Pricing rules need the Scale plan or higher. You can open this page, read it, and look at the templates on any plan, but the master switch, New rule, and saving are locked with a note pointing at the upgrade.Pricing rules use no AI credits.
How the page is laid out
Open Pricing & Margins in Settings, under Import & Export.- Apply pricing rules on export is the master switch at the top. When it is off, exports use your prices exactly as stored, and every rule below is ignored. This is your one-click escape hatch.
- Pricing rules lists your rules in priority order, with Test on my products and New rule beside it.
- Rule defaults and Safeguards are accordions holding the settings that apply across all rules.
- Import price handling decides what happens to prices coming in.
- A sticky save bar appears once you change something.
Rule order matters
Rules run top to bottom, and the first rule that matches a product applies. Everything below it is skipped for that product. Drag a rule card to change its place in the order. That means specific rules belong above general ones. A rule for one brand on one marketplace should sit above a catch-all rule for that marketplace, or the catch-all will swallow it. If you do want more than one rule to apply to the same product, turn on Allow stacking on the rule. Stacked rules apply on top of what ran before them instead of stopping the chain.Create a rule
Click New rule. You can start from a recipe (Marketplace fee, Margins per brand, Protect my margins, Charm prices) or pick Start from scratch. Recipes just pre-fill the form, everything stays editable. As you build, an In plain words recap updates live and describes the rule in a sentence. If that sentence does not say what you meant, the rule is wrong.1
Rule details
Name it after what it does, for example “Kaufland +15%”. Add a description if others on your team will read it. Active controls whether the rule runs at all, and Allow stacking lets it combine with other matching rules instead of stopping the chain.
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Scope: pick your channels
Channels decides where this rule applies. Leave it on All channels, or choose from connected platforms, file exports (CSV, Excel), product feeds (all feeds or a specific one), and brand portals (all portals or a specific one). A rule with no channel restriction applies everywhere prices go out.
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Scope: pick your products
Use Quick add for the common cases: brand, supplier, category, or family. For anything more precise, build condition cards with Match all or Match any, using the same filter conditions you know from the products page, including custom attributes. A live ”≈ N products” chip tells you how many products the rule currently catches.
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Choose the calculation
Pick a calculation type and enter its value. The types are explained in the table below.
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Set rounding
Choose Project default, No rounding, 2 decimals, Whole numbers, Charm .99, or Charm .95. Switch on Also adjust sale price if the rule should apply to the sale price too, not just the regular price.
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Add safeguards
Optional limits that stop a rule from doing damage. Covered below.
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Check the previews, then save
Use Live example and Try it on a real product before you save. Both are covered below.
Calculation types
Cost plus markup and cost plus margin are not the same number. A 40% markup on cost gives you roughly a 29% margin. Name the one you actually mean, and use the previews to check.
Vary the value by brand, supplier, family, or category
A single rule can carry different values for different groups. Set Vary the value by to Brand, Supplier, Family, or Category, and you get a table where each entry has its own value. Add all pulls in every option, Set all to fills them in one go, and anything you leave blank falls back to the rule’s base value. This is what keeps your list short. One “Margins per brand” rule with a value table beats forty near-identical rules.Safeguards
Safeguards are limits that override the calculation when it goes somewhere you do not want. All of them are optional, and an empty field means “no limit”.
When a safeguard changes the outcome, the result is labelled so you can see it happened rather than wondering why the number looks odd. You will see chips like Margin floor applied, Raised to minimum price, Capped at maximum price, Change limited, Kept base price, No cost price, and Below cost.
Rule defaults
Two settings that apply across every rule:- When a product has no cost price: cost-based calculations cannot run without a cost. Choose Skip the rule, try the next one (the default), Keep the current price, or Keep the current price and flag it so you can find those products later.
- Default rounding: what Project default means on individual rules. Set it once here rather than on every rule.
Import price handling
Rules change prices on the way out, which raises a question about the way back in: if a channel sends you the price you exported, should WISEPIM store it?
Price match tolerance sets how close two prices must be before they count as the same, so rounding differences do not create noise.
Check your work before it ships
Three previews, from smallest to broadest.Live example
Inside the rule editor, enter a current price and a cost price and see the resulting Export price, plus a How it’s calculated trail showing each step. This is a sandbox, useful for understanding the maths without touching real data.Try it on a real product
Also inside the rule editor, but this one runs your actual product through the actual engine. You get the old price struck through, the new price beside it, and the margin and safeguard chips that applied. Use this one before you save.Test on my products
From the main page, Test on my products runs a sample of your catalog through your whole rule set at once. Pick a channel, or leave it on All rules, any channel. You get chips summarizing how many products were evaluated, how many were adjusted, and how many hit a safeguard, then a table with SKU, product, cost, before, after, margin, and which safeguards fired. It tests a sample of 25 products, and Run again draws a fresh one.Managing your rules
Each rule shows as a card in the list:- Drag the card to change its priority.
- The on/off switch disables one rule without deleting it.
- A calculation summary chip shows what it does at a glance, and a shield marks rules carrying safeguards.
- The menu holds Edit, Duplicate, and Delete. Duplicates are created inactive, so you can adjust a copy before it affects anything.
Where rules apply
Any channel a price leaves through can be scoped in a rule:- Connected platforms and marketplaces.
- CSV and Excel exports.
- Feed Hub feeds, all of them or one specific feed.
- Brand Portals, all of them or one specific portal.
Once rules are active, the price shown in your product list can differ from the price a channel receives. That is the point of the feature, but it is worth telling your team, so nobody spends an afternoon hunting a price mismatch that is working exactly as designed.
Act on what you find
A marketplace takes a commission
A marketplace takes a commission
Start from the Marketplace fee recipe, scope it to that platform’s channel, and use Percentage markup to cover the cut. Outcome: your net per sale on the marketplace matches what you earn on your own shop, without a second price list.
Some brands need a different margin
Some brands need a different margin
Use one rule with Vary the value by set to Brand, then fill the value table. Add all and Set all to get you a baseline in seconds, and you only edit the exceptions. Outcome: one rule to maintain instead of one per brand.
You want to protect your floor everywhere
You want to protect your floor everywhere
Start from Protect my margins and set Minimum margin. Run Test on my products afterwards and look at the Margin floor applied count. Outcome: you find out how many products were quietly being sold too cheap.
Prices should end in .99
Prices should end in .99
Add a rule from the Charm prices recipe, or set Rounding to Charm .99 on the rules you already have. Outcome: consistent price endings across every channel without editing a single product.
A partner should see their own price in a Brand Portal
A partner should see their own price in a Brand Portal
Create a rule scoped to that portal, then turn on Apply pricing rules in the portal’s Export & import settings. Outcome: one catalog serves several partner price levels. Check first: hide cost price and margin columns in the portal.
Something looks wrong and you need it to stop now
Something looks wrong and you need it to stop now
Turn off Apply pricing rules on export. Every export reverts to your stored prices on the spot, and nothing needs undoing because nothing was ever written to your products. Outcome: you stop the bleeding first and debug afterwards.
Related
Brand Portals
Show partner prices in a shareable catalog without changing stored prices.
Exporting Products
Where CSV and Excel exports pick up your rules.
Feed Hub
Scope rules to a single feed or to every feed you publish.
Discounts & Pricing
The other tool: change the prices actually stored on your products.