> ## Documentation Index
> Fetch the complete documentation index at: https://docs.readyforcommerce.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Ready for Commerce is an ecosystem that currently contains two products, PIM and Repricer, standing on one shared foundation: one identity, one organization, one team, one bill. Do not call it a platform with features, and never hint at an unreleased product.
> PIM connects to Shopify, Amazon, Square, Google Merchant Center and BigCommerce. Repricer connects to Amazon, Walmart, Shopify, BigCommerce, eBay and Square. The two products do not share one list, and each integration is authorized separately inside each product. The roster grows on purpose, so describe what the product does and let a table carry which integrations do it today, instead of counting them or writing that only one does something.
> Integration is the word this product uses, and it is the default in the documentation: the connection, the account, the Integrations screen, the per-account settings and the sync state are all integrations. Channel is reserved for the narrow sense of a destination where a listing lives, as in a product being live on a channel or archived on the channel.
> Newegg is not a supported channel. Do not describe it.
> On Amazon, PIM manages the offer only: price, availability and condition. It does not publish listing content such as titles, descriptions, images or specifications.
> Sign-in is passwordless: a single-use code emailed to the user, or Google. There are no passwords anywhere, so never describe a password, a sign-up with a password, or an email confirmation link.
> There is no public API for customers and no customer-facing webhooks. There is no organization-wide activity feed and no audit export, but the PIM does keep version history on products, brands, categories, tags and specifications, with who changed what and a restore, so never write that changes are not recorded or that an edit cannot be undone. Do not describe capabilities that are not documented here.
> Never write that the products have no AI, and never write that anything is AI-powered. Both are wrong. The PIM's image Optimizer runs AI-backed transforms the seller starts on purpose: Upscale, Remove background, and the region selection behind Refine. The Repricer reads competitor prices off web pages on the server. No control, badge or tooltip in either product names AI, and the seller never writes a prompt, so describe what the buttons do in the app's own words instead of reaching for the word.
> A PIM product, brand, category or variant can be switched off per connected integration account. Hover the channel badge and the switch is beside the account name in the card that opens. It carries no visible caption, so never call it the Sync switch: Sync is only its accessible name. On a variant-grained provider, Amazon today, the switch moves into the variant editor. On a product it asks whether to delete it from the channel, archive it there, or leave it live. Disabling stops publishing, not reading. There is still no per-field sync toggle.
> The PIM's image Optimizer replaced a feature called Squarify, which no longer exists. It resizes to an aspect ratio or to exact dimensions, removes backgrounds, upscales, trims the transparent margin around a cutout and re-centers it, pads, fills and re-encodes, and it always publishes a new asset instead of changing the original. Nothing crops into the picture: the subject is always contained whole.
> The PIM has no repricing engine and never reacts to a competitor's price. It does build the price it publishes to each integration account from the seller's own fields, configured in that account's settings, so do not write that the PIM has no pricing rules.
> Neither product has an in-app notification center, bell or inbox. Notifications are delivered by email only.
> Billing is per organization and per product, and only the organization owner can see or change it. Team members are free and uncounted, so never describe seats or per-user pricing.
> The seller never picks a plan. Each product has twelve price tiers assigned automatically from usage: the PIM from catalog product count, which includes drafts and archived products, and the Repricer from trailing 30-day sales. Nothing is feature-gated by plan and exceeding a tier never blocks work, so never write that a feature requires a higher plan.
> A subscription that is past due or paused makes the product read-only, which stops repricing and blocks edits without deleting data. Only a canceled subscription locks the seller out. Nothing is ever charged without a payment method on file.
> Pages containing the text 'This page has not been written yet', or its Spanish equivalent 'Esta página todavía no está escrita', are placeholders. Do not treat their headings as documented behavior.

# Strategies

> A strategy is the set of rules Repricer follows to work out what a listing should cost, from what your price competes with down to how low it can go.

A strategy is the set of rules Repricer follows to work out what one of your listings should cost. It picks what your price is measured against, it says how your price reacts to that, and it sets the lowest price you are willing to accept.

Every listing has one strategy on it, and never more than one. What that strategy calculates is the price Repricer publishes, so a strategy is not a note you keep for later. It runs, on every listing that has it, from the moment you save it.

`Strategies` in the sidebar is where all of yours are. The table has one row per strategy, with the account and the region it works on and how many of your listings are on it. `Create strategy`, at the right end of the toolbar above the table, opens a wizard, and clicking any row opens that same wizard on the strategy you clicked.

You do not start with an empty table. Every region you turn on gets a strategy built for it, and every new listing gets that one. So something is already pricing your listings before you build anything yourself.

## Before you start

### What your role lets you do

You can read every strategy whatever your role. Changing one needs the Manager role.

| What you want to do | Analyst | Editor | Manager | Admin |
| --- | --- | --- | --- | --- |
| Read a strategy, and see how many listings are on it | Yes | Yes | Yes | Yes |
| Create, edit, duplicate or delete a strategy | No | No | Yes | Yes |
| Change which strategy a region gives to new listings | No | No | Yes | Yes |
| Put a strategy on a listing | No | No | Yes | Yes |

Below Manager, the table is still yours to read, and three things are different. `Create strategy` is not above the table, and the actions at the right end of each row are gone. Clicking a row opens the wizard titled `View strategy`, which you can page through and cannot save. Roles are set in [team, roles and permissions](/team#what-each-repricer-role-can-do).

### Saving a change reprices every listing on it

<Warning>
  Save a change to a strategy and every active listing on it is repriced right away. Nothing asks you to confirm, nothing counts the listings for you, and there is no earlier version to go back to.
</Warning>

There is no draft and no scheduled change here. `Update` is the moment your new rules start deciding prices, on all of the listings at once. A strategy with thousands of listings on it is worth reading twice before you touch it.

## How to build a strategy

<Steps>
  <Step title="Open the strategies table">
    Click `Strategies` in the sidebar. Above the table is a toolbar, and `Create strategy` is the button at its right end.
  </Step>

  <Step title="Say where you sell">
    The wizard opens by asking where you sell, as a grid of cards with one integration on each. Click the card for the account you are about to price, then click `Next` at the bottom right. An integration you have not connected cannot be picked.
  </Step>

  <Step title="Name it">
    On `Basics`, type a name into `Strategy Name`. `Select Account` and `Select Region` are under it, and each one appears only when you have more than one to choose from.
  </Step>

  <Step title="Choose how it competes">
    `Pricing` is where you pick what your price is measured against and how it reacts to that. Click `Next` through the steps after it, which are your price floor, your safety nets and your rounding.
  </Step>

  <Step title="Read the preview and save">
    The last step, `Preview`, runs your rules over up to 10 of your real listings and shows what each one would be priced at. Click `Create` at the bottom right.
  </Step>
</Steps>

That is the whole flow. Your strategy is at the top of the table right away, and it is pricing nothing yet, because a strategy does nothing until a listing is on it. Putting listings on it is a separate step, and it has its own section below.

Everything under here explains the table, the strategy you were given and the three actions on a row. You do not need any of it to build one, and [the strategy wizard](/repricer/strategies/wizard#how-to-build-a-strategy) goes through the steps one at a time.

## Every option in detail

The sections below follow the strategies table. They cover what its columns tell you, the strategy every region starts with, how a listing gets one, and each of the actions on a row.

### Reading the strategies table

| Column | What it shows |
| --- | --- |
| `Name` | What you called it, from `Strategy Name` in the wizard |
| `Description` | Your own note about what it is for. Empty until you write one |
| `Integration` | Where you sell, such as Amazon or Shopify |
| `Region` | The region inside that account, such as Amazon.com |
| `Connection` | `Active`, or `Inactive` while the account is disconnected or the region is turned off |
| `Listings` | How many of your listings are on this strategy right now |
| `Default` | `Yes` on the strategy new listings in that region get, and `No` on the rest |
| `Created` and `Updated` | When it was built, and when it was last changed |

`Connection` starts hidden, so turn it on from `Columns` in the toolbar when you want it. An `Inactive` strategy is not broken and nothing about it is lost: reconnect the account or turn the region back on and the column reads `Active` again by itself.

The toolbar, the filters and the pages under the table work the same way here as on every other table, and [filters](/repricer/filters) covers them.

<Accordion title="How the table is arranged before you sort it">
  Your rows come grouped by integration, then by region inside each integration, and inside each region the strategy with the most listings on it is first. So the row at the top of a group is usually the one doing the most work.

  Click a column header to sort on it instead, and [saved views](/repricer/saved-views) is where you keep an arrangement you want back tomorrow.
</Accordion>

### The strategy every region starts with

Turning on a region builds a strategy for it and marks it the default, so you never have a listing with nothing pricing it. It is called `Default Strategy for` and then the region's name, and those first three words are in English whatever language you use the app in.

Every new listing in that region gets the default put on it. That is why the `Listings` count can be in the thousands on a strategy nobody on your team built.

**Read it before you let prices go out.** Nothing in it came from your business, your margins or your cost, and it is pricing every listing you have. Open it from the strategies table, page through the wizard with `Next`, and you have read the whole thing in a minute.

<Accordion title="What the strategy you were given is set to">
  | Where it was built | What it aims at |
  | --- | --- |
  | An Amazon or Walmart region | The `Buy Box Price`, beaten by the smallest amount your currency has, and it goes after the Buy Box whenever the Buy Box is not yours |
  | A Shopify or Square region | A `30%` margin over your unit cost |

  Anywhere else you get one of those two, so open it and read which one you have.

  Both of them build the minimum price from your cost instead of from a number you type. A listing with no cost on it therefore has no floor to price against, and it shows as `Not working` until you fill the cost in. [Costs and fees](/repricer/listings/costs-and-fees) is where that number comes from.
</Accordion>

### Putting a strategy on a listing

A new strategy prices nothing until a listing is on it, and there are three places to put one there. All three need the Manager role.

| Where you are | What to do |
| --- | --- |
| On your listings table | Click `Listings` in the sidebar, then click the cell in the `Strategy` column and pick a name from the dropdown that opens in it |
| On one open listing | Go to its `Pricing` tab. `Strategy` is the first card in the left column, and it is a dropdown |
| On many listings at once | Check the boxes at the left edge of your rows on that same table, click `Assign Strategy` in the bar that appears above it, and pick a name |

Each of the three offers you the strategies built for that listing's own account and region, and nothing else. A listing on Amazon.com cannot take a strategy built for Amazon.ca, and a selection spread over two accounts needs the bulk action run once for each. [Bulk actions](/repricer/bulk-actions) has the rest of that.

A listing you move starts being priced by its new strategy on the spot, and the `Strategy` column on your listings table shows the new name.

### Editing a strategy that is already running

Click the row you want on the strategies table and the wizard opens on `Basics`, filled in. Every step is already complete, so you can click any step marker along the top to go straight to the one you came for.

Two things about saving surprise people. `Update` is only on the last step, so a change you make on `Pricing` is saved by walking to `Preview` and clicking it there. And `Update` stays gray until you actually change something, which is your sign that a strategy you only looked at cannot be saved by accident.

Closing the wizard with the × or by clicking outside it asks you whether to discard, with `Discard` and `Keep editing`, and only when you changed something. Your browser's back button closes it the same way.

**A strategy stays on the account and region it was built for.** The account and the region are only offered while you are creating one. They are not on `Basics` when you open a strategy again. To price a second region, build a strategy there.

### Making a different strategy the default

`Set default` is in the actions at the right end of a row on the strategies table. Click it and that strategy becomes the one new listings in its region get, and the one that was the default becomes an ordinary strategy. There is one default per region and the swap happens at once, so nothing is left without one.

**Your existing listings do not move.** They keep whatever strategy they are on. Changing the default only changes what happens to listings arriving from now on. To move the listings you already have, use one of the three ways above.

`Set default` is gray on the row that already is the default. Hovering it reads `Already the default strategy.`

### Duplicating a strategy

`Duplicate` is in those same actions at the right end of a row. It makes a second strategy with every setting copied, on the same account and the same region, and it is never the default. Your copy is at the top of the table right away, with no wizard to walk and nothing to confirm.

This is the fastest way to try a change. Duplicate the strategy that is working, edit the copy, put a handful of listings on it, and compare the two in [pricing activity](/repricer/pricing-activity) before you move the rest.

<Accordion title="What your copy is called when you duplicate the same strategy twice">
  The first copy takes the name of the original with `(Copy)` on the end. Duplicate the same one again and you get `(Copy 2)`, then `(Copy 3)`, counting up until it finds a name that is free in that region.

  Nothing stops you renaming a copy, and it is worth doing while you still remember what you changed. Open it and type over `Strategy Name` on `Basics`, then walk to the last step and click `Update`.
</Accordion>

### Deleting a strategy

`Delete` is the last of the actions at the right end of a row. It asks you to confirm first, in a dialog over the page naming the strategy, and the button on that dialog reads `Delete`.

Your listings are not deleted with it. Every listing on that strategy is moved onto its region's default, and each one is repriced under those rules. On a strategy with a lot of listings that is a large change made in one click.

`Delete` is gray on the row that is the default, and hovering it reads `Cannot delete the default strategy.` Make another strategy the default with `Set default` first. The one you wanted to delete is then an ordinary row you can remove.

### Limits

| What | Limit |
| --- | --- |
| `Strategy Name` | 100 characters |
| `Description (optional)` | 500 characters |
| Strategies on one region | No limit |
| Strategies you can create in a minute | 10 |
| Strategies you can delete in a minute | 5 |
| Strategies on one listing | 1 |
| Default strategies on one region | 1 |
| Listings the preview reads | 10 |

### What a strategy cannot do

| You cannot | Do this instead |
| --- | --- |
| Turn a strategy off, or pause one | Pause repricing on the listings, one at a time or with [bulk actions](/repricer/bulk-actions) |
| Move a strategy to another account or region | Build one on the region you want |
| Use one strategy across two regions | Build a second one there, with the same settings |
| Go back to how a strategy was set yesterday | Nothing keeps an earlier version, so set the values back yourself |
| Delete the default | Make another strategy the default with `Set default`, then delete this one |
| Delete several strategies at once | Delete them one row at a time |
| Give two strategies on one region the same name | Use a different name, or work on another region |

## When something goes wrong

### Why the button you want is gray or missing

| What you see | Why |
| --- | --- |
| No `Create strategy` above the table, and no actions on a row | Your role is below Manager |
| `Next` is gray, with a reason on hover | The step you are on is missing something, and the tooltip names it |
| `Update` is gray on the last step | You have not changed anything yet |
| `Set default` is gray | You are on the row that already is the default |
| `Delete` is gray | You are on the default, which cannot be deleted |
| A card on the first screen of the wizard cannot be clicked | Nobody has connected that integration yet |

### Messages you can get

| Message | What to do |
| --- | --- |
| `A strategy with this name already exists in this region. Please choose a different name.` | Two strategies on one region cannot share a name, and case does not make one different. Pick another name |
| `Enter a strategy name to continue` | Type something into `Strategy Name` on `Basics` |
| `Connect this channel first to create a strategy` | Connect that account under `Integrations`, or pick a card you already sell on |
| `You need an active subscription to make changes.` | Your subscription has lapsed. Reading still works, and [billing](/billing) is where it is fixed |
| `Too many requests. Please try again later.` | You went past 10 new strategies or 5 deletions in a minute. Wait a minute and carry on |
| `Failed to create strategy.` | Nothing was saved. Click `Create` again |
| `Failed to delete strategy. Please contact support.` | The strategy is still there and still pricing its listings. Reload the page and read the row before trying again |

## Where to go next

<Columns cols={2}>
  <Card title="The strategy wizard" icon="wand-sparkles" href="/repricer/strategies/wizard">
    Every step of the dialog this page opens, one at a time.
  </Card>

  <Card title="How a price is decided" icon="route" href="/repricer/how-pricing-works">
    The order Repricer works in, from the prices it reads to the one it sends.
  </Card>

  <Card title="Targets and modes" icon="crosshair" href="/repricer/strategies/targets-and-modes">
    What your price can be measured against, and how it reacts to that.
  </Card>

  <Card title="Bulk actions" icon="list-checks" href="/repricer/bulk-actions">
    Moving a page of listings onto a strategy in one pass.
  </Card>
</Columns>
