Price lists and discounts

Price lists give each wholesale buyer the price their commercial agreement calls for, without duplicating products. Each customer sees only the products and the prices of the list assigned to them.

Step by step

1. In the side menu, go to Configuration → Price Lists.
2. Create the list: a short Code and a Name, for example "D01" and "Distributors". If you want automatic discounts not to apply on that list, tick Exclude from automatic discounts.
3. Save.
4. Go to Catalog → Products, open a product and go to the Price List tab.
5. In the matrix, type that product's price in the list's column. A cell showing — means it has no price in that list.
6. Save the product and repeat on every product you want to sell to that list.
7. Go to Sales → Customers, open the customer, and on the Commercial conditions card pick the list in the Price List field. Save.

No price in the list means the product is invisible

This is the most important rule and the one that surprises people most: if a customer has a list assigned, they only see the products that have a price loaded in that list. There is no fallback to the base price. A product with no price in the customer's list simply does not appear in their catalog.

What that means in practice:

• If you create a list and load prices for 3 products, that customer sees those 3 products and nothing else. They do not see the rest of the catalog at the general price.
• Putting 0 in a list is the same as leaving the cell empty: it reads as "I don't sell this on this list" and the product is not published to those customers. It does not show $0.
• This works as a private catalog: you create a list with the reserved products and assign it only to whoever should have it.
• When you load new products, remember to give them a price in every active list. Otherwise your customers with a list assigned will not see the new arrivals.

Customers without a list assigned see the catalog at the base price. There too the price has to be above 0: a product priced at 0 with no priced variants is not published to anyone.

The product's price matrix

On the Price List tab the rows are the product, or one row per variant if the product has options, and the columns are Base plus one for each list you have created.

You type the final price into each cell: what that customer pays for that variant. It is not a percentage and not a markup.

Each column's ⋯ menu brings three actions that act on that product's whole column:

• Multiply by % of base price: you type a percentage over the base price. 120 leaves the column 20% up; 85 leaves it 15% down.
• Set price for the whole column: puts the same price in every cell of that column.
• Clear column: deletes every price in that list for that product. Careful: that removes the product from the catalog of that list's customers.

The Manage price lists link takes you straight to the screen where lists are created and deleted.

Loading and updating prices in bulk

By spreadsheet. The product export carries one column per list, headed LIST followed by the list code. Export from Configuration → Tools, button Download spreadsheet, fill in the list columns in the spreadsheet and import it back from the same screen. Spreadsheet prices are absolute, exactly as in the matrix.

A percentage increase in one click. In Configuration → Tools, card Bulk Price Increase: you enter the Percentage, choose in Price List whether the increase applies to the General price or to a specific list, and turn on Round? if you want amounts without cents. The button is Increase prices. A negative percentage lowers prices.

Before a bulk increase, export the spreadsheet and keep it: it is your way back.

Offer prices

There are not two price fields, one normal and one promotional. To show an offer, enter the reduced price in Price and turn on the product's Offer switch, with its Offer text.

If what you need is a percentage calculated off the list price, or a promotion with a date range, a coupon or a quantity threshold, that is built in the Discounts section, not here.

If you cannot find it

• You cannot see the Price List tab on the product: you have not created any list yet. They are created in Configuration → Price Lists.
• You cannot see the Manage price lists link: your user does not have configuration permission.
• A customer cannot see products that are Visible: they have a list assigned and those products have no price loaded in that list.
• A seller sees fewer lists than you do: sellers can be limited to specific lists.
• You are looking for quantity discount tiers: in stores with the new discount system that control no longer exists in the wholesale settings. Volume discounts are built in the Discounts section.