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Table 7-1 (Cont.) Manage Recommendations - Item Recommendations - Actions
| Field | Description |
|---|---|
| Actions | Price or Date override operation for the item is successful. Recalculate icon is added to denote that the recalculation of projected metrics is pending. |
| Actions | Price or Date override operation for the item is not successful. You must either modify the rounding criteria/tolerance used or modify the pricing logic (percentage versus price point). |
| Action - Wrap Text | Wrap the longer texts for better viewability. |
| Action - DD-MM-YY | When clicked, all the dates in the table are displayed in DD-MMM-YY format. |
Table 7-2 Manage Recommendations - Item Recommendations - Status
| Status | Description |
|---|---|
| Ready for Review | The optimization process is complete, and the run status and item recommendations are ready for review. |
| Reviewed | The analyst finished reviewing the price recommendations and changes the item recommendation status to Reviewed so that it is sent to the buyer for approvals. |
| Submitted | The recommendations have been reviewed and submitted or approved for execution. The recommendations are ready for export to other applications. |
| Approved | The recommendations have been reviewed and approved for execution. The recommendations are ready for export to other applications. |
| Rejected | The recommendations have been reviewed and rejected for execution. |
| Export Success | The export of recommendations to other systems have been successful. |
| Export Failed | The export of recommendations to other systems has failed. |
| Taken | The recommendations have been approved by an external system (for example, RPCS) and sent to LPO. |
| Auto Approved | The recommendations have been auto approved for execution as they have met the auto approval criteria. |
BI/Contextual Area Components
This section describes the UI components of the BI/Contextual Area.
| (a) | & = | |||
|---|---|---|---|---|
| snonte | ObStatus | x | ||
| é | Actions “ | View me | OO OV OE Det | |
| Name | ProcessStatus | StartTime | EndTime | |
| ag | Action All | @Successful | 2026-03-3121:2… | 2026-03-31 21:24:07 |
| DateOverrid… | ©Successful © | 2026-03-3013:3… | 2026-03-30 13:40:03 | |
| Date Overrid… | @ Successful | 2026-03-30 11:5… | 2026-03-30 11:57:48 | |
| DateOverrid… | @Successful © | 2026-03-3011:5… | 2026-03-30 11:53:07 | |
| Ruches | Date Overrid… | Successful | 2026-03-3011:4… | 2026-03-3011:45:48 |
| Jasic C eT | DateOverrid… | @Successful © | 2026-03-3011:2… | 2026-03-3011:23:25 = |
| “Crewnt -Rutfle * | PriceOverrid… | @Successful © | 2026-03-3012:5… | 2026-03-3012:53:55 |
| ae “BaShE | Recalculate | @Successful | 2026-04-02 19:0… | 2026-04-02 19:06:59 |
| eijae | Recalculate | @Successful | 2026-03-3013:2… | 2026-03-3013:26:37 |
-Alark
it > Recommendation
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Projected Metrics
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Product Hierarchy
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q > Product Attribute
il
- Location Hierarchy
n
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Custom Attributes
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Product Hierarchy
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Product Attribute
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Location Hierarchy
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Custom Attributes
OB k=
| Rules | x“ |
|---|---|
| Promotion Rules | |
| PROTHERPROMOMIN DescPCT | ox |
| PROOTHERPROMOMAMDISCPCT | 100% |
| PR MIN TIMEBETWEENPROMOS | i |
| PRMAMNUMPROMO | 23 |
| PR FIRSTPROMOMIMDISCPCT | ox |
| PR FIRST PROMO MAX DISC PCT | Loo. |
| MarkdownRules | |
| MROTHERMEONMINDSCRCT | ox |
MtOTHERMDMMAXDISCRCT | 100% |
MRMINTIMEBETWEENMKD | 1 |
| faRUANLM MERIDA | 3 |
| MRFIRST MCDA MEN DISC PCT | ox |
| MRFIRSTMXDNMAMDISCPCT | 100% |
MR ASS MAX MKD DISCPCT | 100% |
| Budget Rules | = |
| SINGLEBUDGETFLG | iN |
| BUDGET FLG | iN |
| BASE TOTAL BUDGET | 10,000,000 |
| PLANTOTALBUDGET | 20,000,000 |
PLANMARKIDOWNBLIDGET | 6,000,000 |
PLANBUDGETLEVEL | SETUP |
URWBIDET | #000000 |
BUDGET DISTRIBUTION TYRE | ‘Dptioally |
| PromoandMarkdown Rules | |
| MIN OH INV PCT | x |
| STHARDTGTFLG | iN |
SALVAGEVALUE | Qo |
| PRICINGOBJECTIVE | MAX_REWENUE |
| PeriodandSell-throughRules | |
| 07-May-23 - 13-May-23 | on ¥ i] |
| 14-May-23 . 20-May-23 | om. ¥ 4H |
| 21-May-23 ” 2TsMaye2S | ox ¥ N |
| 28-May-25 - 08-Jun-25 | ox. ¥ N |
| ‘04-Jun-25 - ihdun-23 | o% ¥ i] |
11-Jun-23 - L?-dun-23 | On ¥ N |
| 18-Jun-23 . 24-Jun-23 | Ox. ¥ N |
| 25-Jun-23 ” 01-Jul-25 | ons. ¥ N |
| O2-Jul-25 = 08-Jul-25 | om ¥ 4 |
| 9-Jul-25 = 15-Jul-25 | 15% ¥ N |
| 14-Jul-23 - 22-Jul-23 | on. i ¥ |
- a OBeke #8 Gen Al Explanation Explanation x Gen Al Explanation Al Explanation Explanation x | ; CrewneckThepart itemThepart itempart item item inCashmere questionis Sweater:white, the 310260_white- whichisCashmere questionis Sweater:white, the 310260_white- whichis questionis Sweater:white, the 310260_white- whichisis Sweater:white, the 310260_white- whichis Sweater:white, the 310260_white- whichis the 310260_white- whichis 310260_white- whichis whichisis ‘seeThe recommendedresulting ina price fThe recommendedresulting ina price f recommendedresulting ina price fresulting ina price f ina price f price f f of $34.99ical cabswas $34.99ical cabswasical cabswas cabswaswas of the the 2025 Summer season and falls season and falls and falls falls amount of 5,942 of 5,942 5,942 units. This price price u under the the 24-United States price none. The price none. The none. The The i ridationlele expected io ia Current Price of this item Price of this item of this item this item item is $34.99, while the the : @ of $137,895.59 for the effective the effective effective Fil Original Price, also knownas also knownas knownasas the Full Price,is Price,isis week, with an with an an optimal gross margin of ~ margin of ~ of ~ ~ | $48.99. The recommendation The recommendation recommendation for this item is $28,134.40. The effective percentage change The effective percentage change effective percentage change percentage change change ten basedonon its performance over time, including performance over time, including over time, including time, including of the ofiginal the ofiginal ofiginal price is 27%, indicating a indicating a a | a cumulative total gross margin cumulative total gross margin total gross margin gross margin margin of discount from the original from the original the original original price. The optimal optimal ‘+ $6,568,704.66andand cumulative total sales sales remaining Inventory for the effectiveweek effectiveweekweek is Rue anmount of $8,637,238.08, $8,637,238.08, with 151,706 151,706 units 187,527 units. units. & Bas sold as of the last loaded week. loaded week. week. Cres Histovical x The markdown budget used and promotion markdown budget used and promotion budget used and promotion used and promotion and promotion promotion gp sales data data shows that the item had the item had item had had budget used are used are are bath $0.00, indicating no no Rut | et sales sales amounts of $138,810.47 last $138,810.47 last last week. additional costs associated with markdowns costs associated with markdowns associated with markdowns with markdowns markdowns ; 1 $137,806.62 two weeks ago, $136,317.01 two weeks ago, $136,317.01 weeks ago, $136,317.01 ago, $136,317.01 $136,317.01 or promotions. promotions. The total number of number of of Bas | three weeks ago, and $91,146.17 four weeks ago, and $91,146.17 four weeks and $91,146.17 four weeks four weeks weeks gharkdoekva and pecinotion tebenstor the and pecinotion tebenstor the pecinotion tebenstor the tebenstor the the 1/4 age. Similarly, Similarly, the net sales units were 2,565 sales units were 2,565 units were 2,565 were 2,565 product location during location during during the season, including including aeag | MAR eth AEs tain eth AEs tain AEs tain tain weeks opr 2,500 tires opr 2,500 tires 2,500 tires tires the current recommendation, current recommendation, recommendation, are both 0. The both 0. The 0. The The wntks ago, and 1,798 and 1,798 1,798 four weeks aga, The net weeks aga, The net aga, The net The net net recommended discount percentagefor the percentagefor thefor the the a Tap gross margin also varied over these weeks, varied over these weeks, over these weeks, these weeks, weeks, item is 0%, and the user overridden discount is 0%, and the user overridden discount 0%, and the user overridden discount the user overridden discount overridden discount ribp | weeksWithWith $95,221.01ago,$91,428.61lastago,$91,428.61last$91,428.61lastlast week,three$92,436.94weeksthree$92,436.94weeks$92,436.94weeksweeks ago,two andtwo and and OM, bs there there vin User User Wid)ribp overrideperceritaiie’sIn thlealsocase. OM, bs thereperceritaiie’sIn thlealsocase. OM, bs thereIn thlealsocase. OM, bs there thlealsocase. OM, bs therealsocase. OM, bs therecase. OM, bs there | $60,169.50 four weeks ago. weeks ago. ago. Given that the ii Tap userOverride is False, the system-generated system-generated ihe.77 recommendation ains to ains to to optimize the item’s the item’s item’s AT Projected Metrics Projected Metrics Metrics pricingandand inventory managementbased managementbasedbased on Using the recommended price,the recommended price,the price,thethe projected Ribt these historical trends and perfonmance and perfonmance perfonmance metricsforfor the effectiveweek effectiveweekweek are: Bibl metrics. $137,695.59 im revenue, revenue, - $28,134.4 in gross $28,134.4 in gross in gross gross Low . 2 margin, 3,941 3,941 in forecasted sabes, and forecasted sabes, and sabes, and and pact,unitsunits a critical critical the These values is is GollRibRib bidsisiiaalweek,pact,unitsweek,pact,unitsandThewith 186,468 recommendationan dade initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa criticalThewith 186,468 recommendationan dade initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa criticalwith 186,468 recommendationan dade initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa critical 186,468 recommendationan dade initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa critical recommendationan dade initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa criticalan dade initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa critical dade initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa critical initial unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa critical unitshaveinventory in also thetakes ofbeenlast 338,174. actualintoa criticalhaveinventory in also thetakes ofbeenlast 338,174. actualintoa criticalinventory in also thetakes ofbeenlast 338,174. actualintoa critical in also thetakes ofbeenlast 338,174. actualintoa critical also thetakes ofbeenlast 338,174. actualintoa critical thetakes ofbeenlast 338,174. actualintoa criticaltakes ofbeenlast 338,174. actualintoa critical ofbeenlast 338,174. actualintoa criticalbeenlast 338,174. actualintoa criticallast 338,174. actualintoa critical 338,174. actualintoa critical actualintoa criticalintoa critical eoqectedalthough the182,527indicatethatinte remaining generate grossthealthough the182,527indicatethatinte remaining generate grossthe182,527indicatethatinte remaining generate grosstheindicatethatinte remaining generate grossthethatinte remaining generate grosstheinte remaining generate grossthete remaining generate grossthe remaining generate grossthe generate grossthe grossthenecommended margin sipniiicant inventory.is negative price revenueThese values is margin sipniiicant inventory.is negative price revenueThese values is sipniiicant inventory.is negative price revenueThese values is inventory.is negative price revenueThese values isis negative price revenueThese values is negative price revenueThese values is price revenueThese values is revenueThese values is VN account theprotects exit date of 2023-09-30 theprotects exit date of 2023-09-30protects exit date of 2023-09-30 exit date of 2023-09-30 date of 2023-09-30 of 2023-09-30 2023-09-30 suggesting that the product that the product the product product may not be be and we final ship final ship ship cate otsmellsmell profitable at this price at this price this price price point. The forecasted forecasted cale Pe | ensuringthe itemsthat lifecycle the pricing strategy and inventory aligns withthe itemsthat lifecycle the pricing strategy and inventory aligns with itemsthat lifecycle the pricing strategy and inventory aligns withthat lifecycle the pricing strategy and inventory aligns with lifecycle the pricing strategy and inventory aligns with the pricing strategy and inventory aligns with pricing strategy and inventory aligns with and inventory aligns with inventory aligns with aligns with with galesahiehand demandremaining for the inventory oroduct,ahiehand demandremaining for the inventory oroduct,and demandremaining for the inventory oroduct, demandremaining for the inventory oroduct,remaining for the inventory oroduct, for the inventory oroduct, the inventory oroduct, inventory oroduct, oroduct, whichvalues indicatemavvalues indicatemav indicatemavmav
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Table 7-3 (Cont.) Manage Recommendations - Price Override
| Price Type | Logic | Price Ladder Assigned | Calculation of Override Price |
|---|---|---|---|
| Promotion | Price point | Price point ladder (for example, 13.97, 15.97, 16.97, …) | Price point is applied as selected from the drop-down list. If a price point higher than the current ticket price is selected, that item’s price override will not be successful. |
| Markdown | Percentage | Percent off Original Price or Current ticket price ladder (for example, 10%, 20%, 30%…) | First % off ladders are converted into amounts either using the original or current price specified in the UI. After applying the discount as specified, the nearest price on the ladder subject to rounding criteria and tolerance is used. |
| Markdown | Percentage | Price point ladder (for example, 13.97, 15.97, 16.97…) | After applying the discount as specified, the nearest price on the ladder subject to rounding criteria and tolerance is used. |
| Markdown | Price point | Price point ladder (for example, 13.97, 15.97, 16.97, …) | Price point is applied as selected from the drop-down list. If a price point higher than the current ticket price is selected, that item’s price override will not be successful. |
This can be illustrated through an example. Consider Original Price as 159.99 and Ticket Price as 127.99 (20% Off). Suppose the price ladder supplied is of type PT (Percentage Off Ticket Price), with points {0%, 5%, 15%, 20%, 25%, 30%}. If the user requests 22% and uses Original Price, then translating the PT ladder with % off from the Original Price provides the following results: {159.99, 151.99, 135.99, 127.99, 119.99, 111.99}. So, 22% off on the Original Price would give us 124.792. Depending on the tolerance and rounding criteria, different results are possible, as explained below.
-
If tolerance is 0%, then 124.792 is not on the price ladder and the price override is unsuccessful.
-
If tolerance is 3%, then the tolerance is 3% * 159.99 = 4.7997. 124.792 +/- 4.7997 gives a lower bound of 119.99 and upper bound of 129.59. This means that price points 119.99, 127.99 are available for to be selected, depending on the rounding logic. If rounding is up, then best price that is close to 124.792 and within tolerance of 3% would give 127.99. If rounding is down, then best price that is close to 124.792 and within tolerance of 3% would give 119.99
Similar to Accept/Reject operation errors, the price override can only be calculated on items that do not have pending calculations and are in Ready for Review status only.
Date Override
Date Override is used to adjust the effective start and end dates for a promotion or the effective start date for a markdown recommendation. You can select the recommendations that are in Ready for Review status and click Date Override , which displays the Override Effective Dates screen, as shown in the following figure. You can select Price Type and then pick the corresponding dates from the date picker. The Price Type can be either Promotion or Markdown.
The Promo Bdgt Used and Mkdn Bdgt Used values are updated respectively after the recalculation, which reflects projected sales from the current date to the newly selected effective date. This behavior can be controlled using the configuration parameter PRO_DATE_OVERRIDE_RECALCULATE, where Y enables adjustment and N (the default) leaves the value unchanged.
x
Override Effective Dates
If you wanted to modify the effective start date for a Markdown recommendation, but accidentally selected both Promotion and Markdown recommendations, after the Date Override operation, the system would update only the effective start date, and the budget used value only for Markdown. Successful date overrides are shown with a green check mark and a recalculate icon; the latter indicates that this item must be submitted for a recalculation to adjust the projected metrics due to the date override.
Accept or Reject
Accept or Reject can be used to accept or reject the recommended price. Accept means that recommended price will be used for that item. Reject means that the item will be kept at its current ticket price. Accept or Reject operations can only be performed on items that do not have a Recalculate pending icon and are in Ready for Review status only; otherwise, it throws an error as shown in the following figures.
Accept/Reject
x
Select the set of recommendations © All(360) = © Selected (1) Select the action to be performed O Accept © Reject
Clicking Custom Budget opens the Custom Optimize to Budget screen, where you can specify a budget for promotions and markdowns (either together or separately), set the time frame, select your optimization objective, select price zones (all included by default), and choose whether to retain any work previously performed on recommendations.
To improve user experience, your selections for checkboxes, including Retain Overridden Promotions , Retain Overridden Markdowns , Include Planned Promotions , Retain Approved , Retain Reviewed , Retain Submitted , and Separate Budgets , are automatically saved and restored each time you access the Custom Budget window, even after actions such as Revert or Optimize . This ensures that your preferences are consistently applied across sessions and helps streamline your workflow.
The Revert option lets you reset prices back to the batch recommendations.