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This guide answers several frequently asked questions regarding Custom Pricing's functionalities. Select one of the questions below to view the answer.

 


 

  1. Custom Pricing can automatically discount products in 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.

  2. 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.

      Selected draft order

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

      Remove customer

    9. Search and select the customer you would like to create the draft order for.
    10. Complete your process as usual.
  3. Payment options can't be handled with Custom Pricing unless you set up a custom payment term. Example You send out 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.

  4. No, Custom Pricing can only discount from 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.

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

  6. 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.

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

  8. In order to get a wholesale account, your customers need to create a Shopify customer account on your store. You then need to manually tag their account with a Custom Pricing tag to allow wholesale discounts, 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 an invite.

    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 Bold Custom Pricing’s Bold Integrations to read more about the integration between Custom Pricing and Memberships.

  9. Custom Pricing does not have an official integration with any 3rd 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). 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.

  10. Custom Pricing does not have any official integration with Shopify POS. However, when using Custom Pricing in Variant Dependent Method (Version 1) 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) or Accelerated Method (V3) does not work with Shopify POS.

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

  11. 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 Draft Orders Method of Custom Pricing at this time.

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

  13. 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.

  14. 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.

    Dynamic Buy Now Button

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