Pricing Preview

Pricing preview allows you to test and simulate pricing scenarios before applying them, ensuring accurate prices and avoiding errors. This guide covers preview and simulation features.

Overview

Pricing preview enables you to:

• Test pricing scenarios
• Simulate customer orders
• Verify rule application
• Compare pricing options
• Validate before changes
• Debug pricing issues

Accessing Pricing Preview

Navigate to Pricing → Pricing Preview to access the preview tool.

Understanding Preview

Preview Types

Type	Description
Quick Preview	Single item pricing
Order Simulation	Full order pricing
Rule Testing	Test specific rules
Scenario Comparison	Compare options
Bulk Preview	Multiple items

Preview Context

Context	Description
Customer	Customer pricing
Anonymous	List pricing
Channel	Sales channel
Date	Future/past date
Quantity	Volume pricing

How-To Guides

How to Preview Item Pricing

Quick Price Check

1. Go to Pricing → Pricing Preview
2. Enter or select:
   • Product/SKU
   • Customer (optional)
   • Quantity
3. Click Preview
4. View price breakdown

Price Preview Result

Price Preview: Widget Pro (SKU-001)

Context:
├─ Customer: Acme Corporation
├─ Quantity: 25 units
├─ Date: Today
└─ Channel: Web

Price Calculation:
┌────────────────────────────────────────────────────┐
│ List Price:                          $109.99/unit  │
├────────────────────────────────────────────────────┤
│ Customer Discount (15%):              -$16.50      │
│ Subtotal:                             $93.49       │
├────────────────────────────────────────────────────┤
│ Volume Discount (10%, Qty 25+):        -$9.35      │
│ Unit Price:                           $84.14       │
├────────────────────────────────────────────────────┤
│ Line Total (25 units):             $2,103.50       │
│ Tax (8%):                            $168.28       │
│ Total:                             $2,271.78       │
└────────────────────────────────────────────────────┘

Applied Rules:
├─ Customer Pricing: Acme Corp Special (Priority 1)
├─ Volume Discount: Standard Volume Tier (Priority 4)
└─ Tax: Default Sales Tax

Margin: $898.50 (43%)

How to Simulate Order Pricing

Order Simulation

1. Click New Simulation
2. Select customer
3. Add line items:
   • Products
   • Quantities
4. Review pricing
5. Adjust as needed

Order Simulation View

Order Simulation

Customer: Acme Corporation
Channel: Phone Order
Date: January 23, 2026

Line Items:
┌──────────────────────────────────────────────────────────────┐
│ # │ Product       │ Qty │ Unit Price │ Discount │ Line Total │
├──────────────────────────────────────────────────────────────┤
│ 1 │ Widget Pro    │ 25  │ $84.14     │ 23.5%    │ $2,103.50  │
│ 2 │ Cable Kit     │ 50  │ $23.99     │ 20.0%    │ $1,199.50  │
│ 3 │ Power Supply  │ 10  │ $49.49     │ 15.0%    │ $494.90    │
└──────────────────────────────────────────────────────────────┘

Order Summary:
├─ Subtotal: $3,797.90
├─ Shipping: $45.00
├─ Tax: $307.43
└─ Total: $4,150.33

Discounts Applied:
├─ Customer Discount: $677.10
├─ Volume Discount: $342.45
└─ Total Savings: $1,019.55 (19.7%)

How to Test Pricing Rules

Rule Testing

1. Go to Preview → Rule Testing
2. Select rule to test
3. Set test parameters:
   • Products
   • Customers
   • Quantities
   • Dates
4. Run test
5. Review results

Rule Test Results

Rule Test: Summer Promotion 2026

Rule Configuration:
├─ Discount: 25%
├─ Valid: Jun 1 - Aug 31, 2026
├─ Products: Seasonal Items
├─ Min Purchase: $50

Test Scenarios:
┌─────────────────────────────────────────────────────────────┐
│ Scenario 1: Basic Application                               │
│ Product: Beach Umbrella ($89.99)                           │
│ Result: ✓ Applied - $67.49 (25% off)                       │
├─────────────────────────────────────────────────────────────┤
│ Scenario 2: Below Minimum                                   │
│ Product: Beach Towel ($29.99)                              │
│ Result: ✗ Not Applied - Below $50 minimum                  │
├─────────────────────────────────────────────────────────────┤
│ Scenario 3: Non-Seasonal Item                               │
│ Product: Widget Pro ($109.99)                              │
│ Result: ✗ Not Applied - Not in seasonal category           │
├─────────────────────────────────────────────────────────────┤
│ Scenario 4: Outside Date Range                              │
│ Date: May 15, 2026                                          │
│ Result: ✗ Not Applied - Before valid period                │
└─────────────────────────────────────────────────────────────┘

Test Summary: 1 of 4 scenarios applied rule

How to Compare Pricing Scenarios

Scenario Comparison

1. Click Compare Scenarios
2. Set base scenario
3. Add comparison scenarios
4. Configure variables
5. View comparison

Scenario Comparison

Pricing Scenario Comparison

Base: Current Pricing
Scenario A: 10% Price Increase
Scenario B: New Volume Tiers
Scenario C: Customer Group Changes

Test Order: Acme Corp, 100 units Widget Pro

Results:
┌──────────────────────────────────────────────────────────────┐
│ Scenario     │ Unit Price │ Total     │ Margin │ Change     │
├──────────────────────────────────────────────────────────────┤
│ Current      │ $78.29     │ $7,829.00 │ 42%    │ -          │
│ Scenario A   │ $86.12     │ $8,612.00 │ 47%    │ +10%       │
│ Scenario B   │ $74.24     │ $7,424.00 │ 39%    │ -5%        │
│ Scenario C   │ $82.38     │ $8,238.00 │ 45%    │ +5%        │
└──────────────────────────────────────────────────────────────┘

Recommendation: Scenario C provides balanced improvement

How to Preview Future Pricing

Date-Based Preview

1. Set future date
2. Enter products
3. Select customer
4. Preview calculates:
   • Active rules at date
   • Scheduled prices
   • Expiring promotions

Future Price Preview

Future Price Preview

Date: March 1, 2026 (37 days from now)

Changes Effective by Date:
├─ Price Increase: Widget Pro $109.99 → $119.99 (Mar 1)
├─ New Rule: Q2 Volume Bonus (5% extra)
├─ Expiring: Winter Clearance (ends Feb 28)
└─ Scheduled: Spring Promotion (starts Mar 15)

Preview for Acme Corp, 25 units Widget Pro:

Current (Jan 23):
├─ Unit Price: $84.14
└─ Total: $2,103.50

March 1, 2026:
├─ Unit Price: $87.39
├─ Total: $2,184.75
└─ Difference: +$81.25 (+3.9%)

How to Debug Pricing Issues

Price Debug Tool

1. Enter problem scenario
2. Enable Debug Mode
3. View detailed calculation:
   • Each rule evaluated
   • Why applied/not applied
   • Calculation steps

Debug Output

Price Debug: Widget Pro for Acme Corp

Step-by-Step Calculation:

1. Base Price Lookup
   └─ List Price: $109.99 ✓

2. Customer Pricing Rules
   ├─ Rule: Acme Corp Special
   │  ├─ Condition: Customer = Acme Corp ✓
   │  ├─ Discount: 15%
   │  └─ Applied: Yes ✓
   └─ After: $93.49

3. Customer Group Rules
   └─ Skipped: Customer-specific rule applied

4. Volume Discount Rules
   ├─ Rule: Standard Volume Tier
   │  ├─ Condition: Qty >= 25 ✓
   │  ├─ Discount: 10%
   │  ├─ Stackable: Yes ✓
   │  └─ Applied: Yes ✓
   └─ After: $84.14

5. Promotional Rules
   ├─ Rule: Winter Sale
   │  ├─ Condition: Date in range ✗ (expired Jan 15)
   │  └─ Applied: No
   └─ No promotional discount

6. Final Price
   └─ $84.14/unit

Total Discount: $25.85 (23.5%)
Calculation Time: 12ms

How to Bulk Preview Prices

Bulk Preview

1. Upload product list or select category
2. Set common parameters
3. Run bulk preview
4. Export results

Bulk Preview Results

Bulk Price Preview

Parameters:
├─ Customer: Acme Corporation
├─ Quantity: 10 each
├─ Products: Electronics category (156 items)

Results Summary:
├─ Total Items: 156
├─ Average Discount: 18.5%
├─ Total List Value: $234,567
├─ Total Customer Price: $191,172
└─ Total Savings: $43,395

Price Distribution:
├─ 0-10% discount: 23 items
├─ 10-20% discount: 89 items
├─ 20-30% discount: 38 items
└─ >30% discount: 6 items

[Export to Excel] [View Details]

Advanced Features

What-If Analysis

Test hypotheticals:

• Price changes
• New rules
• Customer changes
• Volume scenarios

Price Optimization

Find optimal pricing:

• Margin targets
• Volume goals
• Competitive position
• Customer retention

API Preview

Programmatic access:

• Integration testing
• Automated validation
• External systems
• Batch processing

Approval Workflow

Preview before approval:

• Stakeholder review
• Impact analysis
• Comparison reports
• Decision support

Best Practices

Testing

• Test all scenarios
• Include edge cases
• Verify calculations
• Document results

Before Changes

• Always preview first
• Compare to current
• Check impact
• Get approval

Debugging

• Use debug mode
• Check each rule
• Verify conditions
• Trace calculations

Documentation

• Save test results
• Document decisions
• Share findings
• Archive scenarios

Configuration

Preview Settings

Navigate to Settings → Pricing → Preview:

• Default Customer - Test customer
• Debug Mode - Default on/off
• Cache - Preview caching
• History - Save previews

Display Settings

• Decimal Places - Price precision
• Show Breakdown - Detail level
• Compare Mode - Comparison options
• Export Format - Default format

Troubleshooting

Common Issues

Preview not matching actual

• Check date/time
• Verify customer
• Review rules active
• Compare settings

Rules not applying

• Check conditions
• Verify priority
• Review stackability
• Use debug mode

Slow preview

• Reduce items
• Check complexity
• Clear cache
• Optimize rules

Cannot save scenario

• Check permissions
• Verify storage
• Review limits
• Contact admin

Related Documentation

Return to Pricing Overview to explore all pricing features.