With customer specific pricing, you can offer different prices to multiple customer groups (or locations) for the same product.
Setup customer group(s) and price book(s)
First, you will need to decide which group(s) of customers will require specific pricing and create these customer group(s) as required, for example, "VIP Customers" or "Wholesale Customers". For more information on customer groups, refer to Using customer groups in Retail POS (X-Series).
Next, you need to create price books specific to the customer group (or location) to facilitate the customer specific pricing. Duplicate your General Price Book (All Products) and set the customer group (or location) that you wish the pricing to apply. For more information on price books, refer to Running sales using price books.
Price books that have a start and/or end time or include product quantity requirements will not be available for customer specific pricing. Ensure that these are not set when creating the price book(s).
Editing customer specific pricing
Once your customer groups and price books have been created, you can start adding customer specific pricing to your products.
- Navigate to Catalog > Products.
- Locate the product you wish to apply customer specific pricing, using the filters if necessary, and click the edit pencil to the right of the product. Alternatively, you can click the product to expand and click Edit.
- Scroll to the Price and Loyalty section. All price books that the product is included in will display in the Price point column.
For variant products, scroll to the the Variants section instead. Here you can click the product variant to expand and then click Price and Loyalty. Variant products do not currently support the ability to add another price point and will need to already be included in a price book for it to be displayed in the Price point column.
- Use the Markup or Retail price fields to adjust the price you wish to offer.
- To add a price book that a standard product is not included in, click Add another price point. Choose a price point drop-down, select a price point (price book) that you wish to apply to the product, or use the Search all price points field to locate and select the price point (price book) you desire.
- To add additional price points, repeat steps 3 to 5. When complete, click Save to finish.
Confused about the difference between customer specific pricing and promotions?
Customer-specific pricing is meant to be a permanent strategy, and allows you to set specific pricing at an individual product level. For example, customer specific pricing can be used for wholesale pricing and membership pricing.
Promotions are typically time-constrained (temporary). Promotions are best suited for applying a flat discount across a group of products for a certain customer group, for example 10% off for your VIP customers. Promotion names are also featured on the receipt so are used for marketing purposes. For more information about promotions, refer to Setting up promotions in Retail POS (X-Series).