Custom Pricing General FAQs


This guide answers several common questions regarding Custom Pricing's functionalities.

Here's the questions that are covered in this article:

  • Can Custom Pricing apply discounts via geolocation?
  • Can I set payment options with Custom Pricing?
  • Can I use Custom Pricing to add onto the product price for certain tagged users?
  • Can you create a wholesale account without having the customer make a purchase?
  • Does my site need to be live in order to test Custom Pricing?
  • Do the tax exemption rules apply to shipping rates?
  • How do I provide my customers with a wholesale account?
  • Is there a way to prevent certain customers from being auto-tagged?
  • What happens if a customer makes a purchase when they're not logged in?
  • When does a customer have to log in to get their wholesale pricing?
  • Will Shopify's dynamic "Buy Now" buttons work with Bold Custom Pricing?

Select the question to view the answer:

Custom Pricing can apply discounts set for products within price groups or within the detailed pricing page automatically by using an auto-tag rule. When creating an auto-tag rule, you can set the rule to only apply to customers that are based in a certain country after an order has been purchased by a customer from the country selected for the auto-tag rule.

Please visit Auto-tagging Rules & Country-specific Pricing (Premium) for steps on creating auto-tag rules in Custom Pricing.

Payment options can't be handled with Custom Pricing unless you set up a custom payment term. Ex: You send out an invoice to your wholesale customers once their products have been shipped.

Visit Manual Payment Methods (links to Shopify) for more information on how to set this up.

No, Custom Pricing can only discount from the base price that is set for all products in your Shopify admin.

If a fixed price is used that has a higher price value for a product than what is set in your Shopify admin, the fixed price discount created in Custom Pricing will be ignored.

Yes, you can create customers and pre-apply their account tag so they'll receive their wholesale discount when they log in.

No, you can test Custom Pricing while the store is password protected. 

You can also test Custom Pricing on an unpublished theme. When you are ready to switch Custom Pricing live, you can publish the theme and have all of the discounts reflect live at that time.

Please see Password protection for your online store and Publishing themes for steps on enabling a password and with publishing themes on your store.

Unfortunately not, Custom Pricing is designed to omit taxes based on products, not shipping costs.

Generally, there are two ways that a customer can get an account for your store:

Option 1 - When a customer completes a purchase they are asked, "Would you like to create an account". If they select "Yes, create my account", then an account will be created for them.

Option 2 - You can invite customers that have previously purchased from your store by navigating to the "Customers" section of your Shopify admin. Find the customer and select Invite. If a customer has never made a purchase, you can also manually create an account for them.

Note: There are currently no invitation features within Custom Pricing at this time. Accounts must either be tagged manually or via an auto-tag rule to receive wholesale discounts on the storefront.

You can prevent a customer account from being auto-tagged by applying the "cspnotag" tag (without the quotes) to their customer account. You can find more information in regards to the "cspnotag" functionality in the Custom Pricing app under Manage Tags > Pro Tips.

Note: This feature is not compatible with the Accelerated Draft Orders Method of Custom Pricing at this time.

A customer will need to log into their customer account before checkout to be eligible for their special pricing.

Your customer won't have access to their wholesale discount if they are not logged into a tagged account. However, their purchase(s) will be tracked within your Shopify "Orders" section.

This is relevant if you've set up auto-tagging rules based on historical purchases.

No. Dynamic "Buy Now" buttons on your product pages will skip the necessary "add to cart" functionality that Custom Pricing requires when your customers add products to the checkout. Using the Buy Now button will cause orders to not receive the Custom Pricing discount.

To remove this button from your store, please follow the steps on the Dynamic Checkout Buttons on Shopify article.

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