# Manage pricing, promotions and sales events

*Markdown version of [https://ocally.co/use-cases/store-promotions](https://ocally.co/use-cases/store-promotions), written for AI agents. All docs: [llms.txt](https://ocally.co/llms.txt). Deciding whether Ocally fits a business? Read [Is Ocally right for this business?](https://ocally.co/evaluate.md).*

Retail pricing and promotion management

Kai combines pricing, stock, competitor research and store routines to help you set and review product and service prices, run promotions and sales events, and decide what comes next.

Kai is your AI co-pilot. He learns your store, spots what needs attention, does the agreed work and follows up with your team.

Kai helps set and review prices, prepares promotions and sales events, and coordinates the start and finish with your team. You see the costs, terms and tasks before approving a change.

Message Kai. Send a voice note. Talk it through on a call.

## Let’s plan your end-of-season sale, including what happens after it.

**Kai:** Your patio sets need an end-of-season plan, but your assembly service is already fully booked. I’d price the products and service separately.

**You:** Agreed. Keep assembly at its usual price, and don’t let the sale stack with loyalty discounts.

**Kai:** On it. I’ll prepare the product prices, exclusions, start and end dates, and the checks for returning to regular pricing. You’ll see the margin before approving.

**A pricing and sale plan to review:** Proposed patio-set sale prices, unchanged assembly pricing, discount exclusions, event dates and a checklist for ending the sale.

Illustrative example, not a customer result.

## Capabilities working together toward your goal.

- [Inventory](https://ocally.co/capabilities/inventory.md)
- [Competitors](https://ocally.co/capabilities/competitors.md)
- [Pricing and offers](https://ocally.co/capabilities/pricing.md)
- [Social](https://ocally.co/capabilities/social.md)
- [Store routines](https://ocally.co/capabilities/store-operations.md)

## How it compares

A pricing rule or campaign calendar handles one part of the job. Kai connects your product and service prices, changing costs, local demand and event plans, then follows through with the team before, during and after each change.

### Separate pricing and campaign tools

**What you get, and what still needs you:** They apply rules, schedule offers and report sales. Your team still connects product and service costs, local demand, event messages and what needs to change at the till.

**What Ocally takes on:** Kai brings those decisions into one plan, including discount exclusions, service capacity and the checks needed when the event ends.

### A pricing specialist or promotion agency

**What you get, and what still needs you:** Experts can design price structures and campaigns. Someone still has to keep them supplied with local changes and coordinate execution and reviews across stores.

**What Ocally takes on:** Kai keeps each store’s pricing work moving between specialist reviews, brings exceptions to the right person and learns from each event.

### ChatGPT or Claude

**What you get, and what still needs you:** You can model prices, review costs and draft a campaign. Someone still maintains the business rules and the process for approvals, event deadlines and checking what actually happened.

**What Ocally takes on:** Kai keeps the pricing rules with the store’s plan and follows up before, during and after the change, with people approving the commercial decisions.

## Count the tools, the expertise and your time

Your setup may include some of the following. Compare the cost of finishing the work at every store.

- **Tools:** Pricing analysis, competitor monitoring, promotion planning and campaign subscriptions.

- **Specialist work:** Pricing strategy, service-cost reviews, campaign preparation and promotion analysis.

- **Your team’s time:** Reconciling prices and exclusions, briefing staff, checking the till and ending offers on time.

**With Ocally:** Customized to each customer and their usage. Minimum spend of $500 per location per month. The first consultation is free, and your growth engineer and growth specialist are on us to start. Keep core sales, stock and booking systems; compare savings only against costs and time you can actually remove.

## Plan → Act → Measure → Learn

### Plan: Set a price, then give it a review plan.

Kai checks product costs, service delivery costs, demand, nearby alternatives and your pricing rules. He helps you set launch or regular prices, decide when to review them and plan where a promotion or sales event fits.

**What you have now:** Proposed product and service prices, review triggers and an event plan with its costs and limits.

[Pricing and offers](https://ocally.co/capabilities/pricing.md), [Inventory](https://ocally.co/capabilities/inventory.md), [Competitors](https://ocally.co/capabilities/competitors.md)

### Act: Coordinate the price change or sales event.

You approve prices, dates, service exclusions and discount rules. Kai prepares customer messages and the till, booking and floor checklists. He coordinates start and end checks through the agreed workflows so old offers do not linger.

**What you have now:** One approved pricing plan, with the team’s launch, event and expiry tasks clear.

[Pricing and offers](https://ocally.co/capabilities/pricing.md), [Social](https://ocally.co/capabilities/social.md), [Store routines](https://ocally.co/capabilities/store-operations.md)

### Measure: Check sales, margin and service capacity.

Kai reviews realised prices, units sold, bookings, stock and available cost data. He asks the team about customer response and service bottlenecks, and flags discount stacking or missing figures before drawing conclusions.

**What you have now:** A review of what sold, what it earned and whether the store could deliver it well.

[Pricing and offers](https://ocally.co/capabilities/pricing.md), [Inventory](https://ocally.co/capabilities/inventory.md), [Store routines](https://ocally.co/capabilities/store-operations.md)

### Learn: Choose the next price or promotion.

Kai recommends keeping or revising regular prices, ending an offer, moving stock into a later markdown or changing the next event. Your team approves the next move. Cost changes and new customer feedback can trigger another review between events.

**What you have now:** A next pricing decision and an updated promotion calendar, informed by the last result.

[Pricing and offers](https://ocally.co/capabilities/pricing.md), [Inventory](https://ocally.co/capabilities/inventory.md), [Competitors](https://ocally.co/capabilities/competitors.md)

## Your part in the plan

**At head office:** Set pricing rules, margin requirements, approval owners and the shared sales calendar. Kai adapts proposals to each store’s demand, stock and service capacity.

**In your store:** You approve product and service prices, promotion terms and sales events. Your team confirms till or booking changes and delivers the offer. Kai prepares the decisions, coordinates the checks and follows up.

**To get started:** Start with product and service prices, relevant costs, sales or bookings, stock, pricing rules and planned events. We agree the review schedule, approval owners and who applies each change.

## Questions you might have

### How does Ocally help manage the pricing lifecycle?

Kai helps you set and review regular product and service prices, prepare promotions, plan markdowns and decide what should happen after a sales event. He brings costs, local demand, stock and service capacity into the decision. You approve the change; Kai coordinates the agreed updates and checks the result with your team.

### How can a chain tailor promotions to each store without adding headcount?

Set shared rules for margins, brand, eligibility and spending, then let each store’s stock and demand shape its proposed event. Kai prepares the local terms, messages, start and end dates, and team tasks. The store confirms practical details and head office approves decisions that sit outside local authority.

### How do I avoid overlapping discounts and offers that stay live too long?

Specify eligibility, exclusions, stacking rules and start and end times before launch. Kai helps check those terms against the offer plan, prepares the till, booking and floor checks, and follows up when the event ends. Your transaction systems enforce the configured rules; your team confirms that the approved setup works in practice.

## Let’s plan the next pricing decision for your store.

Bring a product range, a service or an upcoming sales event. We’ll map the pricing decisions, information and team tasks Kai can help with.

[Book a free consultation](https://ocally.co/consultation?topic=store-promotions)