Create a Search Strategy

Search strategy is a set of key attribute combinations that determine pricing conditions. Depending on the key attribute combination, condition search can be specific or generic. The search strategy assigned to a pricing condition defines how a pricing condition template searches for pricing conditions. Well-designed search strategies can improve search results.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

User Permissions Needed
To create a search strategy step:

(CGCloud Business Admin

OR

CGCloud Retail Business Admin)

AND

Penny Perfect Pricing

  1. From App Launcher, find and select Search Strategies, and then click New.
  2. Enter a name.
  3. Enter a sort value.
  4. Activate the search strategy.
  5. Select a sales org.
  6. Enter a description.
  7. Save your changes.
Example
Example A few types of search strategy are Product Hierarchy Search and Customer Hierarchy Search.
  • Add a Search Strategy Step
    A search strategy consists of search strategy steps to be processed in a particular sequence. The sequence is defined by the sort column in the search strategy. The strategy steps link the key types to a search strategy. A search step can be exclusive (stop if a condition is found) or non-exclusive (executes all search steps). If multiple conditions are found, the system combines all of the conditions. For example, it’s possible to collect discounts spread over hierarchy levels.