Tutorial: How Do I Create A New Price Adjustment Opportunity?

16 STEPS

1. This tutorial will teach you how to set up a new Opportunity.

2. Click the Set up new Opportunity button.

3. This will start the Opportunity Wizard.

You will first need to select a Market. This is the region you want to focus your analysis on.

4. Use the Search bar to quickly find the Market you want.

5. Next, select your baseline retailer. This will be your own business

Continue to follow the prompts on the Opportunity Wizard to select competitors, category and additional filters.

6. Once you have completed the Opportunity wizard, review your filters to check they are correct.

7. The product count threshold is between 1 to 500,000.

8. You will see an error message like this if the number of products returned exceeds the threshold.

Adjust your filters to reduce the number of products to continue.

9. Click the Back button to return to previous steps to amend or add to your filter selection.

10. Once you are happy with your selection click Continue.

11. Select a name for your Opportunity.

Choose naming conventions that are universal across your business.

12. Click Finish setup.

13. Your Opportunity will now start processing and be available soon.

14. The number of Opportunity runs your business has left can be seen at the top right of the page.

15. Once your Opportunity has finished processing, it will turn blue and clickable.

16. Look at the Last processed on column to see when Opportunities were last processed.

You have now completed the tutorial.