Bold Custom Pricing’s Bold Integrations

Custom Pricing integrates with Bold Bundles when using either the Draft Orders Method - Version 2 or Accelerated Method - Version 3 discount method.

For more information in regards to the two integrations, please see each integration below:

Draft Order Method - Version 2

Custom Pricing has in integration with Bundles which allows products added from a bundle widget to receive wholesale discounts set in Custom Pricing. 

After the installation has been completed for both apps, products that are added into price groups in Custom Pricing will also receive stacking discounts if those products are also added into a bundle group. 

Accelerated Method - Version 3

Custom Pricing's Accelerated Method and Bold Bundles Accelerated Method both use a connection API to apply discounts to products on your storefront and in result, does not require an additional setting to enable both apps together. 

When a product is being discounted across both apps, the highest/best discount is applied to the product on the storefront.

Custom Pricing can integrate with Bold Cashier with all three discount methods available in Custom Pricing. 

For more information in regards to each integration, please see how each discount method integrates below: 

Variant Dependant Method (Version 1)

While Custom Pricing's discount method is set to the Variant Dependant Method, hidden variants are created for wholesale discounts or quantity break discounts. These hidden variants replace the live variant when a customer is logged in with an account that is tagged with a tag created within the app, or when a customer has added sufficient quantity for a product that meets the requirements for a quantity break goal. 

When Cashier has been enabled, the hidden variants created from Custom Pricing will pass into the Cashier checkout page from the cart page, similar to any other product that is added into the checkout. 

Draft Order Method (Standard - Version 2)

Bold Cashier is integrated with Custom Pricing while the discount method is set to Draft Orders (Standard). This gives your customers the ability to receive Custom Pricing discounts while using Cashier's checkout.

Using Shopify's Discount Code Connector, your wholesale customers are able to use discount codes at checkout. This works with both the Variant and Draft Order (Standard) methods of Custom Pricing.

To integrate these two apps while Custom Pricing's discount method is set to Draft Orders (Standard), please follow these steps:

1. From within the Cashier app, select Marketplace.
2. Select Enable on the Bold Custom Pricing (Wholesale & Quantity Breaks) option.
3. This will automatically switch your discount method within Custom Pricing to the Standard Method - Discounts using Cashier. 

Accelerated Method (Version 3)

Bold Cashier is integrated with Custom Pricing while the discount method is set to Accelerated Method. This gives your customers the ability to receive Custom Pricing discounts while using Cashier's checkout.

Using Shopify's Discount Code Connector, your wholesale customers are able to use discount codes at checkout. This works with both the Variant and Draft Order (Standard) methods of Custom Pricing.

To integrate these two apps while Custom Pricing's discount method is set to Accelerated Method, please follow these steps:

1. From within the Cashier app, select Marketplace.
2. Select Install on the Bold Pricing option.
3. Select Allow.

While Custom Pricing's discount method is set to the Variant Dependant Method, hidden variants are created for wholesale discounts or quantity break discounts. These hidden variants replace the live variant when a customer is logged in with an account that is tagged with a tag created within the app, or when a customer has added sufficient quantity for a product that meets the requirements for a quantity break goal. 

When a discount group is created in Discounts V1, all of the variants that exist for a product, including the hidden variants, will be discounted based on the discount type selected within a discount group. 

Custom Pricing's Accelerated Method and Bold Discounts both use a connection API to apply discounts to products on your storefront and in result, does not require an additional setting to enable both apps together. 

When a product is being discounted across both apps, the highest/best discount is applied to the product on the storefront.

Custom Pricing integrates with Bold Memberships to give you with the ability to offer product discounts to customers who are signed up as members.

When subscribing to a membership plan created in Bold Memberships, your customers are automatically marked with a tag associated with the membership plan. This same tag can be used in Custom Pricing to offer discounts. Custom Pricing will read this tag to display the discounted product prices to your logged in plan members. 

Custom Pricing creates the price discounts, while Memberships provides access to the plans.

Bold Memberships also provides many other features allowing you to offer exclusive content to your members only, and more. For more information, please visit Bold Memberships Pricing & Overview.

To set up a Custom Pricing discount for your plan members in Bold Memberships, please follow the steps below.

Setup

Step 1. Set up the Tag & Discount in Custom Pricing

1. From within Custom Pricing, select Manage Tags.
2. Select Add Tag and enter a name for your tag.

   Note: You can enter any name you would like for the tag, just be sure to record this tag for later. You'll need to enter the exact same tag name in Memberships when creating your plan.

3. Optional: Enter a Default Discount. 

   Note: This is the discount percentage you'll be providing to your customers who are members. If you prefer to create different discounts for select products only, please visit Create, Edit, or Delete Product Pricing Groups to hand select your products and discounts.

4. Select Yes or No to charge tax.
5. Optional: Select an Auto-tag rule.
6. Enter a Description.
7. Optional: Enable Apply discount storewide.

   Note: If you prefer to create different discounts for select products only, please visit Create, Edit, or Delete Product Pricing Groups to hand select your products and discounts.

8. Select Save.

Step 2. Create the Membership Plan

1. From within Bold Memberships, select Plans.

   

2. Select Create New Plan.
3. Enter a Plan Name.
4. Enter the Plan Tag.

   Note: This is the tag that must match the one created in Step 1.2 above. These tags are case-sensitive and must match each other exactly in order for the integration to work.

5. Enter a Plan Description.
6. Optional: Select Edit Access Denied Message to change the text.
7. Optional: Select Enable Trial? and enter a number of Days to enable a free trial.
8. Optional: Select Enable Email Verification? (Adds an additional input field for users to confirm the email address entered on the membership signup widget).

   

9. Enter Cycle Pricing to set the fee for this plan.
10. Select a Billing Cycle (Weekly, Monthly, Quarterly, or Yearly).
11. Enter How many payments.

    Note: Deselect Forever and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave Forever selected to have the payments continue until the subscriber cancels.

12. Select the Checkmark to add this billing option.
13. Optional: Select Add Billing Option to add another option.
14. Repeat Steps 17 - 21 until you have added all billing options.

    

15. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields.

16. Optional: Select Add Rule to add rules to the pla.

    Note: This can be used to show specific products, collections, etc. to these members only. The plan rules are set from the perspective of a member. This means that if you want to hide content from non-members, you'll create a Show rule for the respective content.

17. Select Save near the top right corner or lower left corner of the page. 

Next Steps

• After the membership plan has been saved and the discounts are activated in Custom Pricing, you can test out the membership rules and discounts applied from Custom Pricing by inviting yourself to a free membership plan.

• If the wholesale discounts are not present on the storefront or in the checkout page while logged in with an active membership, please visit Troubleshooting with Bold Custom Pricing for more information on resolving these issues on your storefront.

Custom Pricing works out of the box with Bold Multi-Currency once both apps are installed on the storefront.

Custom Pricing applies the discounts to the storefront either through hidden variants (Variant Dependant Method), through backend metafields (Draft Order Method) or through a backend connection API (Accelerated Draft Orders).

Multi-Currency reads the prices on all pages and converts the price based on the the currency that is selected (either by the customer or through the geolocation feature in Multi-Currency) in the currency widget.

Custom Pricing does not have an official integration with Quickbooks Online Sync by Bold. Orders that are generated in the Shopify admin section that have discounts added in from Custom Pricing will export into QuickBooks Online the same way as regular orders.

In order for an order to be exported into QuickBooks Online, the order needs to be marked as Paid and/or Fulfilled.

Custom Pricing is integrated with Bold Subscriptions V1 to allow you to offer products to your wholesale customers on a subscription basis.

This integration provides your customers with their wholesale discount and creates a recurring subscription of items. You can choose which products you want to offer on as a subscription, along with the shipment intervals.

To integrate Custom Pricing and Subscriptions, please follow these steps: 

1. From within Subscriptions, select Subscriptions, then My Subscriptions. 
2. Select Create Subscription Group. 
3. Enter an Internal Subscription Name. 
4. Select a Subscription Type.
5. Under Step 2: Select Product(s), choose Select products. 
6. Deselect the Group variants by products option. 

   

7. Select Search.
8. Select ADD next to each of your product pricing variants.

   Note: Only select the variants that relate to the product pricing group you're creating a subscription for. For example: select every gold-status variant if you're creating a subscription group for your gold-status customers. 

   

9. Select Continue with selected products. 
10. Select the Allow Swapping of Products check box (optional).

    Note: With this option selected a customer will be able to swap the product they are subscribed to with another product in the same subscription group. 

    

11. Under Step 3: Select Intervals, select:
    • The Let customer select order interval radio button. 
      1. Select the intervals you would like to offer.

         Note:  You must select at least one interval: day, week, month, and/or year.

      2. Enter a maximum interval length.

         Note:  This is the maximum interval a customer can select, and will show as a drop-down before the time length (ex. Ship every 2 months). 

    • The Set a fixed order interval radio button. 
      1. Under orders will be processed every, enter a number.
      2. Select Day(s), Week(s), Month(s), or Year(s).

         Note: If you select monthly or weekly, you can choose a particular day to charge customers or you can charge them on the anniversary of their purchase date. 

12. Select Subscription only or Subscription and one time purchase.

    Note: This will allow customers to purchase the same items as either a one-time purchase or subscription product. We generally recommend selecting Subscription and one time purchase to provide your wholesale customers with more options.

13. Select Maximum Subscription Length:
    • No limit - the subscription will continue until it is canceled.
    • Set max number of recurring orders to - lets you specify how long the subscription will last. Selecting this allows you to add an ongoing option and to enable customers to prepay for subscriptions if selected.
14. Under Minimal Fulfilled Order Requirement, select:
    • Off; or
    • Customers can cancel after at least XX orders.
      • Enter a number.
15. Under Step 4: Offer a Discount, select which discount to offer on subscriptions:
    • No Discount.
    • Offer the same discount on all orders.
    • Offer different discounts on initial and recurring orders.

    Note: We generally recommend selecting No Discount as these customers will receive their wholesale discounts on this subscription.

16. Select Save.
17. Repeat Steps 3 - 17 for every pricing tag you have in Custom Pricing.

Custom Pricing is integrated with Bold Upsell to allow upsell or cross-sells to contain wholesale discounts in the upsell pop-up modal.

For more information in regards to how each discount method in Custom Pricing integrates with Bold Upsell, please see the following below:

Variant Dependant Method (Version 1)

If a hidden variant created in Custom Pricing is used as an upsell offer, the hidden customer pricing variants will not show for a regular customer. However, if a regular version of a variant is selected to be upsold, that has a customer pricing version as well, the custom pricing version will not show if someone eligible for it triggers the upsell.

In order for a customer pricing variant to show, it should be selected as the upsell item instead of the entire product (or regular variant). If you don't want a regular customer to have access to that variant, have the trigger item a custom pricing variant that only a custom pricing customer would have access to.

Draft Order Method (Version 2)

Products that are being discounted in Custom Pricing in this discount method will always show the full price in the Bold Upsell modal for eligible customers and regular customers.

If an eligible customer adds a product that is being discounted in Custom Pricing to the cart or into the checkout from the Upsell modal, the product will have the appropriate discounts on the cart page and the checkout page.

Accelerated Method (Version 3)

Discounts created in Custom Pricing will reflect in the pop-up Upsell modal if an eligible customer is logged in prior to either adding a trigger product to the cart on the product page or selecting the checkout button on the cart page if a trigger product is added into the cart.

Custom Pricing does not have an official integration with Xero Integration by Bold. Orders that are generated in the Shopify admin section that have discounts added in from Custom Pricing will export into Xero the same way as regular orders.

In order for an order to be exported into Xero, the order needs to be marked as Paid and/or Fulfilled.