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How to Create a Rule List for B2B Customer

  • On the left-hand side menu, expand the "B2B Prices" tab, and then go to the "B2B Rule Lists" tab.
  • In the top pane, you will see the available B2B rule lists.
  • To add a new list, from the menu in the upper left corner (hamburger menu), select the "Add" option.
  • Assign an appropriate name to the list.
  • Then assign the list an appropriate priority (the list with the highest priority value will be given the highest consideration).

⚠️ IMPORTANT! The highest priority should always be assigned to the rule list that concerns customers.

  • Next, from the dropdown menu, select who the rule list will apply to (Customer, Customer Group, Branch, Customer + Branch, All).
  • Click "Confirm and Close."

How to create a rule for a B2B rule list for customers

Inside each rule list, there are individual rules, and a single list can contain multiple rules. To create a new rule for a B2B customer rule list, follow these steps:

  • In the left-hand side menu, go to the "B2B Prices" tab and then click on the "B2B Rule Lists" tab.
  • In the upper pane, select the rule list by clicking on it or checking the checkbox on the left side.
  • In the lower pane, you'll see available rules for the selected rule list if they were defined earlier.
  • To add a new rule to the rule list, from the menu in the upper left corner (hamburger menu), choose the "Add" option.
  • Depending on the rule list you've selected (for Customer, Customer Group, Department, All), when creating a new rule, you can choose specific values from the dropdown list in the "For" section, such as customers, customer groups, departments, or customer+department.

Choose the type of rule you want to create:

  1. SKU (single index)
  2. Sales Group
  3. Type
  4. Supplier
  5. Subgroup/Brand
  6. Sales Group and Supplier
  7. SKU Group and Supplier
  8. Type and Supplier
  • Depending on the rule type you select, choose a specific value in the adjacent field, such as a specific index, sales group, SKU type, supplier, or subgroup.
  • Then specify the effective date for the rule.

💡 Information: The rule's end date is systemically set to the year 2099. But if you want to change it, you can go to the "Configuration" tab and set the default end date there.

  • Next, determine the calculation source for the price – discount, margin, markup, or price. Entering a value in one field will calculate values in the other fields.
  • Click "Confirm."

Additional Operations in the B2B Rule List Tab

Synchronization with ERP for Rule Lists

  • From the menu in the upper left corner (hamburger menu ) , choose the "Sync with ERP" option. At this moment, ePrice (via integration) sends the entered changes to the ERP on demand and updates the prices. A progress bar for the operation can be seen at the bottom of the screen.
  • (No integration – optional) In case there is no integration with the ERP system, you can perform synchronization through import. In such a situation, after pressing the "Sync with ERP" button, from the menu in the upper left corner (hamburger menu ) , choose the "Download Sync Files" option and download CSV files with a specific format.
  • The CSV files downloaded from ePrice are in .zip format, so extract them and then import them into the ERP system.

Importing Rule Lists from an XLSX File

  • From the rule list menu (hamburger menu in the upper window), choose the "Export Import Template" option.
  • An XLSX template file will be exported according to which you can add new rule lists or modify existing ones. Then save the file.

⚠️ IMPORTANT! If you're adding a new rule list, the ID of the rule list (column A) must be empty.

  • Next, from the rule list menu (hamburger menu in the upper window), choose the "Import from XLSX File" option.
  • In the appearing window, click "Choose File" or drag and drop the XLSX file into the window. Click "Confirm."
  • If everything is imported correctly, a notification about the successful import of the file will be displayed in the upper right corner.
  • However, if there are errors during the import, a notification about errors will also appear in the upper right corner. A file containing information about why a particular rule list was not imported is automatically downloaded. You should correct the XLSX file and import it again.

⚠️ IMPORTANT! Incorrect rows do not block the import of other rows.

  • After importing rule lists, from the rule list menu (hamburger menu in the upper window), choose the "Refresh" option.

Managing Rule Lists and Rules

  • To manage rule lists or specific rules, click on the action icon ( ) located on the right side of each row. As a Price Manager, you can perform the following actions on rule lists:

Preview a specific rule or rule list

Edit (you can edit the rule type, rule scope, calculation source)

Delete a specific rule or rule list

Exporting Rules to an XLS File

  1. In the upper window, select the appropriate rule list (click on it or mark the checkbox on the left side).
  2. From the rule list menu (hamburger menu in the lower window), choose the "Export to XLS File" option. The exported file will contain all rules from the selected rule list in the upper window.

⚠️ IMPORTANT! If you want to export only a portion of rules, you can filter the rules based on your chosen criteria.

Importing Rules to a Rule List

  • In the upper window, select the appropriate rule list (click on it or mark the checkbox on the left side).
  • From the rule list menu (hamburger menu in the lower window), choose the "Export Import Template" option.
  • An XLSX template file will be exported according to which you can add new rules or modify existing ones. Then save the file.

⚠️ IMPORTANT! If you're adding a new rule, the ID of the rule (column A) must be empty. The import is done through external IDs, so it's important that the appropriate columns are filled with external IDs, both in the import file and in the dictionaries (for "association" to occur).

  • Next, from the rule list menu (hamburger menu in the lower window), choose the "Import from XLSX File" option.
  • In the appearing window, click "Choose File" or drag and drop the XLSX file into the window. Click "Confirm."
  • If everything is imported correctly, a notification about the successful import of the file will be displayed in the upper right corner.
  • However, if there are errors during the import, a notification about errors will also appear in the upper right corner. A file containing information about why a particular rule was not imported is automatically downloaded. You should correct the XLSX file and import it again.

⚠️ IMPORTANT! Incorrect rows do not block the import of other rows – rules.

  • If you want to import the XLSX file despite errors (conflicts), such as conflicting effective date ranges, mark "Force Upload."
  • After importing rules, from the rule list menu (hamburger menu in the lower window), choose the "Refresh" option.

Rules for B2B customers

In this section, you manage rules from the customer's perspective. By selecting a customer in the top window, you can see all their assigned rules in the lower window, both individual and global.

How to manage rules for a customer?

  • Log in to ePrice.
  • From the left-side menu, navigate to the "B2B Rules for Customer" section.
  • In the top window, all customers are visible. To see the price lists for a selected customer, click on their name. You can also search for a specific customer by entering their name in the customer name column (click the funnel symbol or click the column name twice).