Description

Introduction

In B2B commerce, pricing is rarely one-size-fits-all. Businesses require customer-specific pricing models, negotiated contracts, volume-based discounts, and account-level agreements to maintain competitive advantage and strengthen long-term relationships.

This training on Customer-Specific Pricing & Contracts Configuration in Optimizely Configured Commerce provides a comprehensive, hands-on understanding of how to configure, manage, and optimize pricing rules and contract structures within the Optimizely Configured Commerce platform.

Participants will learn how to:

1. Configure customer-specific price lists
2. Set up contract-based pricing rules
3. Manage customer segments and account hierarchies
4. Implement tiered, volume, and promotional pricing
5. Integrate ERP pricing data
6. Test and validate pricing logic

By the end of the training, participants will be able to design scalable pricing architectures tailored to complex B2B requirements.

Prerequisites

1. Basic understanding of B2B eCommerce concepts
2. Familiarity with pricing strategies (tiered, contract, discount models)
3. Working knowledge of Optimizely Configured Commerce fundamentals
4. Understanding of ERP integrations (preferred but not mandatory)
5. Basic administrative access knowledge within the platform

Table of Contents

Module 1: Overview of Pricing Architecture in Optimizely Configured Commerce

1. Pricing framework overview
2. Pricing data flow architecture
3. Understanding pricing hierarchy
4. Default vs customer-specific pricing

Module 2: Customer Account & Segmentation Setup

1. Customer account structures
2. Bill-to / Ship-to relationships
3. Customer segmentation strategies
4. Assigning price lists to customer groups

Module 3: Configuring Customer-Specific Price Lists

1. Creating price lists
2. Assigning price lists to customers
3. Managing product-level pricing
4. Handling multiple currencies
5. Importing pricing data

Module 4: Contract-Based Pricing Configuration

1. Understanding contract pricing logic
2. Setting up contract agreements
3. Contract start/end dates
4. Contract-level overrides
5. Linking contracts to specific customers

Module 5: Volume & Tiered Pricing Rules

1. Quantity-based pricing
2. Breakpoint configuration
3. Tiered vs stepped pricing
4. Applying contract-based volume discounts

Module 6: Pricing Overrides & Hierarchies

1. Pricing precedence logic
2. Product-level overrides
3. Customer-level overrides
4. Conflict resolution strategies

Module 7: ERP Integration for Pricing

1. ERP pricing synchronization
2. Real-time vs batch pricing
3. API-based pricing retrieval
4. Error handling and validation

Module 8: Promotions & Special Pricing Programs

1. Special pricing campaigns
2. Time-bound pricing rules
3. Stackable vs non-stackable pricing
4. Testing promotional pricing

Module 9: Testing & Validation

1. Pricing simulation techniques
2. Test customer accounts
3. Order validation testing
4. Debugging pricing inconsistencies

Module 10: Governance, Performance & Best Practices

1. Governance models for pricing
2. Performance optimization
3. Scaling pricing for large catalogs
4. Security and access control
5. Real-world implementation case studies