Bulk Import Prices with Quantity Breaks into Custom Pricing

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Warning!

This feature requires the premium version of Custom Pricing with the Quantity Breaks module. Visit Change Your Price Plan in Custom Pricing for more information on how to enable these modules.

Overview

Custom Pricing provides you with the flexibility of bulk importing your wholesale and quantity discounts through a spreadsheet file. Uploading this file bypasses having to set up the pricing discounts from within the app's admin.

Using the Shopify product export feature (links to Shopify) and a spreadsheet editing program (ie Excel, Google Sheets, etc.), you're able to set specific discounts for each of your price tiers and quantity breaks.

To import wholesale prices that have associated quantity breaks into Custom Pricing, please follow these steps:

  • Before you begin, ensure that all store products have a SKU entered.
  • All products that have an associated quantity break need a "QTY" field in your import sheet with the break ranges specified.
  • You will need to be on the premium Custom Pricing plan with Quantity Breaks ($69.99/month) for this import to work correctly.
  1. From Shopify's admin, select Products.

    select products

  2. Select Export.

    select export

  3. Under "Export", select All products.

    select all products

  4. Under "Export as", select CSV for Excel, Numbers, or other spreadsheet programs.

    select CSV for Excel, Numbers, or other spreadsheet programs

  5. Select Export products.

    Note: This will be emailed to you. You will need to select the link and download it to your computer to continue.

    select export products

  6. Select the CSV file and open with Excel or comparable software.

    select the CSV file

  7. Delete all columns, except:
    • Handle
    • Variant SKU
    • Variant Price

    Remove Handle & Variant SKU/Price

  8. To the right of the Variant Price column, add additional columns for each customer price group (tag).

    Note: If you have one tag (ie. Wholesale), add one column. If you have three tags (ie. Gold, Silver, Bronze), add three columns.

    Add Customer Tag Columns

  9. Enter the exact price for each variant in the corresponding cell.

    Enter Prices

  10. Duplicate the product lines for each quantity break you want to import.

    Duplicate Product Lines

  11. Insert a QTY column beside the "Variant SKU" and specify the minimum quantities required for each break.

    Insert QTY Column

  12. Edit the price for each wholesale tier.

    Edit Wholesale Prices

  13. Delete Variant Price column.

    Delete Variant Price Column

  14. Add a Price Type column and specify how your prices are set.

    Note: You can use either $ or % as the price types. If you're entering the direct cost of the product at each price tier, use $. If you're specifying the discount amount, use %.

    Add Price Type Column and Specify

  15. Select Save.

    Select Save

  1. From Shopify's admin, select Apps.

    select apps

  2. Select Bold Custom Pricing (Wholesale & Quantity Breaks).

    Select Bold Custom Pricing

  3. Select Import/Export.

    Select Import/Export

  4. Select Choose File.

    Select Choose File

  5. Select the CSV file.

    select the csv file

  6. Select Open.

    select open

  7. Select Import.

    Select Import

  8. Select the attribute that corresponds to each column.

    Select Attributes

  9. Select Upload.

    Note: The app will start the process of creating the pricing variants. Depending on the number of products and variants that need to be created, this can take some time to complete. A general rule of thumb is about 1 hour per 1000 variants.

    Select Upload

Next Steps:

  • Your wholesale product pricing tiers should be verified to ensure that your customers are receiving the correct discount when they log into their account. Visit Verify Your Custom Pricing Install (Steps 6-10) for more information on how to verify your price discounts. Please note that the related tags and customer accounts should be used instead of our Bold test account when verifying your wholesale prices.

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