Custom Pricing General FAQs

This guide answers some commonly asked questions regarding Custom Pricing's functionalities. Read through the questions and answers below.

General FAQs

Can I use Custom Pricing to increase my product prices?

No, Custom Pricing can only discount the base price that is set for all products in your Shopify admin. If a fixed price has a higher price value for a product than what is set in your Shopify admin, it will be ignored.

Can I combine Shopify discount codes with Custom Pricing discounts?

Yes, you can stack discount codes while Custom Pricing is set to the Variant Dependant Method (V1) or Accelerated Draft Orders method (V3).

While Custom Pricing is set to V3, you can utilize the discount code stacking feature to allow tagged customers to apply a discount on the cart page. Please visit Discount Code Stacking for more information on this feature.

While Custom Pricing is set to V1, your customers can apply discount codes in the Shopify checkout. The discount code stacks on top of the discounted variant from Custom Pricing.

Note: Automatic discount codes are not compatible with Custom Pricing. Discount codes must be applied by your customers either on the cart page or in the checkout page.

Can Custom Pricing apply discounts via geolocation?

Custom Pricing can automatically discount products in Product Price Groups or Detailed Pricing by using an auto-tag rule. This rule can be applied to customers that are based in a certain country.

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

Can I manually create a draft order with Custom Pricing discounts applied?

Custom Pricing is designed to automatically apply discounts using draft orders the moment your tagged customer takes a product to checkout. Because of this, Custom Pricing discounts are not applied when manually creating a draft order in the standard way, as the product has not been taken to the checkout.

To create a draft order for a customer with Custom Pricing discounts applied, you can follow the work-around provided below.

Note: This method only works if you are using Custom Pricing V2 or V3. If you are unsure of the Custom Pricing version you have, please visit Discount Methods and How to Switch.

1. Create a dummy customer account in Shopify.
2. Add the same customer tag to this account as the customer discount you want applied.
3. Log into the dummy account on your storefront.
4. Add your desired products to the cart.
5. Select Checkout.

   Note: Do not carry out the rest of the checkout process.

6. Navigate to your Shopify admin > Orders > Drafts.
7. Select the draft order that was automatically created for your order.

   

8. If the dummy account is linked to this order, select the ellipsis > Remove customer.

   Note: Some stores may have an x to remove the customer.

   

9. Search and select the customer you would like to create the draft order for.
10. Complete your process as usual.

Can I set payment options with Custom Pricing?

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

Visit Shopify's Manual Payment Methods for more information on how to set this up.

Does my site need to be live in order to test Custom Pricing?

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 go live, you can simply publish the theme.

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

Note: A paid Shopify plan is required to fully test Custom Pricing. If you're on a trial plan, you are not able to place orders, as the checkout page is disabled.

Do the tax exemption rules apply to shipping rates?

Custom Pricing only omits taxes based on products, not shipping costs.

Customer FAQs

Can you create a wholesale account without having the customer make a purchase?

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

How do I provide my customers with a wholesale account?

To get a wholesale account your customers need to create a Shopify customer account on your store. Then, you'll need to manually tag their account with a Custom Pricing tag, or you can use the auto-tag rule with the premium plan.

There are two ways that a customer can get a Shopify account for your store:

Option 1 - They can create an account themselves by selecting the account login button on your store. 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 is created for them.

Option 2 - You can invite customers that have previously purchased from your store from within their customer profile in the Shopify. If a customer has never made a purchase, you can manually create a customer profile for them and then send them an invitation to create an account.

For more information on managing customer accounts in Shopify, please visit Shopify's Customers article.

Note: When Custom Pricing is integrated with Bold Memberships, your customer can sign up for a free or paid membership which automatically marks their account with a tag. For more information please visit Custom Pricing & Bold Memberships Integration.

Is there a way to prevent certain customers from being auto-tagged?

You can prevent a customer account from being auto-tagged by applying the cspnotag tag to their customer account. You can find more information in the Custom Pricing app under Manage Tags > Pro Tips.

Note: This feature is not compatible with the Accelerated Method (V3) of Custom Pricing at this time.

What happens if a customer makes a purchase when they're not logged in?

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

When does a customer have to log in to get their wholesale pricing?"

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

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

Integration FAQs

Is Custom Pricing compatible with my currency converter?

Custom Pricing does not have an official integration with any third-party or built-in theme currency converters. It is recommended to test this on your end using a backup theme.

It is possible for currency converters to work when using Custom Pricing in Variant Dependent Method (Version 1) or Draft Order Method (Version 2), but this should be tested. Currency converters are not compatible with Accelerated Method (Version 3).

When using the Draft Order Method, the currency conversion could be shown on the storefront, but would revert to your store default currency in the checkout. Depending on the currency converter you are using, this could be the default method already.

When using the Variant Dependent Method, the currency converter would most likely be able to work in the checkout as well as on your storefront, depending on the type of currency converter you are using.

Is Custom Pricing compatible with Shopify POS?

Custom Pricing integrates with Shopify POS when using the Accelerated Method (V3). This integration is available on the Complete plan.

Additionally, when using Custom Pricing in Variant Dependent Method (V1) the app creates hidden duplicate variants to represent the discounted pricing. These discounted variants are visible on Shopify POS and can be manually selected.

Custom Pricing in Draft Order Method (V2) does not work with Shopify POS.

For more information about each discounting method, please visit Discount Methods and How to Switch.

Will Shopify's Buy Now buttons work with Bold Custom Pricing?

Buy Now buttons on your product pages skip the necessary add to cart functionality that Custom Pricing requires when your customers add products to the checkout. Using the Buy Now button causes 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.