Discount Methods and How to Switch

Identify your Custom Pricing Version

It's important to first distinguish which version of Custom Pricing your site is using, as you'll be able to determine if you need to switch discounting methods, or stick with your current version.

You can identify the version of Custom Pricing on the admin home page of the app at the bottom of the page: 

custom_pricing_versioning.png



Understand the Discount Methods

Custom Pricing can control how your wholesale pricing works on your storefront in 3 different ways:

  • Variant Dependant Method (Version 1)
  • Draft Order Method (Standard - Version 2)
  • Accelerated Method (Version 3)

Each method offers various benefits and limitations based on their functionalities. You can decide which one will work best for your business.

Note: By default, the Accelerated Method is supplied on new installs of Custom Pricing, unless your site has one of the conflicting apps mentioned below installed. Custom Pricing will then enable the Draft Orders Method on your site.

Select each heading below for more information on the discounting methods:

With this method, Custom Pricing creates a duplicate variant for each customer level/tag associated with that product. These duplicate variants are an exact copy of the ones that already exist, but have the discounted price you applied.

Benefits

  • Discount codes can still be used in the checkout.
  • Storefront product prices display instantaneously.
  • Allows checkouts directly from the cart page with third-party payment gateways (i.e. Amazon Pay, PayPal, Apple Pay, Google Pay, etc.).
  • Compatible with Bold Subscriptions.

Known Limitations

  • Unable to hide discounts reliably from other apps (i.e. 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 variants created by the app as individual product listings.
  • If you use discount codes, they will "stack" on the existing Custom Pricing discount. This will result in double discounting.

With this method, a draft order is created and processed (with the customer's discount) when they select the checkout button.

Benefits

  • No variants are created.
  • No need to pause the app when importing or editing products in the Shopify admin.
  • Faster syncing to keep discounts in sync with the latest store prices.
  • More compatibility with inventory management apps.
  • Uses your Shopify out-of-stock rules.
  • Products don’t have tagging information appended to their name (i.e. large red shirt - gold-tier).

Known Limitations

  • Third-party checkout buttons (i.e. Amazon Pay, PayPal, Apple Pay, Google Pay, etc.) should be hidden on the cart page and visible in the checkout.
  • Draft orders will remain in your Shopify admin even after a customer has checked out.
  • You cannot use Shopify discount codes at all (this may be a benefit, depending on your business model).
  • Not compatible with Bold Subscriptions.
 Caution

This version is currently incompatible with the following Bold apps:

Due to the way these apps adjust pricing on the storefront, they do not work correctly with Custom Pricing. Our developers are working on a solution, and this article will be updated as these integrations are completed.

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.
  • No need to pause the app when importing or editing products in the Shopify admin.
  • Even faster syncing than the Draft Orders method to keep discounts in sync with latest store prices.
  • More compatible with 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.

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 will not work correctly with Custom Pricing (except for Bold Cashier).
  • 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.


Switch your Discount Method

 Caution

Please turn off all discounts in Custom Pricing before proceeding with the following steps.

To switch discount methods in Custom Pricing, please follow these steps:

  1. From the home page of Custom Pricing, select SettingsGeneral.
  2. Under "Discount Methods", select Switch To This Method on the discount mode you want to use.

    Note: Your product pricing groups will automatically re-sync 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.

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