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.
Video Walkthrough
Complete
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.
Step 1: Choose a plan
- Click Setup.
Note: This takes you to Custom Pricing's Price plan page in a new tab.
- Enable another plan by clicking Choose This Plan under your desired plan, or keep the current plan.
Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.
- Close the tab and return to the setup checklist.
- Click Mark as complete.
- 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
Custom Pricing must be installed on your theme in order to work. Choose one of the following two options to install Custom Pricing to your theme:
- Enable app embeds - Click Enable. This opens your theme editor so you can enable the app embeds yourself. For step-by-step instructions, please visit our Installation Guide for Custom Pricing.
- Request Expert Install - Click Request Install. This automatically sends an installation request to our expert team. Once the install is complete, our team will notify you by email.
You can click Mark as Complete now if you've finished the install or come back to it later, and continue with the next step. 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.
Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.
Step 4: Add your tag(s)
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.
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 Product 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.
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.
Step 7: Integrate Custom Pricing with Shopify POS
You can integrate Custom Pricing with Shopify POS by adding the Custom Pricing app tile from inside of your Shopify POS app, or you can add it to all of your POS locations at once from the Shopify admin.
To add it to all of your locations from within your Shopify admin, click on the Shopify POS button, click Bold Custom Pricing, then Add to all, and Save.
For step-by-step instructions on how to enable this from inside of your POS app, please visit Custom Pricing & Shopify POS integration.
Premium Select
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.
Step 1: Choose a plan
- Click Setup.
Note: This takes you to Custom Pricing's Price plan page in a new tab.
- Enable another plan by clicking Choose This Plan under your desired plan, or keep the current plan.
Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.
- Close the tab and return to the setup checklist.
- Click Mark as complete.
- 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
Custom Pricing must be installed on your theme in order to work. Choose one of the following two options to install Custom Pricing to your theme:
- Enable app embeds - Click Enable. This opens your theme editor so you can enable the app embeds yourself. For step-by-step instructions, please visit our Installation Guide for Custom Pricing.
- Request Expert Install - Click Request Install. This automatically sends an installation request to our expert team. Once the install is complete, our team will notify you by email.
You can click Mark as Complete now if you've finished the install or come back to it later, and continue with the next step. 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.
Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.
Step 4: Add your tag(s)
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.
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 Product 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.
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.
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.
Step 1: Select a plan
- Click Setup.
Note: This takes you to Custom Pricing's Price plan page in a new tab.
- Enable another plan by clicking Choose This Plan under your desired plan, or keep the current plan.
Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.
- Close the tab and return to the setup checklist.
- Click Mark as complete.
- 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
Custom Pricing must be installed on your theme in order to work. Choose one of the following two options to install Custom Pricing to your theme:
- Enable app embeds - Click Enable. This opens your theme editor so you can enable the app embeds yourself. For step-by-step instructions, please visit our Installation Guide for Custom Pricing.
- Request Expert Install - Click Request Install. This automatically sends an installation request to our expert team. Once the install is complete, our team will notify you by email.
You can click Mark as Complete now if you've finished the install or come back to it later, and continue with the next step. 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.
Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.
Step 4: Add your tag(s)
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.
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 Product 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.
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.
Standard Select
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.
Step 1: Select a plan
- Click Setup.
Note: This takes you to Custom Pricing's Price plan page in a new tab.
- Enable another plan by clicking Choose This Plan under your desired plan, or keep the current plan.
Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.
- Close the tab and return to the setup checklist.
- Click Mark as complete.
- 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
Custom Pricing must be installed on your theme in order to work. Choose one of the following two options to install Custom Pricing to your theme:
- Enable app embeds - Click Enable. This opens your theme editor so you can enable the app embeds yourself. For step-by-step instructions, please visit our Installation Guide for Custom Pricing.
- Request Expert Install - Click Request Install. This automatically sends an installation request to our expert team. Once the install is complete, our team will notify you by email.
You can click Mark as Complete now if you've finished the install or come back to it later, and continue with the next step. 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.
Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.
Step 4: Add your tag(s)
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.
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 Product 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.
Standard
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.
Step 1: Select a plan
- Click Setup.
Note: This takes you to Custom Pricing's Price plan page in a new tab.
- Enable another plan by clicking Choose This Plan under your desired plan, or keep the current plan.
Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.
- Close the tab and return to the setup checklist.
- Click Mark as complete.
- 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
Custom Pricing must be installed on your theme in order to work. Choose one of the following two options to install Custom Pricing to your theme:
- Enable app embeds - Click Enable. This opens your theme editor so you can enable the app embeds yourself. For step-by-step instructions, please visit our Installation Guide for Custom Pricing.
- Request Expert Install - Click Request Install. This automatically sends an installation request to our expert team. Once the install is complete, our team will notify you by email.
You can click Mark as Complete now if you've finished the install or come back to it later, and continue with the next step. 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.
Once customer accounts have been enabled, return back to the setup checklist, click Mark as complete, then click Next Step.
Step 4: Add your tags(s)
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.
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 Product 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.
Select
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.
Step 1: Choose a plan
- Click Setup.
Note: This takes you to Custom Pricing's Price plan page in a new tab.
- Enable another plan by clicking Choose This Plan under your desired plan, or keep the current plan.
Note: For more information about the features of each plan, please visit Custom Pricing Overing & Pricing.
- Close the tab and return to the setup checklist.
- Click Mark as complete.
- 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
Custom Pricing must be installed on your theme in order to work. Choose one of the following two options to install Custom Pricing to your theme:
- Enable app embeds - Click Enable. This opens your theme editor so you can enable the app embeds yourself. For step-by-step instructions, please visit our Installation Guide for Custom Pricing.
- Request Expert Install - Click Request Install. This automatically sends an installation request to our expert team. Once the install is complete, our team will notify you by email.
You can click Mark as Complete now if you've finished the install or come back to it later, and continue with the next step. Click Next Step.
Step 3: Set up your first Product 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.
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.