Make a selection

Custom Pricing offers an in-app guided setup checklist to help you quickly activate Custom Pricing on your store. This guide helps you choose a plan, install Custom Pricing to your theme, and set up the features that are relevant to your plan.

To see the information relevant to you, please view the steps below based on your Custom Pricing plan.

If you prefer to manually install Custom Pricing, please visit Installation Guide for Custom Pricing.

Pro-Tip: If you accidentally close the setup checklist, you can return to it by navigating back to the Custom Pricing admin and clicking General setup on the left side of the page.

 


 

Customer Pricing + Premium + Quantity Breaks

 

Select a theme

Once Custom Pricing is downloaded to your store and the terms and conditions are accepted, you are directed to the general setup checklist. Use the dropdown menu to select the theme where you would like to install Custom Pricing. Click Confirm after a theme is selected.

Select a theme

 

Step 1: Choose a plan

  1. Click Setup.

    Note: This takes you to Custom Pricing's Price plan page in a new tab.

    Click Setup

  2. Enable another plan by clicking Turn On under your desired plan(s), or keep the current plan.

    Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.

  3. Close the tab and return to the setup checklist.
  4. Click Mark as complete.
  5. Click Next Step.

Note: If your store is currently on a free trial, turning on another plan does not affect this trial on your store.

 

Step 2: Install Bold Custom Pricing on a theme

Clicking Setup on this step opens your theme customizer page in a new tab where you can complete the install for Custom Pricing. For detailed instructions, please visit Installation Guide for Custom Pricing.

Click Setup

Once the installation has been completed, return back to the setup checklist and click Next Step.

 

Step 3: Enable customer accounts

Custom Pricing requires customers to log into an account to view your wholesale pricing. Clicking Enable brings you to the Shopify settings page where you can enable Shopify customer accounts on your store. Visit Shopify’s article on setting up classic customer accounts for more information.

Click Enable

Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.

 

Step 4: Add a tag

Clicking Add on this page brings you to the page in a new tab where you can create tag(s) within Custom Pricing. Please visit Create, Edit or Delete Customer Tags for more information on how to set up these tags and assign them to your customer accounts.

Click Add

Once you have created the tags needed in Custom Pricing, return back to the setup checklist page and click Next Step.

 

Step 5: Set up your first pricing group

Clicking Setup on this page brings you to the page in a new tab where you can create product pricing groups within Custom Pricing.

Please visit Create, Edit or Delete Product Pricing Groups for more information on how to set up these groups.

Note: If you would like to use Detailed Pricing to discount your products, you can skip this step by clicking Mark as complete > Next Step.

Click Setup

Once you have created the price groups needed in Custom Pricing, return back to the setup checklist page, click Mark as complete, then click Next Step.

 

Step 6: Create your Detailed Pricing rules

Clicking Create on this page brings you to the page in a new tab where you can create Detailed Pricing rules within Custom Pricing.

Please visit Create, Edit, or Delete Detailed Pricing for more information on creating Detailed Pricing rules.

Click Create

 


 

Customer Pricing + Premium

 

Select a theme

Once Custom Pricing is downloaded to your store and the terms and conditions are accepted, you are directed to the general setup checklist. Use the dropdown menu to select the theme where you would like to install Custom Pricing. Click Confirm after a theme is selected.

Select a theme

 

Step 1: Choose a plan

  1. Click Setup.

    Note: This takes you to Custom Pricing's Price plan page in a new tab.

    Click Setup

  2. Enable another plan by clicking Turn On under your desired plan(s), or keep the current plan.

    Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.

  3. Close the tab and return to the setup checklist.
  4. Click Mark as complete.
  5. Click Next Step.

Note: If your store is currently on a free trial, turning on another plan does not affect this trial on your store.

 

Step 2: Install Bold Custom Pricing on a theme

Clicking Setup on this step opens your theme customizer page in a new tab where you can complete the install for Custom Pricing. For detailed instructions, please visit Installation Guide for Custom Pricing.

Click Setup

Once the installation has been completed, return back to the setup checklist and click Next Step.

 

Step 3: Enable customer accounts

Custom Pricing requires customers to log into an account to view your wholesale pricing. Clicking Enable brings you to the Shopify settings page where you can enable Shopify customer accounts on your store. Visit Shopify’s article on setting up classic customer accounts for more information.

Click Enable

Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.

 

Step 4: Add a tag

Clicking Add on this page brings you to the page in a new tab where you can create tag(s) within Custom Pricing. Please visit Create, Edit or Delete Customer Tags for more information on how to set up these tags and assign them to your customer accounts.

Click Add

Once you have created the tags needed in Custom Pricing, return back to the setup checklist page and click Next Step.

 

Step 5: Set up your first pricing group

Clicking Setup on this page brings you to the page in a new tab where you can create product pricing groups within Custom Pricing.

Please visit Create, Edit or Delete Product Pricing Groups for more information on how to set up these groups.

Note: If you would like to use Detailed Pricing to discount your products, you can skip this step by clicking Mark as complete > Next Step.

Click Setup

Once you have created the price groups needed in Custom Pricing, return back to the setup checklist page, click Mark as complete, then click Next Step.

 

Step 6: Create your Detailed Pricing rules

Clicking Create on this page brings you to the page in a new tab where you can create Detailed Pricing rules within Custom Pricing.

Please visit Create, Edit, or Delete Detailed Pricing for more information on creating Detailed Pricing rules.

Click Create

 


 

Customer Pricing

 

Select a theme

Once Custom Pricing is downloaded to your store and the terms and conditions are accepted, you are directed to the general setup checklist. Use the dropdown menu to select the theme where you would like to install Custom Pricing. Click Confirm after a theme is selected.

Select a theme

 

Step 1: Choose a plan

  1. Click Setup.

    Note: This takes you to Custom Pricing's Price plan page in a new tab.

    Click Setup

  2. Enable another plan by clicking Turn On under your desired plan(s), or keep the current plan.

    Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.

  3. Close the tab and return to the setup checklist.
  4. Click Mark as complete.
  5. Click Next Step.

Note: If your store is currently on a free trial, turning on another plan does not affect this trial on your store.

 

Step 2: Install Bold Custom Pricing on a theme

Clicking Setup on this step opens your theme customizer page in a new tab where you can complete the install for Custom Pricing. For detailed instructions, please visit Installation Guide for Custom Pricing.

Click Setup

Once the installation has been completed, return back to the setup checklist and click Next Step.

 

Step 3: Enable customer accounts

Custom Pricing requires customers to log into an account to view your wholesale pricing. Clicking Enable brings you to the Shopify settings page where you can enable Shopify customer accounts on your store. Visit Shopify’s article on setting up classic customer accounts for more information.

Click Enable

Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.

 

Step 4: Add a tag

Clicking Add on this page brings you to the page in a new tab where you can create tag(s) within Custom Pricing. Please visit Create, Edit or Delete Customer Tags for more information on how to set up these tags and assign them to your customer accounts.

Click Add

Once you have created the tags needed in Custom Pricing, return back to the setup checklist page and click Next Step.

 

Step 5: Set up your first pricing group

Clicking Setup on this page brings you to the page in a new tab where you can create product pricing groups within Custom Pricing.

Please visit Create, Edit or Delete Product Pricing Groups for more information on how to set up these groups.

Click Setup

 


 

Customer Pricing + Quantity Breaks

 

Select a theme

Once Custom Pricing is downloaded to your store and the terms and conditions are accepted, you are directed to the general setup checklist. Use the dropdown menu to select the theme where you would like to install Custom Pricing. Click Confirm after a theme is selected.

Select a theme

 

Step 1: Choose a plan

  1. Click Setup.

    Note: This takes you to Custom Pricing's Price plan page in a new tab.

    Click Setup

  2. Enable another plan by clicking Turn On under your desired plan(s), or keep the current plan.

    Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.

  3. Close the tab and return to the setup checklist.
  4. Click Mark as complete.
  5. Click Next Step.

Note If your store is currently on a free trial, turning on another plan does not affect this trial on your store.

 

Step 2: Install Bold Custom Pricing on a theme

Clicking Setup on this step opens your theme customizer page in a new tab where you can complete the install for Custom Pricing. For detailed instructions, please visit Installation Guide for Custom Pricing.

Click Setup

Once the installation has been completed, return back to the setup checklist and click Next Step.

 

Step 3: Enable customer accounts

Custom Pricing requires customers to log into an account to view your wholesale pricing. Clicking Enable brings you to the Shopify settings page where you can enable Shopify customer accounts on your store. Visit Shopify’s article on setting up classic customer accounts for more information.

Click Enable

Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.

 

Step 4: Add a tag

Clicking Add on this page brings you to the page in a new tab where you can create tag(s) within Custom Pricing. Please visit Create, Edit or Delete Customer Tags for more information on how to set up these tags and assign them to your customer accounts.

Click Add

Once you have created the tags needed in Custom Pricing, return back to the setup checklist page and click Next Step.

 

Step 5: Set up your first pricing group

Clicking Setup on this page brings you to the page in a new tab where you can create product pricing groups within Custom Pricing.

Please visit Create, Edit or Delete Product Pricing Groups for more information on how to set up these groups.

Click Setup

 


 

Quantity Breaks

 

Select a theme

Once Custom Pricing is downloaded to your store and the terms and conditions are accepted, you are directed to the general setup checklist. Use the dropdown menu to select the theme where you would like to install Custom Pricing. Click Confirm after a theme is selected.

Select a theme

 

Step 1: Choose a plan

  1. Click Setup.

    Note: This takes you to Custom Pricing's Price plan page in a new tab.

    Click Setup

  2. Enable another plan by clicking Turn On under your desired plan(s), or keep the current plan.

    Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.

  3. Close the tab and return to the setup checklist.
  4. Click Mark as complete.
  5. Click Next Step.

Note If your store is currently on a free trial, turning on another plan does not affect this trial on your store.

 

Step 2: Install Bold Custom Pricing on a theme

Clicking Setup on this step opens your theme customizer page in a new tab where you can complete the install for Custom Pricing. For detailed instructions, please visit Installation Guide for Custom Pricing.

Click Setup

Once the installation has been completed, return back to the setup checklist and click Next Step.

 

Step 3: Set up your first pricing group

Clicking Setup on this page brings you to the page in a new tab where you can create product pricing groups within Custom Pricing.

Please visit Create, Edit or Delete Product Pricing Groups for more information on how to set up these groups.

Click Setup

 

Next steps

  • There are three discount methods that have different benefits and limitations based on how discounts from Custom Pricing are applied to your products. Please visit Discount Methods and How to Switch for more information on each discount method.