Wholesale Price Lists

Wholesale price lists

Wholesale price lists allow you to set custom pricing rules for specific customer groups based on tags. By applying a tag to multiple customer accounts, you can create a shared pricing structure for those customers.

When creating or editing a price list, the first step is selecting the customer group by choosing a tag. This tag determines which customers will receive the pricing rules you set. For example, if you use the tag wholesaleA, any customer account with wholesaleA in their profile will automatically receive the assigned pricing.

Once a tag is selected, you can define price rules for specific products or collections, or for the entire store. Price rules can be set in two ways:

• Fixed price – Set a specific price for the product, collection, or the entire store.
• Percentage-based discount – Apply a discount percentage to reduce the original price.

With this system, you can easily manage wholesale pricing, VIP discounts, or any other customer-segmented pricing strategy.

The wholesale price list index

The wholesale price list index provides an overview of all the price rules you have set up, organized by customer tags. Each price list connects a customer tag to specific price rules, defining how pricing is applied to different customer groups.

What you can do from the price list index

• View all price lists – See a complete list of all customer groups with associated price rules, including the number of customers assigned to each list.
• Review pricing details – Check whether a price list applies to the entire store, specific collections, individual products, or product variants.
• Create a new price list – Click “Create price list” to set up a new customer tag with custom pricing rules.
• Delete multiple price lists – Select multiple price lists at once and delete them in bulk if they are no longer needed.
• Duplicate a price list - Select a price list and click duplicate to use an existing price list as a template for a new price list.
• Export price lists - Export price lists as a .csv file.

This index helps you quickly manage and organize their wholesale or special pricing strategies efficiently.

Accessing the price list index

To view and manage your price lists, navigate to the Pricing & Discounts section of the app. From there:

1. Locate the Wholesale price lists card at the top of the page.
2. Click Manage prices to open the Price lists index.

This will take you to the Price lists index, where you can see all existing price lists, review their details, and make changes as needed.

Creating a price list

A price list connects a customer tag to specific price rules, allowing you to control pricing for different customer groups. Follow these steps to create a price list:

Navigating to the Create price list page

1. Go to Pricing & Discounts in the app.
2. Click Manage prices in the Wholesale price lists card.
3. Click Create price list in the top-right corner.

Assigning a customer tag

In the Customer group section, enter a tag to define the customer group.

• If the tag is already in use, you’ll see how many customers have it.
• If you enter a new tag, the system will show 0 customers assigned to it.

Adding more customers to the price list (if needed)

1. Click “Manage customers” to open a list of all customers.
2. Select customers to add to this tag.
3. Click “Update” to apply the tag and return to the price list setup.

The number of customers will now reflect your updates.

Adding price rules

Once you’ve assigned a customer tag to a price list, the next step is to define pricing rules for specific products or collections.

1. Click Add price rule to bring up the price rule selection modal.
2. Select the scope of the price rule - you will be prompted to choose what the price rule will apply to:
   • Entire store – Applies the rule to all products in the store.
   • Collection – Applies the rule to specific collections. A resource list of all collections will appear, allowing you to select multiple collections.
   • Product – Applies the rule to individual products. A resource list of all products will appear, allowing you to select multiple products.
     • To set price rules per variant, select the product.  Once it's been selected you can set the variant prices by clicking the variants link underneath the product's thumbnail.
3. Add selected collections or products
   • Once you’ve selected collections or products, click Add to confirm your choices.
   • The selected collections or products will now appear in the Price rules section of the price list.
   • Products with variants will display the number of variants underneath the product's thumbnail.  Click the variants link to set individual variant prices.
4. Select the type of price rule - For each selected product or collection, set the type of price rule:
   • Fixed price – Enter a specific price that customers will pay.
   • Percentage discount – Enter a percentage to discount from the original price.
5. Save the price rules - Once all price rules are set, click Save to finalize the price list. The selected customers will now see the updated pricing when shopping.