Customer Price Lists

You can create different price lists that you can assign to your customers based on several criteria (e.g., location, special agreements you have with them).

For example, let’s say you have three different price lists for your customers. You can create three separate price lists: a Basic Price List for retailers, a Discount Price List for customers with special agreements, and a USA & Canada Price List for your customers in these countries. Then, you can set product prices for each price list and assign a price list to your customers. Your customers will see prices for each product based on the price list you assign to them.

Below, you will find how to create a new price list, establish price lists based on existing ones, apply discounts on a price list, set product prices on a price list, and assign a price list to a customer.

Creating a New Price List

To create a new price list, go to Products >Price Lists on your Admin Dashboard. Here you can see the default price lists. To create a new price list, click “New price list” and fill in the fields on the “New price list” page that opens.

Name	Refers to the name of the price list
Short Name	Enter an optional abbreviation or short name for this price list. The price list will appear on your Admin Dashboard with the name you enter in this field
Is Default	Check this option if you want to assign new customers to this price list automatically
Currency	Enter the currency that corresponds to this price list. Note that the currency you choose here, will appear to customers assigned to this price list. For example, if you select USD, customers assigned to this price list will see all product prices in USD
Based on	If you select a price list from the drop-down menu, your new price list will inherit product prices from the “based on” list
Discount percentage	If you enter a discount percentage, then the relevant discount will apply to all your products. The discount will be calculated on the “Based on” price list prices. For example, if your “Wholesale Price List” is based on the “Basic Price List” and discounted by 10%, all product prices in your “Wholesale Price List” will be 10% cheaper than your “Basic Price List”
Recalculate product prices	If you check this option, all product prices will be recalculated according to the changes you make in the pricing rules

Assigning Different Prices to Products

After you create a new price list, you can set prices for a specific product. To do so, click on Products >Products. Then, select the product you want to put a price for and click on it. On the “Editing product" page, you can assign a price for this product for each of your price lists.

Assigning Price Lists to Customers

To assign a price list to a customer, go to the Customers menu on your Admin Dashboard. Then, click on a customer and select the price list you want to assign them to from the drop-down menu of the “Price List” field on the “Customer details” page.

Once you assign a customer to a price list, your customer will see the product prices of the specific price list.

Establishing Price Lists Based on Existing Prices Lists and Applying Additional Rules

You can base a new price list on an existing one, which means that your new price list will inherit all product prices from that list. To do so, select a price list from the “Based on” drop-down menu on the “New price list” page.

By choosing this option, the prices for each of your products on the new price list will be imported from the “Based on” price list you specify. Also, you can set additional rules. For example, if you base a new price list called “Price List 2” on existing “Price List 1”, then all your “Price List 2” prices will be set according to the “Price List 1” prices. Afterward, you can adjust the “Price List 2” prices in bulk through the “Rules” tab on the “New price list” page.

The “Rules” tab appears when you select an existing price list on which to base a new price list. Through it, you can set more targeted rules for your price list, such as discounts for certain product categories and/or discounts for specific products (read below for more applications of the “Rules” function).

NOTE: Through the “Rules” tab, you can create price lists with discounts for multiple products and product categories.

Applying Discounts to a Price List

You can create a discount price list easily. To do so, go to Products >Price Lists and click “New Price List.” Then, choose the price list you want to base your discount list on and set a value on the “Discount percentage” field.

Applying Product Category Discounts to a Price List

You can create price lists with discounts for specific product categories. To do so, go to Products >Price Lists, click “New Price List.” and choose the price list you want to base this list on.

Then, go to the “Rules” tab and click “+.” Next, choose “Category” in the “Rule Type” column, then select the relevant product category from the drop-down menu under “Option,” add the appropriate percentage in the “Discount Percentage” field, and click “Save.” Finally, remember to check the “Recalculate product prices ” to update the pricing for products included in this category.

NOTE: If you want certain customers to enjoy discounts for specific product categories, you can create product category discount price lists and assign these to them.

Applying Product Discounts to a Price List

You can create price lists with discounts for particular items. To do this, go to Products >Price Lists, click “New Price List.” and choose the price list you want to base this list on.

Then, go to the “Rules” tab and click “+.” Then, select “Product” in the “Rule Type” column and type the relevant product code (SKU) in the “Option” field. Next, enter the appropriate percentage in the “Discount Percentage” field, and click “Save.” Finally, remember to check the “Recalculate product prices” to update the pricing of these products.