For the complete documentation index, see llms.txt. This page is also available as Markdown.
Page cover

Adding Individual Customer Specific Pricing

Customer-specific pricing lets you set discounts for customers or groups, applying negotiated rates to selected products.

Customer-specific pricing allows you to set unique prices for individual customers purchasing from a specific store, giving you flexibility to tailor deals, reward loyalty, or meet contract requirements. Instead of applying the same standard price list to everyone, you can assign special rates that automatically apply when that customer places an order. This makes managing agreements simple, reduces manual adjustments, and ensures accuracy at checkout.

This document will guide you through adding Customer-Specific Pricing for an individual customer.


Adding Customer Specific Pricing to an Individual Customer

1

Go to the Customers Page

Select Customers from the main menu. The Customers page will open, showing a list of all your customers.


2

Select the Customer

Select the customer you want to set specific pricing for.

The selected customer’s page will open, displaying all of their details.


3

Go to the Pricing Tab

The Pricing tab lists any customer-specific pricing that has been added for that customer, such as special discount.


4

Click Add Pricing or Add+

Click , or Add + in the top right corner.

The button will only appear if the customer does not already have specific pricing set.

The Add Customer Pricing form will open.

Complete the fields as per the guidelines below:


5

Store

Select which store this pricing is applicable to.


6

Adjustment

The type of adjustment and the amount to apply to the customer’s pricing.

Adjustment Type* [required]

Select the type of adjustment you would like to apply.

Depending on your selection, an additional field will appear, allowing you to enter the relevant adjustment.

  • Price Override: Override the price to a new price, eg. $9.90.

  • Increase $: Increase by a fixed dollar amount, eg. $5 increase.

  • Increase %: Increase by a percentage amount, eg. 10% increase.

  • Discount $: Discount by a fixed dollar amount, eg. $5 off.

  • Discount %: Discount by a percentage amount, eg. 10% off.


Apply Adjustment

Choose where the adjustment should be applied. This determines whether the pricing change applies to all products, specific categories, or individual items for that customer.

Apply Adjustment To* [required]

Choose whether you want the adjustment to apply to All Products, Specific Products, Specific Categories, or only Select Brands for this customer.

Depending on your choice, an additional field will appear (except for All Products), allowing you to make the relevant selections.

  • All Products: The pricing will apply to all products available to the selected customer group.

  • Products: When Specific Products is selected, an additional Products field will appear, allowing you to select the specific products to which you want to apply the price adjustment.

  • Categories: When Specific Categories is selected, an additional Categories field will appear, allowing you to select the specific categories to which you want to apply the price adjustment.

  • Brands: When Specific Brands is selected, an additional Brands field will appear, allowing you to select the specific brands to which you want to apply the price adjustment.


7

Click Save

Click to add the pricing for this customer.

The customer Specific Pricing will be listed under the customer’s Pricing tab.



Editing Customer Specific Pricing

To edit a pricing for a customer:

1

Select Customers from the main menu to open the Customers page.

2

Click on the customer you would like to edit the pricing for.

3

Go to the Pricing tab and click on the discount you would like to edit.

The Edit Customer Pricing form will open.

4

Change any details required, as per the guidelines for adding the pricing.

5

Click the button to update the pricing for this customer.


Removing Customer Specific Pricing

To remove a customer pricing:

1

Select Customers from the main menu to open the Customers page.

2

Click on the customer you would like to edit the pricing for.

3

Go to the Pricing tab and click on the discount you would like to remove.

The Edit Customer Pricing form will open.

4

Click on the 3 dots in the top right and select Remove Pricing. You will be asked to confirm.

Last updated