Pricentrix User Documentation (Wiki Master)

1. What Is PricentrixCopied!

Pricentrix is a SaaS platform for competitive pricing intelligence. It helps teams compare their product prices against competitors by using an operating flow:

1. Configure account and competitors.
2. Import catalogs (own catalog and competitor catalog).
3. Match equivalent products.
4. Review comparative pricing reports.
5. Export findings and make pricing decisions.

Who should use itCopied!

• Pricing managers
• eCommerce operators
• Category managers
• Commercial analysts
• Revenue and strategy teams

Primary outcomeCopied!

Teams can detect if they are priced above, below, or aligned with market references and react faster.

2. Quick Start (10 Minutes)Copied!

Step 1: Verify your setup dataCopied!

• Open Account and set:
  • Base URL
  • Product Base URL
• Open Products and verify product names and prices.
• Open Competitors and verify competitor domains.

Step 2: Import competitor catalogCopied!

• Go to Catalog Imports > Import Competitor Catalog.
• Select a competitor.
• Choose one import method:
  • Paste/upload known competitor product URLs.
  • Create a scraping job.

Step 3: Track processing in JobsCopied!

• Open Reports > Jobs.
• Wait for import jobs to complete.
• If a job fails, review and fix input, then retry.

Step 4: Match productsCopied!

• Go to Catalog Imports > Product Match Wizard.
• Select a competitor (or all competitors).
• Link each internal product to competitor equivalent products.

Step 5: Review reportsCopied!

• Go to Reports.
• Review Competitive Pricing Summary and comparison views.

Success criteria:

• Competitor products imported.
• Product mappings created.
• Reports populated with actionable comparison data.

3. Main Navigation and ModulesCopied!

DashboardCopied!

Main operational home. Includes onboarding checklist and setup progress.

TablesCopied!

• Account: account-level base configuration.
• Products: internal product catalog.
• Competitors: competitor entities and domains.
• Product Type: classification.
• Users: team management (admin context).

Catalog ImportsCopied!

• Import Own Catalog
• Import Competitor Catalog
• Product Match Wizard

ReportsCopied!

• Competitive Pricing Summary
• Dynamic report pages
• Jobs queue and job tracking

PlanCopied!

• Active plan details
• Usage and limits
• Upgrade or downgrade flows

Profile and SettingsCopied!

• Personal profile
• Language preference
• Password and account preferences

4. Account and Profile SetupCopied!

4.1 Account configurationCopied!

Use Account to define your store-level URL settings.

Required fields:

• Base URL: your store root domain.
• Product Base URL: base path for product pages.

Why it matters:

• Import validation and ownership checks depend on correct domain setup.
• URL-driven operations are more reliable when these values are correct.

4.2 Profile configurationCopied!

Use Profile to maintain:

• First name
• Last name
• Language preference (English/Spanish)
• Password update actions

4.3 Onboarding checklist behaviorCopied!

Dashboard can show setup checkpoints such as:

• Account URLs configured
• Products created
• Competitors added
• Competitor catalog imported
• Product matching completed
• Report reviewed

Users can continue, restart, or dismiss onboarding guidance.

5. Product ManagementCopied!

5.1 Add products manuallyCopied!

Go to Tables > Products. Create products with at least:

• Product name
• Price

Recommended fields:

• Product URL
• Product image URL
• Product type
• Description

5.2 Maintain quality product dataCopied!

Best practices:

• Use consistent naming format (brand/model/size).
• Avoid near-duplicate products.
• Keep prices current.
• Add images when possible to improve matching confidence.

5.3 Edit product recordsCopied!

Use edit views to update price, metadata, and classification. Good record quality improves report relevance.

6. Competitor ManagementCopied!

6.1 Add competitorsCopied!

Go to Tables > Competitors. Add:

• Competitor name
• Base URL (domain)
• Product base URL (if needed)

6.2 Competitor URL rulesCopied!

Competitor import URLs should belong to the selected competitor domain. Mismatched domains are usually rejected during validation.

6.3 Operational recommendationCopied!

Create clear competitor naming conventions for teams (for example: official brand name + country).

7. Catalog ImportsCopied!

7.1 Import Own CatalogCopied!

Use when you need to process your own catalog URLs.

Flow:

1. Paste URLs or upload CSV.
2. Create import job.
3. Track progress in Jobs.

7.2 Import Competitor Catalog with known URLsCopied!

Flow:

1. Select competitor.
2. Optional: clear competitor catalog before insert (replacement mode).
3. Paste URLs or upload CSV.
4. Create import job.
5. Monitor in Jobs.

7.3 Import Competitor Catalog via scrapingCopied!

Flow:

1. Select competitor.
2. Create scraping job.
3. Confirm warning.
4. Track progress in Jobs.

Important notes:

• Scraping may take minutes to hours.
• Coverage depends on target site structure and access policies.
• App remains usable while jobs run in background.

7.4 Supported operating patternCopied!

Teams can combine both methods:

• Known URLs for fast targeted coverage.
• Scraping for broader discovery.

8. Product Match WizardCopied!

This is the core workflow for creating product equivalences.

8.1 GoalCopied!

Link each internal product to one or more competitor equivalent products.

8.2 PrerequisitesCopied!

• Internal products exist.
• Competitor catalogs were imported.

8.3 Matching modesCopied!

• Single competitor mode
• All competitors mode

8.4 Main controlsCopied!

• Link: save selected match.
• Skip: move to next candidate.
• See all: open wider candidate list.
• Similarity threshold: adjust strictness of suggestions.

8.5 Similarity threshold guidanceCopied!

• Around 0.3: broad suggestions.
• Around 0.5: balanced suggestions.
• Around 0.7: stricter suggestions.

Practical use:

• Increase threshold if suggestions are noisy.
• Decrease threshold if too few suggestions appear.

8.6 Alternative matching flowsCopied!

In addition to the wizard, teams may use manual assignment lists such as full-catalog mapping views. Recommended approach:

1. Start with wizard.
2. Resolve remaining unmatched items through manual full-catalog review.

9. Reports and Pricing AnalysisCopied!

9.1 Competitive Pricing SummaryCopied!

Primary visual report for KPI and distribution analysis. Typical insights:

• Position vs competitor references
• Coverage of mapped products
• Products above, aligned, or below market references

Common filters:

• Product type
• Competitor selection
• Comparison rule (average, minimum, maximum)

Interaction pattern:

• Click chart segments/bars to drill down into product-level details.

9.2 Product-level comparison analysisCopied!

Use detailed comparison tables/reports to inspect:

• Your price
• Competitor prices
• Relative difference and spread

9.3 ExportsCopied!

List and reporting views can provide data export for external analysis workflows (for example CSV/Excel depending on configuration).

9.4 Reporting routineCopied!

Daily or weekly cadence:

1. Refresh imports.
2. Match new products.
3. Review report deltas.
4. Export decision packs for pricing meetings.

10. Jobs and Background ProcessingCopied!

Jobs track long-running processes such as:

• Catalog imports
• Scraping operations
• Batch data processing

What to monitor:

• Job type
• Job status (pending/running/completed/failed)
• Timestamps
• Progress where available

Operational guideline:

• Submit jobs in batches.
• Continue other tasks while they run.
• Retry failed jobs only after fixing data quality or domain issues.

11. Plan, Usage Limits, and BillingCopied!

11.1 Plan catalogCopied!

Commercial plans documented in the project:

• Free (3-month time-boxed access)
• Starter
• eCommerce
• Enterprise

Base prices documented:

• Starter: 19 USD monthly, 190 USD yearly
• eCommerce: 49 USD monthly, 490 USD yearly
• Enterprise: 159 USD monthly, 1590 USD yearly

11.2 Billing and subscriptionsCopied!

• Stripe is used for paid subscription processing.
• Monthly and yearly cadences are supported.
• Free plan does not auto-renew as paid subscription.

11.3 Usage limitsCopied!

Product and competitor limits are controlled by plan entitlements. Exact numeric limits can be configured by environment/data model.

User-facing effect when limit is reached:

• Create/add actions can be restricted until plan upgrade.

11.4 Upgrade and downgradeCopied!

Plan page exposes current plan and transitions. Teams should coordinate plan changes with budget and usage forecasts.

12. Security, Authentication, and Email VerificationCopied!

12.1 Authentication modelCopied!

• Credential-based login
• Session-based access control
• Tenant-scoped data access by account

12.2 Registration and verification flowCopied!

Implemented flow includes:

• Public registration endpoint
• Email verification token
• Verification link consumption
• Auto-login bridge after successful verification

Verification statuses in user lifecycle include:

• PND: pending
• VER: verified
• BOU: bounced
• SUP: suppressed

12.3 Email suppression guardrailsCopied!

System blocks outbound transactional emails to bounced/suppressed recipients. This protects sender reputation and improves deliverability.

12.4 Password and access protectionsCopied!

• Minimum password constraints
• Password reset flow
• Rate limiting on sensitive auth operations

13. UI Features and Productivity OptionsCopied!

13.1 Language supportCopied!

Interface supports English and Spanish. Language preference is persisted by user/session behavior.

13.2 Theme switchingCopied!

Dark/light mode toggle is available through UI theme controls.

13.3 Error boundaries and resilient UI statesCopied!

The app includes loading and error handling components to improve user continuity in case of runtime issues.

13.4 Data table usabilityCopied!

Common table features include:

• Search
• Sort
• Filter
• Pagination
• Export actions (where enabled)

14. Troubleshooting and FAQCopied!

14.1 Import errorsCopied!

Problem:

• URL validation fails.

Checks:

1. Confirm competitor selected.
2. Confirm URLs belong to selected domain.
3. Remove malformed URLs and retry.

14.2 No candidates in Match WizardCopied!

Checks:

1. Verify competitor import completed.
2. Reduce threshold slightly.
3. Use See all/manual candidate selection.

14.3 Job takes too longCopied!

Checks:

1. Confirm it is a scraping job (expected longer runtime).
2. Keep monitoring in Jobs.
3. Continue work in parallel.

14.4 Email verification issuesCopied!

Checks:

1. Resend verification from auth flow.
2. Confirm email was not bounced/suppressed.
3. Retry with a valid inbox if suppression status exists.

14.5 Access or permission issuesCopied!

Checks:

1. Verify logged-in account and role.
2. Confirm session not expired.
3. Re-authenticate if needed.

15. Best Practices by Team RoleCopied!

15.1 Pricing ManagerCopied!

• Review summary reports daily.
• Prioritize products with largest negative margin risk.
• Track competitor deltas after major promotions.

15.2 Catalog OperationsCopied!

• Run recurring imports.
• Keep product metadata normalized.
• Resolve unmatched products in scheduled cycles.

15.3 Commercial LeadershipCopied!

• Monitor plan usage and coverage KPIs.
• Enforce weekly decision cadence using exported summaries.

16. GlossaryCopied!

• Account Base URL: primary store domain used for account-level validation context.
• Competitor Base URL: competitor domain used to validate imported competitor URLs.
• Match Wizard: guided interface to link internal and competitor products.
• Similarity Threshold: strictness parameter for candidate suggestions.
• Job Queue: background processing tracker for imports/scraping.
• Coverage: proportion of internal products with valid competitor mappings.
• Pricing Rule: calculation basis for benchmark comparison (average/minimum/maximum).

17. Wiki Menu Blueprint (SEO-Ready)Copied!

Use this structure to publish wiki pages while keeping this master file as canonical source.

• Getting Started
• Account and Profile
• Product Management
• Competitor Management
• Catalog Imports
• Product Matching
• Reports and Analysis
• Jobs Monitoring
• Plan and Billing
• Security and Verification
• Troubleshooting
• FAQ and Glossary

Recommended page slugs:

• pricentrix-getting-started
• pricentrix-account-setup
• pricentrix-product-management
• pricentrix-competitor-catalog-import
• pricentrix-product-match-wizard
• pricentrix-competitive-pricing-reports
• pricentrix-jobs-monitoring
• pricentrix-plan-and-billing
• pricentrix-email-verification-security
• pricentrix-troubleshooting