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Bold Custom Pricing’s Bold Integrations

Laurel
Laurel
  • Updated

Custom Pricing integrates with most of the other Bold apps that is available on Shopify. While some of the apps work with all discount methods available within Custom Pricing, there are a few integrations that only work while Custom Pricing is on a certain discount method.

For a list of all apps that work with Custom Pricing, please see the sections below.

 


 

Custom Pricing & Bold Memberships

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 reads 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 on the integration setup, please visit Custom Pricing & Bold Memberships Integration.

 


 

Custom Pricing & Bold Bundles

Note: Custom Pricing must be enabled either on Draft Orders Method - Version 2 or Accelerated Method - Version 3. Bold Bundles cannot apply bundle discounts correctly while Custom Pricing is set to Variant Dependant - Version 1. Visit Discount Methods and How to Switch for more information on these methods and how to switch.

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

Note: Bundles must be set to Variant Dependant Method - Version 1 while Custom Pricing is set to Draft Order Method - Version 2 to avoid discounts not being applied in the checkout page.

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 also receive stacking discounts if those products are also added into a bundle group.

Note: Products must be discounted in Bundles first and then in Custom Pricing. If discounts are created in Custom Pricing first, the products are not selectable in Bundles within the product selector.

 

Accelerated Method - Version 3

Note: Bundles must be set to Accelerated Method - Version 3 while Custom Pricing is also set to Accelerated Method - Version 3 in order to avoid conflicting discounts.

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.

Example

  • Product A and Product B is $20.
  • Product A is discounted in Custom Pricing and Bundles.
  • Custom Pricing offers a 50% discount for both products.
  • Bundles offers a $15-off sale for both products when purchased together.
  • Product A and Product B would have the rule in Bundles applied, as your customers would receive these items for $5 each instead of $10 each.

 


 

Custom Pricing & Bold Cashier

Note: Bold Cashier is no longer available for new installations via Shopify. If your store has Bold Cashier installed prior to January 20th, 2020, you are still able to continue using this integration.

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 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 Cashier, select Marketplace.
  2. Select Enable Bold Custom Pricing (Wholesale & Quantity Breaks) option.
  3. This automatically changes 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 Cashier, select Marketplace.
  2. Select Install on the Bold Pricing option.
  3. Select Allow.

 


 

Custom Pricing & Bold Discounts

Note: Custom Pricing must be enabled in the Variant Dependant Method - Version 1 for this integration. Bold Discounts is not able to apply discounts on top of the wholesale or quantity break discounts unless Custom Pricing is using this method. Visit Discount Methods in Custom Pricing and Switch Discount Methods in Custom Pricing for more information on this method and how to switch.

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, all of the variants that exist for a product, including the hidden variants, are discounted based on the discount type selected within a discount group.

Note: When changing prices for products that are receiving discounts from both the Custom Pricing and Discounts app, the discount group must be turned off first before making any changes to the product in Custom Pricing.

 


 

Custom Pricing & Discounts Powered by Bold Price Rules

Note: Custom Pricing must be enabled in the Accelerated Method - Version 3 for this integration. Bold Discounts is not able to discount the same products being discounted in Custom Pricing unless Custom Pricing is using this method. Visit Discount Methods in Custom Pricing and Switch Discount Methods in Custom Pricing for more information on this method and how to switch.

Custom Pricing's Accelerated Method and Bold Discounts Powered by Bold Price Rules 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.

Example

  • Product A is $20
  • Product A is discounted in Custom Pricing and Bold Discounts
  • Custom Pricing offers a 50% discount
  • Discounts offers a $15-off sale
  • Product A would have the rule in Discounts applied, as your customers would receive this item for $5 instead of $10

 


 

Custom Pricing & Bold Multi-Currency

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.

Note: Rounding rules set within Bold Multi-Currency will not reflect quantity break discounts created within Bold Custom Pricing. This means that if a rounding rule has been applied to a language created within Multi-Currency, any quantity break discounts set within Custom Pricing applies to the price of products before the rounding rule has been applied by Multi-Currency.

 


 

Custom Pricing & QuickBooks Sync

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

To ensure that orders can be exported into QuickBooks Online, the order needs to be marked as Paid and/or Fulfilled.

Note: When orders contain hidden variants that are created from Custom Pricing while on the Variant Dependant Method and the order is exported through QuickBooks Sync, hidden variants are treated as new product. In result, a new product is created in the QuickBooks Online account linked in QuickBooks Sync.

In cases where this occurs, the mapping can be changed manually in QuickBooks Sync for the hidden variant to sync to a different product. Alternatively, the discount method in Custom Pricing can be changed to the Draft Order Method or Accelerated Method to avoid these mapping errors from occurring.

 


 

Custom Pricing & Bold Subscriptions V1

Note: Custom Pricing must be enabled in the Variant Dependant Method - Version 1 for this integration. Bold Subscriptions V1 is not able to create your wholesale subscription groups unless Custom Pricing is using this method. Visit Discount Methods in Custom Pricing and Switch Discount Methods in Custom Pricing for more information on this method and how to switch.

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.

Note: If your pricing groups are changed at all, you need to reselect these variants in your subscription groups. As well, all of your product pricing groups should be created before proceeding with this guide.

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.

    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.

    Select Search

  9. Select Continue with selected products.
  10. Optional: Select the Allow Swapping of Products check box.

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

    Select the Allow Swapping of Products checkbox (optional setting)

  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 shows 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 allows 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 lasts. 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 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 & Subscriptions for Shopify Checkout

Custom Pricing and Subscriptions for Shopify Checkout are not compatible due to conflicting functionalities.

 


 

Custom Pricing & Bold Upsell

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 do 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 does 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 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 discounts are added into the cart page and checkout page.

 

Accelerated Method (Version 3)

Discounts created in Custom Pricing 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 & Xero Sync

Custom Pricing does not have an official integration with Xero Sync. Orders that are generated in the Shopify admin section that have discounts added in from Custom Pricing 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.

Note: When orders contain hidden variants that are created from Custom Pricing while on the Variant Dependant Method and the order is exported through Xero, hidden variants are treated as a new product. In result, a new product is created in the Xero account linked in Xero Integration.

In cases where this occurs, the mapping can be changed manually in Xero Integration for the hidden variant to sync to a different product. Alternatively, the discount method in Custom Pricing can be changed to the Draft Order Method or Accelerated Method to avoid these mapping errors from occurring.