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Automatic pricing rules

Automatic pricing rules screen in Octibiz

Overview

Pricing rules adjust sales prices automatically — for example along the competition or towards a target margin. A rule has three parts: what it applies to, how it calculates, and which limits it must not cross.

The limits are the most important part. A rule without a floor eventually calculates its way into a loss without anyone noticing — which is why the floor is part of the rule, not an after-the-fact report.

Core tasks

Create a rule. You define the scope (products, categories, channels), the calculation method and the limits.

Check the effect. Before going live, the rule shows which prices it would change.

Suspend a rule. Rules can be deactivated without deleting them — the scope then stays documented.

Fields in detail

A repricing rule changes selling prices automatically. That is powerful and risky at once — which is why the limits below are not decoration but the actual content of the mask.

FieldRequiredValues / formatWhat it does
Name nameyestext, max. 160 charactersWhat the rule is called.
Channel channelKeynotext, max. 100 charactersWhich sales channel the rule applies to. Different marketplaces demand different prices — that is exactly what the field is for.
SKU prefix skuPrefixnotext, max. 60 charactersWhich articles the rule acts on. Empty means all.
Rank sortOrdernonumberWhat wins when several rules match.
Brand brandIdnoone of your brandsFor which brand.
Active activenoyes/noWhether the rule has effect. A new rule belongs created off and checked in a trial run.

The calculation

FieldValues / formatWhat it does
Base baseSourcepurchase price or selling priceWhat is calculated from. Calculating from the purchase price is margin-driven, from the selling price market-driven.
Strategy strategycalculation chain (default) or market undercutHow the rule finds the price: by calculating (base, markup, fees) or by following the cheapest competing offer.
Undercut by (%) undercutPercent0 to 99By what percentage the cheapest competing offer is undercut. Market undercut only.
Undercut by (amount) undercutAmountamount, 0 or greaterBy what fixed amount it is undercut. Market undercut only.
Maximum age of the market reading marketMaxAgeHours1 to 168 hoursHow old the reading of the competing offer may be at most. If it is older the rule does not apply — better no new price than one based on the day before yesterday.
Markup (%) markupPercentpercentageThe markup on the base.
Surcharge surchargeAmountamountA fixed amount on top, for packaging say.
Channel fee (%) channelFeePercent0 to 99What the marketplace keeps. Without this figure you calculate yourself rich: the price taken is not the price received.
Shipping share shippingAmountamountWhat shipping cost is to be built into the price.
Rounding roundingnone, to …,99, to …,95, whole amountsWhat ending prices are rounded to.
Purchase price costAmountamountThe cost the calculation runs against.

The limits

FieldValues / formatWhat it does
Minimum margin (%) minMarginPercent0 to 99How much margin must remain at least.
Price floor floorAmountamount, 0 or moreHow low the price may fall. Without a floor a rule sells below cost — minimum margin and floor together are the actual guard.
Price ceiling ceilingAmountamount, 0 or moreHow high it may rise.
Result resolvedPriceamountThe calculated price. Visible in the trial run before it takes effect.
Assumed competing offer marketPriceamount, simulation onlySimulation only: the market price to calculate with. Without it a market-undercut rule returns no result in the simulation — and that is the answer: without a reading it does not apply in day-to-day operation either.

Every run is logged: which price changed and why. That is the way back when a rule does something nobody wanted.

Settings & permissions

  • View: repricer.rule.view
  • Create and change: repricer.rule.manage

Module flag: module.repricer. The rules feed into the system's price resolution — they do not replace it, they set a value the usual resolution then uses.

FAQ & troubleshooting

A price does not change. Check the limits first: the rule is probably hitting the floor.

Two rules apply to the same product. Then order decides. Make the scopes non-overlapping — otherwise the price depends on evaluation order.

The channel price differs. A channel can override the price; the rule then acts on the base price, not on the channel price.

repricer.repricer · Available from version 0.5.6