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Customer Specific Pricing General Walk-through

The Customer Pricing app allows you to create alternative pricing tiers for your products and allow specific individuals access to this alternative pricing.  Using the Customer Pricing app involves the following:

  • Enabling customer accounts in the store admin.
  • Creating customer tags in the app admin.
  • Creating "customer pricing groups" in the app admin to specify a discount for one or more tags, for the products selected in the group.
  • Have the customer tag assigned to a customer account in the Shopify admin.  This will allow the account access to the app pricing associated with that tag when an individual logs into the customer account in the store admin.

Here's a step by step walkthrough on how to set all of this up:

1. Enable Customer Accounts

Customer accounts must be enabled in your store.  Otherwise you won't be able to finalize customer accounts, and customers won't be able to login to an account on the storefront to access their pricing.  In your stores Shopify admin, click on the "Settings" link, then the "checkout" link in the submenu.  In the section labelled "Customer Accounts", select either "Accounts are optional", or "Accounts are required".  Then click on the "Save" button in the upper right hand corner.

 

2.  Open up the app admin.

In your stores Shopify admin, go to the "Apps" section, find the Customer Pricing app, and click on the banner to open up the app admin.

 

3. Create a customer pricing tag. 

Click on "manage tags" in the main navigation.

On this page is where you create customer pricing tags that you'll assign to customer accounts.

To start creating a new tag, go down to the bottom of the grid to the row that has blank input fields. 

Under the "Description" column, add a short description for the new tag that you'd find meaningful.  This is for internal use only.

Under the "Tag" column, add the name of the tag.  This is the same name that you'll later apply to a customer account in the Shopify admin to allow that account access to the customer pricing associated with the tag.

Under the "Default Discount" column, add a default discount for the tag.  This will be the default discount or fixed price that will be used for this tags discount when you create a new customer pricing group.

If you don't want accounts tagged with this tag to be charged taxes, uncheck the  checkbox that is under the "Charge Tax" column.

When you're finished, click on the "+ Add new tag" button under the "Edit/Delete" column.

Here's an example of how this may look:

 

4. Apply customer pricing for a tag to products.

The next step depends upon what version of the Customer Pricing app that you have.  Select which version of Customer Pricing you have installed.

With the basic version of the app you assign alternative pricing to products through "customer pricing groups".  This involves declaring a discount or fixed price, for each created tag, for the products that this group has selected.  With customer pricing groups it's important to note three things:

  1. The discounts that are set for a tag in this group will apply to all products that are selected in this group.  For example, if "wholesale" has a 10% discount set in this group, and you have product A and B selected by the group, then both A and B will have a 10% discount applied to them for wholesale customers.
  2. The same tag can have different discounts in each customer pricing group.  For example, customer pricing group A can have a 10% discount for the "wholesale" tag for all products group A has selected, and customer pricing group B can have a 20% discount for the same tag for all products that group B has selected.
  3. A product can only be affected by one group at one time.  Any additional groups applied to a product that is already selected will be ignored.

Here's how you setup a customer pricing group:Click on "Customer Pricing" in the main navigation.  Then click on "Create Group Pricing" in the sub navigation that opens up.

Step 1", give the new group a meaningful "internal name" to describe this group so you'll recognize what it's for.  For example, the name of the collection that you plan on applying the group to.  This name is for internal use only.

Select a "calculation type".  This is the type of discount that the group will apply to the selected products.

  • Set Fixed Price will set all selected products to a specific price.
  • Percent Discount will discount all selected products by the specified percentage.
  • Price Discount will reduce all selected products by the specific number entered.

In "Step 2", you'll specify the discount amount for each currently created tag.  The default discount that you entered for a tag in the "Manage Tags" section will be automatically inserted here.  If you want to enter a different amount then press the "plus" button to the right of the grid.  This will allow you to edit the input boxes.

 

Then enter in the new values and click on the "checkbox" button to save the changes.


In "Step 3", select the products that you want to have the discount.  Clicking on the "Select Products" button will open up a product selector where you can select specific products.  By default the stores entire store list will appear here, but you're able to filter the list by collection, vendor, type, etc.  This image illustrates how to use the filters and add products:

 

You're also able to select the entire store's list of products quickly by clicking on the "Select All Products" button, or specific vendors, collections, or types by clicking on the "Select by Vendor", "Select by Collections", and "Select by Type" buttons.

After you're done with the group click on the "create" button in the lower right hand corner of the page to save it.  The app will show this change as a process at the bottom of the"Customer Pricing Groups" page.  When this process is complete the app will remove it from the queue of changes, but you'll need to refresh the browser page for it to disappear.

 

The premium version of the app allows you to apply customer pricing via the "detailed pricing" functionality.  Detailed pricing makes it easy to apply specific discounts to specific variants and products and also reduces overall update time.  It's generally more efficient than using customer pricing groups, however you still are able to setup customer pricing that way if you have the premium version of the app.  If for whatever reason you want to do it that way, you can see how to set up groups by clicking on the "Customer Pricing Basic" tab.

Customer Pricing premium also allows for a .csv file with customer pricing to be uploaded into the app.  Instructions on how to use that feature can be found here.

To setup detailed pricing, click on "Customer Pricing" in the main navigation.  Then click on "Detailed Pricing" in the sub navigation that opens up.

By default the stores entire list of stores will be loaded on this page, in alphabetical order, organized into pages of roughly 8 - 10 products per page.  You're able to navigate through the results through the page links below.

The page contains options to filter the products by type, vendor, or collection.  Selecting an item from one of the dropdowns will automatically filter the results by the criteria.  There's also the option to search for a specific product.  Just start typing in the products name in the input field labelled "Search" and a dropdown menu of the possible results will show.  You can either select one of the item names that the app anticipates that you're typing in, or finish typing in the product name.  Click on the "magnifying glass" button to have the app search for that product.

 

To apply the customer pricing, find the "cell" where a particular product row meets a particular product tag, and enter in either a fixed price or a percent discount into that cell.  This will apply that discount for that tag, for that product.  The grid also has some bulk actions for applying a tags default discount for all products, or applying all tags default discount for a specific product.

 

Clicking on the "save" button in the lower right hand corner will cause the app to save any changes that were made to the products that are currently showing on the page.  Current changes that the app is processing appear at the bottom of the page.  The queued processes will be removed from the change queue after they are completed, but you'll need to refresh the page to see them actually disappear from the screen.  

With Customer Pricing/Quantity Breaks you create customer pricing groups to assign a discount to any created tags that will apply to any selected products.  In these customer pricing groups you also setup quantity discounts. 

Click on "Customer Pricing" in the main navigation.  Then click on "Create Group Pricing" in the sub navigation that opens up.

In "Step 1", give the new group a meaningful "internal name" to describe this group so you'll recognize what it's for.  For example, the name of the collection that you plan on applying the group to.

Select a "calculation type".  This is the type of discount that the group will apply to the selected products.  Set Fixed Price will set all selected products to a specific price. Percent Discount will discount all selected products by the specified percentage.  Price Discount will reduce all selected products by the specific number entered.

In "Step 2", you'll specify the discount amount for each currently created tag.  Here you'll also be able to apply quantity discounts for regular customers as well as those who's customer accounts are tagged with a customer pricing tag.  

The default discount that you entered for a tag in the "Manage Tags" section will be automatically inserted here for single quantities.  If you want to enter a different amount then press the "plus" button to the right of the grid.  This will allow you to edit the input boxes.

 

Then enter in the new values and click on the "checkbox" button to save the changes.

 

To setup quantity break discounts you'd just need to specify a quantity that will trigger the quantity discount in the "QTY" column, then a discount for each column of the same row, both for the default (regular) customers, and any customer pricing tags that you currently have setup.


In "Step 3", select the products that you want to have the discount.  Clicking on the "Select Products" button will open up a product selector where you can select specific products.  By default the stores entire store list will appear here, but you're able to filter the list by collection, vendor, type, etc.  This image illustrates how to use filters and add products:

 

Also in "Step 3" you can set which how the quantities of products work to trigger quantity break discounts, which can be controlled in the "Apply Customer Pricing" section.  Selecting "Apply Customer Quantity Pricing per individual variants" will trigger a quantity break on a single variant when that variants quantity reaches the quantity needed to trigger the quantity break.  Selecting "Apply Customer Quantity Pricing per product groups" will combine the quantities of all products from this group together to see if the total reaches the amount to trigger a quantity break, allowing for a "mix and match" model to trigger a quantity discount for all products involved.  Selecting "Apply Customer Quantity Pricing across all CSP groups" will combine the quantities from all products in this group, and other customer pricing groups, to check to see if the total is enough to trigger a quantity discount.  This is like the last option, except works with products from other created groups, and is useful when you want different quantity break discounts for different groups of products, since the discount a product receives is determined by whatever is set in the group that it's in.  

You're also able to select the entire store's list of products quickly by clicking on the "Select All Products" button, or specific vendors, collections, or types by clicking on the "Select by Vendor", "Select by Collections", and "Select by Type" buttons.

In "Step 4", select the format of how the quantity breaks grid will show on the product page of the selected products.  The last options will allow you to input a custom message, such as "Buy three or more for 5% off!".

After you're done with the group click on the "create" button in the lower right hand corner of the page to save it.   The app will show this change as a process at the bottom of the"Customer Pricing Groups" page.  When this process is complete the app will remove it from the queue of changes, but you'll need to refresh the browser page for it to disappear.

 

 

5. Apply the customer pricing tag to a customer account.

The next step depends upon whether you're assigning a customer pricing tag to an already existing customer, a new customer, or using Customer Pricing Premium's autotag functionality. 

Go to the "Customers" section of your Shopify store admin.


Find the customer in the list and click on the name to edit the account.  On the right hand side of the edit screen will be a section labelled "Tags" where you'll see an input box.  In the input box, enter in the customer pricing tag that you want to apply to the customer account, and then press "enter" on your keyboard.  Click on the "Save" button in the upper right hand corner of the screen.

 

If you were to create a new customer account you can assign the tag right then and there.  Just click on "Add customer", fill in the customers information, and go down to the bottom of the page to the "Tags" section, enter the tag, and click on the "Save customer" button in the upper right hand corner.

 

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