NewAxiom Customer Onboarding Guide
Getting Started with a Structured Pricing Baseline
Prepare the core product, cost, price, and sales context your team needs to run a structured first pricing review.
What this guide helps you do
The first goal is not perfect pricing. The first goal is to assemble enough clean product, cost, price, and sales context to run a structured pricing review.
Who this is for
What to prepare before your first review
Minimum useful baseline
Start with the fields you can trust
A useful first run can start with product, cost, price, and category fields. More context improves the review, but the first workflow should be simple enough to complete and repeat.
Add context deliberately
Sales history, market references, and inventory position can add useful context after the core baseline is clean and reviewable.
Common data issues to check
First baseline workflow
- 1Import the catalog or cost file
- 2Map the required fields
- 3Set a default margin or minimum margin guardrail
- 4Review exceptions and obvious data issues
- 5Run the baseline
- 6Inspect margin exposure and recommended changes
- 7Export or move approved outputs into the next workflow
What not to decide too early
The first run should not automatically replace judgment. It should reveal data gaps, margin risk, questionable prices, and areas that need business review. Use the baseline to prepare the team to decide, then document and publish only the changes that are approved.
Next step
Continue with the part of the workflow your team needs to strengthen next.