Conga Product Documentation

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Using Price Waterfall

The Price Waterfall page enables you to view and analyze the price for each line item. In addition to that, you can also make manual adjustments to the price points derived in the price pipeline to analyze the key performance indicators.

Launching Price Waterfall:

Launching Price Waterfall from the Actions menu

  1. Navigate to the Catalog.
  2. Click Add products.
  3. Click Go To Pricing.
    The Cart page is displayed.
  4. Click Analyze Price Waterfall. The Price Waterfall UI is displayed for the first line item.


To Launch Price Waterfall for a specific Line Item

  1. Navigate to the Catalog.
  2. Click Add products.
  3. Click Go To Pricing.
    The Cart page is displayed.
  4. Place the cursor on the line item and click the kabab menu of desired line item.


Analyzing Price Waterfall

  1. Navigate to the Catalog.
  2. Click Add products.
  3. Click Go To Pricing.
    The Cart page is displayed.
  4. Click Analyze Price Waterfall. The Price Waterfall UI is displayed for the specific line item.


    Field/ Icon/ Feature

    Description



    List of Line Items

    Displays a list of Line items added to the cart and Enter a keyword to search a required product/option, and the search will show the product/parent bundle and its options. Click the required option to view the waterfall chart.



    Price Summary

    The price summary of the cart line item.



    Waterfall Chart

    The waterfall chart is a bar graph where Line Item Fields are plotted vertically, and Cost is plotted horizontally. Click the editable or modifiable bar to update the values.



    Chart Options and Icons

    Per Unit and Gross tabs: Per Unit displays price waterfall in terms of unit prices. Gross shows price waterfall in terms of the gross price.

    Menu icons to display the Price waterfall information: You can select whether to view price waterfall in the form of a bar chart () or table ().



    Action buttons

    To Reprice or Finalize the cart.



    Line Item fields

    The cart line item fields are displayed based on the waterfall setup to a price pipeline. You must enable the 'Is Editable' to a cart line item field to edit the value while analyzing the price waterfall chart.

    Working with cart line item fields:

    1. Enter the desired values in the editable cart line fields.
    2. Click Reprice or Finalize.

Working with Manual Adjustments in the Price Waterfall UI

Suppose the price point is marked as modifiable in the price pipeline definition. In that case, you can make relevant manual adjustments to the particular price point in the Create Manual Adjustment window. Any manual adjustments you perform on the cart appear against the price point marked as a net price.

To add manual adjustments:

  1. Click the price point bar in the price waterfall chart.
    Note:

    You can click only if the price point is set as modifiable by the Admin in the price pipeline definition.

  2. Enter the following fields and click Apply to view the updated price waterfall chart.

    Field

    Description

    Name

    Enter a name for the adjustment.

    Adjustment Type

    Select adjustment type from the drop-down list.

    Note:

    You can only apply a % Discount as an Adjustment Type for the Net Price.

    Amount

    Enter the required adjustment amount.

    Apply To

    Select the source of price point from the following:

    • Previous: For the running price.
    • Prior Price Point: for the last point price.
    • List Price: For the List Price, which is the first price point in the waterfall chart.

To set adjustment type and amount for existing adjustments:

  1. Click the price point bar with existing adjustment in the price waterfall chart.
  2. Enter the following fields and click Apply to view the updated price waterfall chart.

    Field

    Description

    New Adjustment Type

    Select new adjustment type from the drop-down list.

    New Adjustment

    Enter the required new adjustment amount.

    Clear Override

    Click Clear Override to clear the adjustments fields.