Sales Rules & Preferred Pricing

OVERVIEW

This guide walks you through crafting flexible pricing strategies, mastering Sales Rules, and simplifying workflows with Nabis.

UNDERSTANDING SALES RULES

Sales Rules is a pricing tool that allows businesses to set customized product pricing for specific retailers. Sales Rules provide flexibility and control in managing pricing strategies, ensuring they align with brand goals and customer relationships.

The Sales Rules feature has been revamped to streamline the process of creating and managing product pricing for brands on the Nabis platform. These updates will save time, improve pricing accuracy, and enhance the overall user experience for both brands and retailers.

HOW TO USE SALES RULES

Step 1: Access the Sales Rules Dashboard

• Navigate to the 'Sales' section on the Nabis platform, where you’ll find the 'Sales Rules' tab

• Use the dashboard to view, edit, or delete existing sales rules

Step 2: Create a New Sales Rule

1. Click the “Create Sales Rule” button to access the form to fill in.

2. Type in a name for your Sales Rule

3. Choose eligible retailers and products for this Sales Rules

• Use filters like credit rating for retailers or category for products

Select multiple retailers or products at a time using the bulk select feature to speed up your process

4. Review the Sales Rules Summary Card to confirm configurations.

Step 3: Manage and Update Sales Rules

Use the dashboard to:

• Edit active sales rules.
• Deactivate/reactivate rules.
• Download sales rules as a CSV file for inventory verification.
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Demo

Best Practices for Using Sales Rules

• Plan in Advance: Define your retailer and product criteria before creating sales rules to save time.
• Leverage Bulk Actions: Use filters and bulk select features to minimize repetitive tasks.
• Export for Review: Periodically download sales rules for internal audits and inventory checks.

Marketplace Restriction

With the launch of the new Sales Rules system, we no longer use Retailer Groups for managing Marketplace access. As a result, the “Allow Purchases” toggle has been moved and renamed to "Restrict Marketplace", now found in individual retailer settings.

Where to Find "Restrict Marketplace" switch

1. Go to the Accounts page.

2. Click on any individual retailer.

3. Navigate to the Retailer Settings tab.

4. You’ll see the Marketplace Restriction toggle there.

Head over to the Accounts page and click on a single retailer. Navigate to the "Retailer Settings" tab and there you will find the "Restrict Marketplace" switch

How to Tell if a Retailer Has a Marketplace Restriction

On the Accounts page, a red Marketplace Restriction icon will appear next to the retailer’s name if they are restricted.

Editing Marketplace Restriction settings in bulk?

To update this setting for multiple retailers:

1. Go to the Accounts page.

2. Select more than one retailer using the checkboxes.

3. You’ll see "Restrict Marketplace" and "Allow Marketplace" options appear at the top toolbar for bulk editing.

FAQs

1. What happens if a retailer-product combination is included in multiple sales rules?

If multiple sales rules exist for the same retailer and product, the system will always default to the lowest price to maintain pricing consistency. One can use search in the sales rules dashboard to easily filter a retailer or product to easily find that lowest price set.

2. Can I restrict specific retailers from viewing all my products on Marketplace?

Yes, retailers can be placed on Marketplace restriction via individual retailer settings, preventing them from viewing or purchasing any of your brand’s products.

3. How does the bulk selection feature work?

Use filters to narrow down products or retailers based on attributes like category, tags, sales history, or location. Then, select all filtered results with a single click.

4. Can I see who last updated a sales rule?

Yes, the dashboard provides a "Last Updated" timestamp along with contributor details for each sales rule.