Identify Your Custom Pricing Version
It's important to identify which version of Custom Pricing is active on your store so you can determine if it's the right version for you, or if you need to switch.
You can find the version of Custom Pricing at the bottom of the Home Page in the app admin:
Walkthrough
Understand the Discount Methods
Custom Pricing can discount your products using three different methods in the following three versions:
- Variant Dependant Method (Version 1)
- Draft Order Method (Standard - Version 2)
- Accelerated Method (Version 3)
Each method offers various benefits and limitations. You can decide which one works best for your business.
Note By default, Accelerated Method (Version 3), is supplied on new installs of Custom Pricing.
Please review each section below for more information on the discounting methods.
Variant Dependent Method - Version 1
With this method, Custom Pricing creates a duplicate variant for each customer group/tag associated with that product. These duplicate variants are an exact copy of the ones that already exist, but have the discounted price applied.
Benefits
- Discount codes can be used in the checkout.
- Storefront product prices display instantaneously.
- Allows checkouts directly from the cart page with third-party payment gateways (Amazon Pay, PayPal, Apple Pay, Google Pay, etc.).
- Compatible with Bold Subscriptions V1.
Known Limitations
- Unable to hide discounts reliably from other apps (social media and other third-party Shopify apps).
- Too many variants can become difficult for some stores to manage.
- Limited by Shopify's 100-variant per-product limit.
- Wait time to keep discounts in sync with latest store prices.
- Not compatible with most inventory management apps. This is because they see the discounted variants as individual product listings.
- Discount codes stack on top of the Custom Pricing discount. This can be a benefit or limitation depending on your preference.
- Not compatible with Shopify 2.0 themes which use the render tag.
Draft Order Method (Standard) - Version 2
This method creates and processes a draft order (with the customer's discount) when your customer selects the checkout button.
Benefits
- No variants are created.
- Faster syncing to keep discounts in sync with the latest store prices.
- Increased compatibility with inventory management apps.
- Uses your Shopify out-of-stock rules.
- Compatible with currency converters.
- Products don’t have tag information appended to their name (i.e. large red shirt - gold-tier).
- No need to pause all groups when importing or editing products in the Shopify admin.
Note If the product you are updating is included in an active group, it is recommended to pause that specific group.
Known Limitations
- Third-party checkout buttons (Amazon Pay, PayPal, Apple Pay, Google Pay, etc.) should be hidden on the cart page and only visible in the checkout.
- Shopify discount codes do not work with Custom Pricing (this may be a benefit, depending on the sales you're offering).
- Not compatible with Shopify 2.0 themes which use the render tag.
- Not compatible with Bold Subscriptions.
- Draft orders will remain in your Shopify admin after a customer has checked out.
Note These can be deleted manually.
Accelerated Method - Version 3
With this method, a draft order is also created (with the customer's discount) and processed when they select the checkout button.
Benefits
- No variants are created.
- Even faster syncing than the Draft Orders method to keep discounts in sync with latest store prices.
- Compatible with Shopify 2.0 themes.
- Compatible with most inventory management apps.
- Follows Shopify's out of stock rules.
- Price groups can be turned on and off automatically using a start and end date.
- Products don’t have tagging information appended to the Product name.
- No need to pause all groups when importing or editing products in the Shopify admin.
Note If the product you are updating is included in an active group, it is recommended to pause that specific group.
Known Limitations
- Third-party checkout buttons (i.e. Amazon Pay, PayPal, Apple Pay, Google Pay, etc.) should be hidden on the cart page and only visible in the checkout.
- Third-party checkouts do not work correctly with Custom Pricing (except for Bold Cashier).
- Not compatible with Bold Subscriptions.
- Most currency converters must be disabled before offering wholesale prices with Custom Pricing.
- Hide Tag functionality is not compatible.
- Shopify discount codes will not work with Custom Pricing (this may be a benefit, depending on the sales you're offering).
- Draft orders remain in your Shopify admin after a customer has checked out.
Note These can be deleted manually.
Switch your Discount Method
Note If the version you would like to switch to is not displayed as an option, please reach out to our Customer Success team to make the necessary changes for you.
To switch discount methods in Custom Pricing, please follow the steps below.
- Within Custom Pricing, navigate to Settings > General. and select Pause all groups and allow the sync to complete.
- Under Discount Methods, select Switch To This Method on the discount mode you want to use.
Note Your product pricing groups automatically re-syncs after the discount method is changed. This may take some time depending on how many products are in these groups, and the discount method that was selected.