by the project editor or approver to add context to project actions.
• Project Workflows – make business processes more efficient by managing and tracking the human tasks involved with a process and then providing a record of that process when it is completed.
• Quantity-Based/Tiered Pricing – defines prices per unit within a range of quantities for a stock keeping unit (SKU). For example, a Pricing Admin could approve three tiers of pricing for a particular SKU based on the number of items purchased:
  • If a consumer buys 1 to 100 of the SKU, the Transaction Price per SKU will be $100.
  • If a consumer buys 101 to 200 of the SKU, the Transaction Price per SKU will be $80.
  • If a consumer buys 201 to 300 of the SKU, the Transaction Price per SKU will be $60.

  The Pricing Admin can add many prices with different tiers as well as many prices with different tiers for different schedules.
  Note: The Pricing Admin will not be able to add prices with a maximum quantity less than its minimum quantity.
  The Pricing Admin cannot create prices with overlapping tiers for the same SKU.

• Scheduled Pricing – defines prices for a stock keeping unit (SKU) within a specified time range. For example, a Pricing Admin could schedule four prices for a particular SKU at specified dates and times:
  • If a consumer buys the SKU from Jan 1, 2019 12:00:00 to Dec 31, 2019 12:00:00, the Transaction Price will be $100.
  • If a consumer buys the SKU from Jan 1, 2020 12:00:00 to Jan 31, 2020 12:00:00, the Transaction Price will be $60.
  • If a consumer buys the SKU from Jan 1, 2019 12:00:00 to Aug 31, 2019 12:00:00, the Transaction Price will be $80.
  • If a consumer buys the SKU from Jan 13, 2019 12:00:00 to Jan 31, 2019 12:00:00, the Transaction Price will be $60.

  Overlapping schedules are allowed. When multiple prices apply for a SKU due to overlapping schedules, the Price will be returned based on the schedule bucket that has recently started (in the above example, the Price for the SKU on Jan 15, 2019 at 12:00:00 would be $60, not $80).
  Note: Scheduled pricing may include quantity-based/tiered pricing.

• Sharing Bonus (SB): It is a bonus paid to the users who invite other users to buy the product (for example, Brand Affiliate user).  A sharing bonus can be configured for specific products. The bonus percentage is defined for a product based on the business requirement.
• SKU Kits – a bundle that is specific to a SKU rather than a product that is available for purchase by a consumer or buyer.
• Stock Keeping Unit (SKU) – a particular variant of a product that is available for purchase by a consumer or buyer.
• Store – represents a specific physical location or online store of a business.
• Store Admin – associates a pricelist for each currency supported by a store.
• Storefront – a consumer-facing website that presents products, content, and promotions across multiple channels such as desktop, tablet, and mobile.
• Subscription Percentage – a discount in a percentage that is offered if a consumer or buyer chooses to start a subscription of a particular stock keeping unit (SKU). This is an optional price for a SKU.
• Transaction Price – the price that a SKU will be sold for (excluding any price promotions that may apply). This is a mandatory price for SKUs. 

End-to-End Sequence to Configure the Pricing Data

To configure pricing data, follow these steps:

1. Configure the Pricing collection properties based on business needs.
   Note: Only a business admin can configure the collection properties in the Foundation Admin console.
2. Create custom price types based on business requirements.
3. Create price lists with the required custom prices for all shipping regions.
4. Create stores for all shipping regions in the Foundation Admin console.
5. Associate the pricing collection with stores using the required price lists. 
6. Configure or import the prices of SKUs for all price lists.
7. Reindex the pricing data for all stores in the Foundation Admin console.
8. Verify the results in the storefront.
   Note: Price details will appear in the storefront only after configuring the merchandising data.

Accessing the Pricing Admin Console

Getting Started | Pricing Page

To access the Pricing Admin console,

1. Log in to the Foundation service for your business (URL provided by Infosys Equinox).
2. Click Pricing in the StoreOps page.
   The landing page of the Pricing Admin console can be any one of the following:
   • The price list detail page appears when the Pricing collection is associated with a price list for the default shipping region:
   • The price rule detail page appears when the Pricing collection is associated with a price rule for the default shipping region:
   • The All Pricelists page appears when the Pricing collection is associated with multiple shipping regions:

   Note: To associate a pricing collection with a store, see Associating Microservice Collections with a Store.

Pricing Page

Accessing the Pricing Console | Revision History

On the Pricing page, you can:

• Manage price lists
• Manage price rules
• Manage feeds
• Manage price types

Managing Price Lists

On the All Pricelists page, you can:

• Search for a price list
• Create a price list
• Copy a price list
• View and/or edit a price list
• sort the ID, Name, Currency, Status, or Number of SKUs in ascending/descending order

Note:

• The pagination option appears on all screens that contain the price list information.
• To navigate to the next page, click Next.
• By default, 10 rows per screen will be displayed.

Configuring Search Parameters

On the All Pricelists page, you can search for a price list and modify the search fields as needed.

Searching for Price List(s)

To search for price list(s),

1. Click the Pricelist ID, Pricelist Name, Pricelist Currency, and/or Status drop-down list in the header to open an entry field to provide search criteria.
2. Enter the desired search criteria in the search field, and then click the Go button:
   Note: To reset the search field in the header, click the Reset button.
   The price list(s) that matches the search criteria appears.

Modifying the Searchable Fields

To modify the searchable fields,

1. Click  available at the beginning of the search field.
2. Select or deselect the items to add or remove the searchable fields in the header:
   
   Note: To reset the search field in the header, click the Reset button.

Selecting Predefined Rows

By default, 10 price lists per screen will appear, but the number of price lists per screen can be modified as follows:

1. Click  available at the beginning of the search field, and then select Row Select from the Search list.
   The Row Select appears as part of the search criteria.
2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.
3. Click the Go button. The selected rows of customer accounts appear on the screen.
   Note: To reset the search field in the header, click the Reset button.

Creating a Price List

Rather than creating a price list from scratch, you can copy an existing price list.

To create a price list,

1. Navigate to the All Pricelists page.
2. Click the Create Pricelist button.
   The Create Pricelist form appears:
3. Enter/select the required information in the following fields:
   

   Field	Description
   Pricelist Name*	Indicates the name of the price list.
   Description	Enter the description of the price list.
   Currency*	Select the appropriate currency for the price list from the drop-down option. The currency can be configured via the collection property applicablecurrencies. Note: The currency cannot be altered after the price list is created.
   Status*	Select the appropriate status for the price list from the drop-down option. The possible statuses are: Active: Indicates the price list is active. An active price list can be mapped with SKU(s). The default status is Active. Inactive: Indicates the price list is inactive. An inactive price list cannot be mapped with SKU(s).
   Price Types	Price types can be set as mandatory or optional for the price list by enabling or disabling the toggle. The following are the price types: Transaction Price – Indicates the actual price. Subscription is the percentage applied to the transactional price. This is a default price type. Subscription Price – Indicates the subscription price of a SKU. This is a default price type. Floor Price – Indicates the minimum price of a SKU. The transactional price of the SKU should not go below this price if defined. This is a default price type. Bundle Price – Indicates the bundle price of a SKU. The bundle price of the SKU should be greater than the floor price and less than the transaction price. This is a default price type. Price Type – Indicates the available custom price types. To add the custom price type, see Adding a Custom Price Type. Note: The Transaction Price is mandatory when configuring the prices of a SKU. The other default price types are optional. If a custom price type is set as mandatory, then the value of the custom price type MUST be provided for all SKUs when setting up prices directly in the admin console or through the import sheet.

   Note: Fields marked with * are mandatory.

4. Click the Save button.
   Note:
   • To discard the changes, click the Cancel button.
   • To add SKUs to the price list, see the SKUs tab.

Copying a Price List

To copy a price list,

1. Navigate to the All Pricelists page.
   The list of price lists appears:
   
2. Click a desired price list row.
   The price list details appear:
   
3. Click the Copy button.
4. Update the desired details:
   
5. Click the Save and Continue button to create a new copied price list.
   Note: To discard the changes, click the Cancel button.

Viewing and Editing a Price List

To view and/or edit a price list,

1. Navigate to the All Pricelists page.
   The list of price lists appears:
   
2. Click a desired price list row.
3. Update the necessary price list details in the following tabs:
   1. Overview
   2. SKUs
   3. Import

Overview Tab

To edit an overview of the price list,

1. Click the edit icon.
2. Update the necessary details of the price list.
   Note: If a custom price type is set as mandatory, the value of the custom price type MUST be provided for all SKUs when setting up prices directly in the admin console or through the import sheet.
3. Click the Save button.
   Note: To discard the changes, click the Cancel button.

SKUs Tab

Pricing Editors and Pricing Admins can set up multiple pricing for a SKU, including system-defined prices such as Transaction Price, Bundle Price, Floor Price, and Subscription Price as well as optional user-defined prices such as original price and other custom price types as needed.

In the SKUs tab, you can:

• Search for SKUs
• Export SKUs
• Add SKUs
• Edit a SKU

Searching for SKU(s)

To search for SKU(s),

1. Click SKUs in the left navigation panel.
2. Click the SKU ID and/or Transaction Price drop-down option in the header to open an entry field to provide search criteria.
   Note:
   • For displaying a predefined number of orders per screen, see Selecting Predefined Rows.
   • By default, all the approved SKUs of the price list are listed within the SKUs tab. If the project is selected, you can view the SKUs that are added via a project by selecting the particular project in the Projects drop-down option.
3. Enter the desired search criteria in the search field:
4. Click the Go button.
   The SKU(s) that matches the search criteria appears.
   Note: To reset the search field in the header, click the Reset button.

Exporting SKU(s)

To export SKU(s),

1. Click SKUs in the left navigation panel.
2. Click the Export button.
   The SKUs with the prices are downloaded to your local system.

Adding SKU(s)

To add SKU(s),

1. Click SKUs in the left navigation panel.
2. Click the Add SKU button.
   The Select Project pop-up opens:
3. Select or create a project.
   The Add SKU modal opens:
   
4. Select the appropriate price type:
   • Fixed Pricing: Set fixed pricing (transaction price and custom prices such as regular price) for the SKU.
   • Variable Pricing: Set variable pricing (minimum price and maximum price) for the SKU.
5. Perform one of the following details based on the selected price type:
   1. For fixed pricing, update the appropriate SKU ID, Transaction Price, and other custom price types.
      
      Note:
      
      • The transaction price added here is referred to as the evergreen price.
        
      • Other fixed prices, such as floor price, bundle price, subscription price, scheduled price, and tier price, can be configured later for a SKU. For more details, see Setting up Prices for a SKU.
   2. For variable pricing, update the appropriate SKU ID, Minimum Price, and Maximum Price. For example, you can set the minimum and maximum price of a gift card as $10 and $1000. 
6. Click the Add button.
   
   Note: To discard the changes, click the Cancel button.
7. Repeat the above steps to add any number of SKUs under the price list.
   Note: Enable the collection property allow_zero_pricing to set zero in the price values. 

Configure the Prices of a SKU

On the Prices page of a SKU, you can:

• Set up prices
• Update prices
• Delete prices

Setting up Prices for a SKU

Setting up a Tier Price

To set up a tier price for a SKU,

1. Click SKUs in the left navigation panel.
2. Click the desired SKU row.
   The Prices page of the SKU appears:
3. Click the Add button.
   The Select Project pop-up opens if the project is not selected:
   
   
4. Select or create a project.
   
   The Add Price modal opens:
   
5. Update the below details to set up a tier price: 
   

   Field	Description
   Transaction Price	Holds the tier price of the SKU for the configured minimum and maximum quantity.
   Min. Qty	Indicates the minimum quantity of the SKU for the configured tier.
   Max. Qty	Indicates the maximum quantity of the SKU for the configured tier.

6. Click the Add button.
   Note:
   • To discard the changes, click the Cancel button.
   • Repeat the above steps to set up prices for different tiers of a SKU.
   • Enable the collection property allow_zero_pricing to set zero in the price values. 
   • To make the added price approved, submit the project for approval. To submit the project for approval, see Submitting a Project.
   • To refresh and reflect the changes to the storefront, click Refresh.

Setting up a Schedule Price

To set up a schedule price for a SKU,

1. Click SKUs in the left navigation panel.
2. Click the desired SKU row.
   The Prices page of the SKU appears:
3. Click the Add button.
   The Select Project pop-up opens if the project is not selected:
   
   
4. Select or create a project.
   
   The Add Price modal opens:
   
5. Update the below details to set up a schedule price: 
   

   Field	Description
   Transaction Price	Holds the scheduled price of the SKU for the configured start time and end time.
   Start Time	Holds the start time of the configured scheduled price.
   End Time	Holds the end time of the configured scheduled price.

   Note: You can configure scheduled prices with overlapping times. For example, if SKU1 has a price of $10 from January 1 to January 30 and a price of $15 from January 25 to February 20, the price of $15 for SKU1 is considered based on the updated date and time.

6. Click the Add button.
   Note:
   • To discard the changes, click the Cancel button.
   • Repeat the above steps to set up prices for different schedules.
   • Enable the collection property allow_zero_pricing to set zero in the price values. 
   • To get the added price approved, submit the project for approval. To submit the project for approval, see Submitting a Project.
   • To refresh and reflect the changes to the storefront, click Refresh.

Setting up a Subscription % or Price

To set up a subscription % or price for a SKU,

1. Click SKUs in the left navigation panel.
2. Click the desired SKU row.
   The Prices page of the SKU appears:
3. Click the edit icon of the Subscription %.
   The Select Project pop-up opens if the project is not selected:
   
   
4. Select or create a project.
   
5. Update the Subscription %. This field represents the percentage of the transaction price to be deducted to determine the subscription price.
   Note:
   • To get the added price approved, submit the project for approval. To submit the project for approval, see Submitting a Project.
   • To refresh and reflect the changes to the storefront, click Refresh.

Refreshing the SKU Prices 

The Refresh option initiates the pricing delta indexing feed to update the price changes in the SOLR server. The updated prices are then displayed on the storefront.

To refresh the SKU prices, 

1. Click SKUs in the left navigation panel.
2. Click the desired SKU row.
   
   The Prices page of the SKU appears:
   
   
3. Click Refresh.
   The SKU prices have been refreshed, reflecting the price changes on the storefront.

Updating the Price of a SKU

To update the price of a SKU,

1. Click SKUs in the left navigation panel.
2. Click the desired SKU row.
   
   The Prices page of the SKU appears.
   
3. Point to the desired price.
4. Click the edit icon of a particular price.
   The Select Project pop-up opens if the project is not selected:
   
   
5. Select or create a project.
6. Update the necessary price details.
   Note:
   • Enable the collection property allow_zero_pricing to set zero in the price values. 
   • To make the price details updated, submit the project for approval. To submit the project for approval, see Submitting a Project.

Deleting the Price of a SKU

You can delete the tier, schedule, subscription, and bundle prices of a SKU.
Note: To delete the evergreen price, enable the collection property allow_to_delete_evergreenprice. 

To delete the price of a SKU,

1. Click SKUs in the left navigation panel.
2. Click the desired SKU row. 
   
3. The Prices page of the SKU appears.
   
4. Hover over the desired price.
5. Click the delete icon.The Select Project pop-up opens if the project is not selected:
   
6. Select or create a project.
   
7. In the pop-up, click the Delete button.
   
   Note: To delete the price detail, submit the project for approval. For instructions on submitting the project for approval, see Submitting a Project.

Import Tab

As a Pricing Admin or Editor, you can:

• Download a sample template – Download and use the sample sheet (.xlsx) to update all necessary price details.
• Import the Price Details – Upload and import the updated sample sheet (.xlsx) into the Import section by browsing or dragging and dropping the sheet via a project for a specific locale.

Downloading a Template

To download a template,

1. Click the Import tab.
2. Click the Download Template button to download a sample Excel sheet to your local system for importing price details.
3. Enter the required information in the sample Excel sheet.
   Note: For importing price details, see Importing Price Details.

Importing Price Details

To import price details,

1. Click Import in the left navigation panel.
   The Select Project pop-up opens.
   
2. Select the required project:
   
   Note: If required, download a template. To download a template, see Downloading a Template.
3. From the locale drop-down menu at the top right of the screen, select the appropriate locale.
4. Drag and drop the updated Excel (.xlsx) file from your local computer into the Import Document section.
   (OR)
   Click the Add File button to upload the file from your local computer.
   
5. After a successful upload, click the Start Import button to import the price details.
   Note: To delete the uploaded file, click the icon.
   
6. After a successful import, you can view:
   • The import summary.
   • The import history.

Note: If there is an error in the import feed, you can click the New Import button to import a newly updated sheet.

Import Summary

Once the import is successful, you can view the import summary in the Summary section.

Note: If an import fails, you can download and view the failed items along with the reasons for the failure by clicking the Download Failed Items button.

Import History

In the Import History section, the history of all price detail imports is maintained under the Import tab.

The following table describes the column in the Import History section:

Column	Description
Imported file	View and download the imported file to your local computer by clicking the Imported File link.
Project ID	View the project ID associated with the import of price details.
Date (UTC)	Timestamp of the import.
User ID	Identification of the logged-in user.
Status	Import status of price details. The possible statuses are, SUCCESS, PARTIAL, and FAILED.
	View the import summary of a particular imported price detail by clicking this icon.
	Download and view the failed items with the reasons for the import failure.

Feeds

Overview

The Pricing Admin console allows you to manage pricing feeds through the Feeds dashboard. For more details on pricing feeds, refer to the page Feeds – Pricing. Feeds play a crucial role in processing pricing data and synchronizing within the Pricing system. Each feed can contain multiple feed jobs (batch jobs), and each feed job can have multiple schedules.

Note:

• Additionally, users can view the feeds associated with a specific Pricing collection from the collections management page. For more details, see Managing Collections of a Microservice.

Pricing Feeds Dashboard

Using the Pricing Feeds dashboard, you can:

• View Job Schedules: Users can see the schedules for each feed job. See View the job schedules of a feed job.
• Monitor Running Jobs: Real-time details of running feed jobs are available. See View the running details of a feed job.
• Edit Feed Jobs: Users can modify existing feed jobs. See Edit a Feed job.
• Retrigger Job Schedules: If needed, users can retrigger specific schedules. See Edit or retrigger a job schedule.

Viewing the Job Schedules of a Feed Job

To view the job schedules of a feed,

1. In the Pricing homepage, click Batch Jobs in the left navigation panel.
   
   The list of feeds of the Pricing service is displayed:
   
2. Click on a feed to view the feed jobs.
   
   Note: If you want to view the running details of a feed job, click History of a feed job.
3. Click on a feed job to view the job details and schedules.
   
   The feed job details and schedules are displayed:
   
   Note:
   • The Created Time field displays the date and time when a feed job was initially created. This timestamp provides essential information about the job’s origin and allows users to track its history.
   • The Updated Time field shows the date and time whenever a feed job is updated. Users can refer to this timestamp to monitor changes made to the job, ensuring accurate and up-to-date information.

Viewing Running Details of a Feed Job

To view the running details of a feed job,

1. Navigate to the Job Details and Job Schedules page. For more information, refer to View the Job Schedules of a Feed.
2. Click History in the left navigation panel:
   
   The history of running job schedules is displayed, including History ID, Run Request ID, Status, Start Time, and End Time:
   
3. Click on a feed job run history.
   The feed job run history details and the summary of the selected history appear:
   
   The following table explains the above screen:

   Button/Section	Purpose
   	To view the summary of the completed feed run history in JSON format: Note: The summary details display a URL link to navigate and download the error or output files of the feed job.
   	Appears for the completed feed run to retrigger again. To retrigger a completed feed run, see Edit or Retrigger a Job Schedule.
   	If the feed run for importing items is only partially completed, you can use this button to download and view the failed items.
   	To view the log details of the feed run:

Editing a Feed Job

You can edit a feed job using the edit icon on the Job Details page.

To edit a Pricing feed job,

1. Navigate to the Job Details and Job Schedules page. For more information, refer to View the Job Schedules of a Feed.
2. Click the edit icon:
   
   The feed job details appear:
3. Edit the details.
   The following table provides the field description to edit a feed job:

   Field	Description
   Name	Ensure that the feed job name is descriptive and accurately reflects its purpose.
   Description	Update the description of the feed job to provide clear context and usage information.
   Status	Choose one of the following options: ACTIVE: Active feed jobs will be triggered as scheduled. INACTIVE: Inactive feed jobs will not be triggered.
   Max Run Time	Specify the maximum running time (in seconds) for the feed job. If the execution exceeds this limit, the feed will be terminated.
   Add Job Params	Click the Add Job Params button to include additional job parameters. Each parameter consists of a Property Key and a corresponding Property Value. Note:  The property key-value pair directly impacts the configuration of the active job execution.

4. Click the Save button to save the updated feed job details.

Edit or Retrigger a Job Schedule

To edit or retrigger a job schedule,

1. Navigate to the Job Details of a feed. For more information, refer to View the Job Schedules of a Feed.
2. Click on the desired job schedule: The schedule details are displayed:
   Note: To retrigger the schedule, click the Retrigger button.
3. Click the edit icon.
   
4. Edit the details.
   The following table provides the field description to edit a feed job schedule:

   Field	Description
   Name	Update the name of the job schedule.
   Description	Update the description of the job schedule.
   Status	Change the status to any one of the following: ON DEMAND: The feed job is triggered immediately if it is scheduled to run the feed. INACTIVE: The feed will not be triggered. SCHEDULED: The feed job will be triggered repeatedly in a given interval of time. The time interval is specified in the field Repeat Interval.
   Batch Interval	Specify the period between feed schedules (in seconds). The feed’s start time is updated based on the batch interval.
   Repeat Interval	Update the frequency interval in seconds. The feed will be triggered repeatedly by this interval.
   Last Run Time	Update the last running time of the feed job.
   Max Run Time	Update the maximum running time (in seconds) of the feed job. The feed will be terminated if it exceeds this limit.
   Start Time	Update the start time of the feed job.
   End Time	Update the end time of the feed job.
   Add Job Params	Click the Add Job Params button to add another job parameter with a Property Key and Property Value. Note: This property key-value pair impacts the configuration of the active job execution.

5. Click the Save button to save the job updated schedule details.

Managing Price Rules

In the context of Infosys Equinox Commerce, managing price rules is essential for creating a customized pricing response to the storefront. Let’s delve into the details:

What Is a Price Rule?

• A price rule is a set of instructions crafted by a merchant. It defines how pricing should be determined based on various conditions.
• These conditions can include user context (such as user type or segment) and the user’s specific step in the customer journey.
• Price rules fetch prices from a designated price list and may apply additional steps, such as discounts (price adjustments) and roundoff to a specific format.

API Response and Price Rules

• When an API responds with pricing information, it adheres to the instructions specified in the price rule.
• Notably, the price rule is optional. Some stores may rely solely on direct price lists without any additional price rules.
• In Infosys Equinox Commerce, a price rule exclusively affects the Transaction Price, leaving other prices untouched in the API response provided to the storefront.

Key Points

• Customization: Price rules allow merchants to tailor pricing based on specific criteria, enhancing the user experience.
• Transaction Price Focus: Price rules impact the final transaction price, ensuring consistency and accuracy.
• Price Lists: Stores can associate different price lists with specific regions or contexts.
• Data Integrity: Store associations maintain data integrity by restricting price list choices within the same collection.

All Price Rules Page

On the All Price Rules page, you have several options for managing price rules. Let’s explore each of them:

1. Search for Price Rules: Use the search functionality to find specific price rules based on criteria such as rule name, price rule ID, and status.
2. Create a Price Rule: To define a new pricing instruction. This allows you to set up a custom pricing response for the storefront. Price rules typically involve conditions (context) such as user type, segment, and customer journey step. You can fetch prices from specific price lists and apply additional steps like discounts or rounding. For more information, see Create a Price Rule.
3. View and Edit Price Rules: Click on an existing price rule to view its details. You can also edit the rule if necessary. For more information, see view and/or edit a price rule.
4. Sort Price Rules: You can organize the list of price rules by sorting them based on the rule ID, name, or status by clicking the column headers to sort in ascending or descending order.
   

Note:

• The pagination option appears on all screens that contain the price rule information.
• To navigate to the next page, click Next.
• By default, 10 rows per screen will be displayed.

Creating a Price Rule

To create a price rule,

1. In the left navigation panel, click Price Rules.
   The All Price Rules page appears:
2. Click the Create Price Rule button.
   The Create Price Rule page appears:
   Note: To update and apply the price rule changes in the storefront, click the Refresh Product Data button.
3. Enter or select the required information in the following fields:
   

   Field	Description
   Price Rule Name*	Enter the name of the price rule. The value can contain up to 200 characters, including special characters.
   Description	Enter the description of the price rule.
   Status*	Select the appropriate status for the price rule from the drop-down menu. The possible statuses are: Active – Indicates the active status of the price rule. Only the active price rules will be applied. Inactive – Indicates the inactive status of the price rule. Inactive price rules will not be applied and should not be associated with a store or contracts. You can change the status to ‘Active’ later if required.

   Note: Fields marked with * are mandatory.

4. Build the price rule diagram using the tools given below:
   

   Tool	Usage
   	To drag and drop the price rule diagram.
   	To select a portion of the price rule diagram.
   	To start an event.
   	To end an event.
   	To select multiple gateways based on a condition and its values. To construct a gateway, Add a Start node. Add a Gateway node. Add a FETCH PRICE node. Add a condition by clicking the arrow available between the Gateway node and the FETCH PRICE node as shown below: Choose a value for the condition as shown below: For example, the gateway with a condition: Note: The conditions and their values can be configured via a collection property. For more information, refer to Configuring Context Input Parameters for Price Rule.
   	To fetch the prices from a price list. To select a price list in a FETCH PRICE node, Click the FETCH PRICE node. Select a price list from the Price List Name list. For example, the FETCH PRICE node with a price list:
   	To process the retrieved prices. To construct a PROCESS PRICE node, Add a PROCESS PRICE node. Select an adjustment option using the right-side panel if required. Note: To know more about the price adjustments, see Price Adjustments in Glossary. Enter a value for the selected price adjustment method if required. The value can include up to two decimal places. Select a round-off option in the right-side panel if required. Note: To know more about the price round-offs, see Price Round Offs in the Glossary section. Enter a value for the selected price round-off method if required. The values include 0.99, 0.49, 0.29, 0.00, etc. For example, the PROCESS PRICE node can be:

   Note:

   • For the sample price rule diagrams, see Sample Price Rule Diagrams.
   • To add a new node, you can either drag and drop the required tool icon available on the left panel or click the required tool icon available next to the existing node:
5. Click the Save button to save the newly created price rule.
   Note: To discard the changes, click the Cancel button.

Configuring Context Input Parameters for Price Rule

To set up context input parameters (conditions) and their values that will apply to the price rule, configure the collection property pricerules_config.  The value must be in a JSON format. For example, to set up conditions and their values based on the customer type, you can configure the JSON as shown below:

Note: You can configure the collection properties while Creating a Collection and Updating a Collection. Also, see Collection Properties.

Sample Price Rule Diagrams

Below are the use case diagrams illustrating the price rule for your reference:

1. Use Case Diagram 1
2. Use Case Diagram 2

Use Case Diagram 1

The following price rule diagram shows how the prices are processed from different price lists based on the shopping flow:

Use Case Diagram 2

The provided use case diagram illustrates the process of calculating prices from different price lists based on the user tier.

Viewing or Editing a Price Rule

To view and/or edit a price rule,

1. In the left navigation panel, click Price Rules.
   The All Price Rules page appears:
2. Click the desired price rule.
3. Click the edit icon.
   Note: To clone a price rule, see Cloning a Price Rule.
4. Update the necessary price rule details.
5. Click the Save button to save the updates.
   Note:
   • To discard the changes, click the Cancel button.

   • To update and display the changes in the storefront, click the Refresh the Product Data button.

Copying a Price Rule

You can duplicate an existing price rule to create a new one with the necessary modifications. By clicking the Copy button, the details of the existing price rule, such as name, description, status, and price rule diagram, are transferred to the new price rule. This process saves time and effort compared to creating a new price rule from scratch.

To copy a price rule,

1. In the left navigation panel, click Price Rules.
   The All Price Rules page appears.
2. Click the desired price rule to be copied.
3. Click the Copy button.
   The Create Price Rule page appears with the copied price rule details.
4. Make the necessary changes.
5. Click the Save button to copy a price rule.
   Note:
   • To cancel the copying of the price rule, click the Cancel button.
   • To refresh and reflect the changes in the storefront, click the Refresh the Product Data button.

Managing Price Types

In Infosys Equinox Commerce, managing price types is essential for configuring pricing and currency settings. Let’s delve into the details:

There are two main types of price types: default price types and custom price types.

• Default Price Types: These are predefined and cannot be edited.
• Custom Price Types: You can add and edit custom price types according to your business needs.

The Price Types and Currencies of a store are managed via settings of the Price Types.

On the Price Types landing page, you can:

• Add Custom Price Types: Create new custom price types tailored to your specific requirements. See Add a Custom Price Type.
• Edit Custom Price Types: Modify existing custom price types as needed. See Edit a Custom Price Type.

Note:  The custom price types mentioned in the collection property defaultfacets are automatically created when you create a new pricing collection. 

Adding a Custom Price Type

To add a price type,

1. Click Price Types in the left navigation panel.
2. Click the Add Price Type button.
   The Price Type Name pop-up opens:
3. Enter the name in the Price Type Name field.
   
   For example, you can create the following custom price types for implementing an MLM (Multi-level Marketing) scenario,
   • PV – Holds the point volume.
   • CV – Holds the commission volume.
   • SB – Holds the sharing bonus.

   Note: For more details, see Configuring a Promotion with PV and CV Discounts.

4. Click the Save button.
   Note: To discard the changes, click the Cancel button.

Editing a Custom Price Type

To edit a custom price type,

1. Click Price Types in the left navigation panel.
2. Click the edit icon of the desired price type.
   The Price Type Name pop-up opens:
   
3. Update the name in the Price Type Name field.
4. Click the Save button.
   Note: To discard the changes, click the Cancel button.

Projects Approval Workflow

Based on business requirements, a Business Admin can enable or disable the project approval workflow. This is achieved by configuring the defaultprojectaccess property within a microservice collection.

Enabling or Disabling Project Access and Workflow

The Project Approval workflow can be enabled or disable based on the collection properties <a href="https://developer.infosysequinox.com/microservices/pricing/pricing-collection-properties/#defaultprojectaccess">defaultprojectaccess</a> and <a href="https://developer.infosysequinox.com/microservices/pricing/pricing-collection-properties/#disable_project_workflow">disable_project_workflow</a> configured for the Pricing service.

Note: You can configure the collection property while creating or updating a collection.

The three different Project Approval workflow flows are:

Function	Description	Collection Property
		defaultprojectaccess	disable_project_workflow
Mandatory Project Approval workflow	All additions and changes to data require approval by a microservice manager role (for example, Pricing Manager) before they can take effect. The approval process requires a project approval workflow, which is managed via the Projects option visible in the header. The Select Project screen automatically displays as a mandatory option until all additions and changes are associated with a project for approval.	Disable	Disable or Enable   Note: The “disable_project_workflow” will work only when “defaultprojectaccess” is enabled.
Skip Project Approval workflow	All additions and changes to data directly take effect and do not require approval by a microservice manager role. The Projects option will not be visible in the header. The additions and changes are saved to the default project. The Select Project screen will not be shown.	Enable	Enable
Optional Project Approval Workflow	All additions and changes to data directly take effect. If the data requires approval by a microservice manager role, the project approval workflow can be initiated via the Projects option visible in the header. The additions and changes are saved to the default project. The Select Project screen appears only when you click on the Projects option, allowing you to associate the additions and changes to a project for approval.	Enable	Disable

Managing Project Approval Workflow

The project workflow is the process of managing price details via the project. In the project workflow, you can create or select a project to add or update price details. When you initiate the addition or update of price details, a project select pop-up opens, allowing you to select or create a project to include the price details. The project workflow is managed via a feed process and controlled by various statuses.

The possible project statuses are:

Status	Definition
Open	The default status upon project creation or if the project has been reopened by the Pricing Admin for correction. At this status, the details within the project can be edited.
Submitted	Changes submitted to the Pricing Admin for approval.
Approved	Changes approved by the Pricing Admin; the approved price details are live.
Approval Inprogress	Changes approved by the Pricing Admin and the approval feed is in progress.
Approval Failed	Changes approved by the Pricing Admin, but the approval feed failed. changes approved by Pricing Admin and the approval feed is failed. Note: The Approve button will be available in the UI to approve the project again, triggering a new approval feed.
Denied	Changes rejected by the Pricing Admin; the project cannot be opened or submitted further.

In the project workflow, you can:

• Create a project to wrap new and/or update of price details.
• View and/or edit project details and price details.
• Submit a project with price details.
• Approve, deny, or reopen the submitted project.

Creating a Project

A project can be created to wrap new and/or updated price details.

To create a project,

1. Click Projects at the top right-hand side of the Pricing console header.
   
   The Select Project pop-up opens:
   
   Note: Alternatively, the Select Project pop-up opens while adding or updating price details.
2. Enter the project name, and then click the Create Project button.
   
3. The project is created with OPEN status:
   Note:
   • The project name must be unique from all other existing project names regardless of the project status.
   • To view and/or edit the project details, see Viewing and/or Editing Project Details.

Viewing, Editing Project Details

To view and/or edit project details,

1. Click Projects at the top upper-right side of the Pricing console header.
   
   The Select Project pop-up opens:
   
   
2. In the Select Project pop-up, you can view:
   • the list of projects, which are in the OPEN status.
     
     Note: By default, only the projects, which are in the OPEN status are listed in the Select Project pop-up.
   • all the projects by clicking View All in the Select Project pop-up.
     
     All the projects are listed in the Projects page:
     
3. Click Details against your desired project name to view the project details.
   
   The project details page opens.
   • In the project details page, you can:
     • View project details and price details that are new or updated through this project.
       
     • Update only the project name and project description. To update the project name, click the edit icon, and then update the project name.
       

Submitting a Project

Once the new and/or update of price details are completed, the project can be submitted for approval.

To submit a project,

1. Click Projects at the top upper-right side of the Pricing console header.
   The Select Project pop-up opens:
   
2. View the project details by following any one of the methods:
   • Method 1: To see particular project details, click Details against your desired project name in the Select Project pop-up.
     
     The project details page opens.
     
   • Method 2: To view the list of project and view project details:
     • Click View All in the Select Project pop-up.
       
     • Click Details against your desired project name.
       
3. In the project details page, click the edit icon.
   
4. Click the Submit button to submit the project.
   
   The project status is changed to SUBMITTED automatically.

Approve, Deny, Reopen a Project by Pricing Admin

Projects in the Submitted status can be reviewed and either approved, denied, or reopened only by the Pricing Admin as part of the project workflow.

To approve, deny, or reopen a project,

1. Log in to the Foundation server for your business (URL provided by Infosys Equinox). For logging in, see Accessing the Pricing Console.
2. Click Projects at the top upper-right side of the Pricing console header.
   
   The Select Project pop-up opens.
3. View the project details by following any one of the methods:
   • Method 1: To see particular project details, click Details against your desired project name in the Select Project pop-up.
     
     The project details page opens.
     
   • Method 2: To view the list of project and view project details:
     1. Click View All in the Select Project pop-up.
        
     2. Click Details against your desired project name.
        
4. In the project details page, click the edit icon.
   
5. Perform any one of the following actions:
   
   The below table describes the actions to be performed:

   Click	To
   	Approve the submitted price details via a project.
   	Reject the submitted price details via a project.
   	Reopen the project for further correction of price details.

   Note: Once the project is approved or denied, the project cannot be edited further.

Pricing Page | topRevision History
2024-09-01 | JP – Improved the content using AI.
2022-12-20 | AN – Updated contents for 8.13 release.
2022-06-13 | AN – Revamped the SKU tab section and added collection properties.
2022-02-07 | AN – Minor copyedits.
2021-12-21 | AN – Updated contents for 8.11 release.
2020-12-04 | AN – Updated the import images.
2020-10-19 | AN – Updated the section Accessing the Pricing Console.
2020-04-13 | AM – Revamped this document.
2020-03-28 | AM – Minor copyedit.
2019-09-23 | AN – Updated contents for September 2019 release.
2019-07-28 | PLK – Copyedits.
2019-07-22 | JP – Updated contents for July 2019 release.
2019-05-20 | JP – Minor copyedits.
2019-05-08 | AN – Inserted images and updated the content format.
2019-05-04 | PLK – Updated for April 2019 release.
2019-01-23 | PLK – Page added and content uploaded. TOC and links added.