Customer Specific Pricing can operate in two different methods. With the Draft Order method, variants are not used, with the Variant method, variants are used. By default, the Draft Orders method is supplied on new installs of Customer Specific Pricing, for detailed information on the different methods, visit Discount Methods in Customer Specific Pricing. To switch, visit Switch Discount Methods in Customer Specific Pricing.
Here are some of the most common questions regarding products and variants when using the Variant method. Select the question to view the answer.
When products are selected in the app admin, the app will create variants based off of the pre-existing variants that you've already set up on your products. The app's version of the variant will have the same title (with the name of the pricing tier appended to the end), SKU, and weight of the original variant that it's based on. The price, on the other hand, will be based on the discount that is set in the app admin. These app variants are what the customer has access to and can purchase on the storefront when they're logged into their tagged customer account.
The way the app's inventory tracking had to be developed to work with Shopify's inventory and variant system is a complicated topic that warrants its own article. For more information on this please refer to Customer Pricing and Inventory.
Customer pricing groups and detailed pricing doesn't automatically apply to newly created products, you need to select these specific products. The way to do this depends on how the products are already being selected:
- If a customer pricing group has individual products selected (if you selected products one at a time for example) you need to edit that selection and select the new product to also be included in the selection.
- If a customer pricing group has had a filter applied (like a collection) and the new products are part of this collection, you just need to reselect that collection or turn off and on the app group which will refresh the products it has selected to include the new products.
- If a customer pricing group has the entire store selected, as above you'd need to reselect the entire store or turn off and on the app group.
- If you're using detailed pricing, you either need to search for that product and add a fixed price or percent discount, or assign a discount through the app's bulk import functionality.
Visit Navigating the Product Selector for detailed instructions.
When you set up customer pricing on a product, the app will create customer pricing variants based on the information on the regular variant at that point in time. If you change the price, SKU or anything else on the regular variant, the customer pricing variant will not automatically update.
To have the app update the customer pricing variant based on the new information on an updated regular variant, open the app administration, edit the customer pricing group that is affecting that product, open the product selector, re-select the products, save the product selector, and save the customer pricing group. This will cause the app to delete the old customer pricing variants and then recreate them based on the base product’s new information.
You can technically pause the customer pricing group which will delete those old variants, and then play it to have them recreated, but this will take longer than the above method since the app will handle the delete and creation of variants separately, whereas if you simply re-save the product selection the app will do both at the same time.
Generally, it isn't a good idea to perform a product export if customer pricing is applied to your products. If you were to do an export of products with customer pricing variants on them, then those variants will be in the resulting CSV file with the original variants. However, the meta field data on these variants, which is how the app controls the variants, will be destroyed. If this same file is imported with those customer pricing variants still in the file, they'll all be imported without that data and the app won't be able to control them in any way.
When doing an export you would want to either pause the customer pricing group and wait for it to finish so those variants no longer exist when the export is done, or go ahead with the product export and then delete the customer pricing variants from the CSV file afterward.
It's highly recommended to not perform a product import in Shopify that would target a product that the app is already applied to. Doing so will cause Shopify to update the products regularly and app variants in such a way that will remove the app's meta field data on them, which is what the app uses to control the variants. In such a case the app variants will essentially become regular variants, and their pricing will show in the storefront to regular customers (although they wouldn't be able to checkout with them), and customers who are normally eligible for them won't be able to purchase them.
If you want to perform an import in Shopify for a product that already has the app applied to it, turn off the app group that is targeting that product, wait for the app to finish pausing, perform the import, wait for that to finish, then turn the app group back on.
If you want to do a store-wide product import, then it would be easiest to do a global pause as opposed to individually turning app groups off.
If you want to perform an import that isn't targeting a product that the app has selected, then you'd be able to do so without adjusting the app.