How Can I Create Customer Specific Price Lists?

Merchants on Shift4Shop Enterprise and End-to-End eCommerce plans can set customer specific pricing lists to further expand their pricing strategies.

The following steps will show you how to use the Price List Module

1. Log into your Shift4Shop Online Store Manager
2. Using the left-hand navigation menu, go to Modules
3. Once you get to Modules, use the search bar at the top of the page and search for "Price Lists" to locate the module.
4. Mark the "Enable" checkbox
5. Click "Save" at the top right

These steps will enable the module. The next steps will show you how to create your lists.

Creating Your Price List

6. With the module still visible, click on its "Settings" button
7. Click on the "Add List" button
8. Provide a name for your list
9. Click "Save" to finish adding the list.

Next, you will add products to this list.

10. Using the search bar, locate the items you would like to add to this price list.

After you search for the first item, it will be added to the list. Then, each subsequent item you search will also be added to the list.

Once you've created your list, use the "New Price" field on each entry to set the items price for the item(s) present on the list.

11. Click "Save List" at the top right to complete the list.

Assigning Customers to Lists

Once your list(s) is/are completed, you will assign customers to the list by following these steps:

1. Using the left-hand navigation menu, go to Customers >Customer List
2. Locate the customer record you'd like to edit and click on the name.

You will see a new "Price Lists" tab added to the customer record.

3. Click on the new "Price Lists" tab
4. Next, click on the "Select Price List" button

A pop up window will appear with your configured price list(s).

5. Click "Select" to add a specific price list to the customer record.
6. Afterward, if you need to add additional lists to the customer record, click on the "+ Select a Price List" button to add more lists to the customer.

CSV Export/Import

Exporting the CSV

To generate an export CSV of your created Price Lists, follow these steps:

1. Using the left-hand navigation menu, go to Modules
2. Once you get to Modules, use the search bar at the top of the page and search for "Price Lists" to locate the module.
3. Click on the "Settings" button for the module
4. Next, click on the "Export/Import" button found on the top right of the page

You can use the Export function to generate a CSV file of the store's created Price Lists.

Importing the CSV

You can also use the import function on the same page to import your Price List CSV file. This can be used to update existing Price Lists as well as create new ones when necessary.

Whether exporting or importing, the CSV file will use the following column headers:

• List_Id
  The database ID of the list. This is needed for imports when updating your existing price lists. When using the import function to create new price lists, leave this column in place, but with the cell blank/empty.
• List_Name
  The name of the Price List using the entered data.
• Catalog_ID
  The is the database/catalog ID of the product for the list.
• Product_Sku
  The ID/SKU of the item for the list
• Product_Price
  The product's price on the custom price list.

How it works

Once a customer has been assigned to a price list, they will automatically see these new prices when they are logged in. These new prices will replace the original prices on the store, and the customer will not need to do any additional work on their end.

This feature works very similarly to the Price Levels feature used in Customer Groups. Both features will have the same end result of replacing the product price with the custom price specified. The main difference is that Price Lists are created and assigned to specific customer records, while Price Levels apply to an entire Customer Group. Depending on your needs, one of these solutions may work better than the other. If you only want to offer a certain price to specific clients, Price Lists would be the easiest approach. But if you are working with a large group of customers who may also need unique shipping methods, then Price Levels may be a better tool.