Knowledgebase: Customers

How Can I Create Customer Specific Price Lists?

 

Merchants on Shift4Shop Enterprise plan 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

 

  1. With the module still visible, click on its "Settings" button
  2. Click on the "Add List" button
  3. Provide a name for your list
  4. Click "Save" to finish adding the list.

Next, you will add products to this list.

  1. 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.

Additional Information
When search for products, you can set the search to locate products based on the following:

  • GTIN
    (also applies to GTIN on product Advanced Options.)
  • ID/SKU
    (also applies to "code" for product Advanced Options.)
  • MPN/MFGID
    (Only applies to the product's main MPN.)
  • All
    (Searches for all 3 listed above at once)

Please note, when searching, you need to enter the full GTIN, ID, or MPN in the field. Partial searches will not return any results.

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.

  1. 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.

  1. Click on the new "Price Lists" tab
  2. Next, click on the "Select Price List" button

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

  1. Click "Select" to add a specific price list to the customer record.
  2. 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.

Additional Information
If the customer record is linked to multiple price lists - and those lists have products that they share in common - the system will favor the higher price to the customer.

In other words, let's say you have two separate price lists. Price list 1 marks a product to $5, and price list 2 that contains the same product marked at $10. If you assign both these lists to the customer record, the system will show the customer the $10 price for that shared item.


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.

Additional Information
When you generate the CSV file, you can use the "Price Lists" drop down menu to select individual price lists for the CSV export or select All to export all of them into the same CSV file.

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.

Tip
When creating new Price Lists via CSV import, be sure to leave the first column List_Id empty.

Furthermore, when the price list contains multiple products, repeat the list id and name of the price list for each individual product contained within it.

For example:

List_ID List_Name Catalog_ID Product_Sku Product_Price
42 List 1 10 ITEM-1001 5.25
42 List 1 11 ITEM-1002 2.99
42 List 1 12 ITEM-1003 9.99
  List 2 13 ITEM-1004 1.99
  List 2 14 ITEM-1005 .99
  List 2 15 ITEM-1006 11.99
  List 2 16 ITEM-1007 12.99

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