Customer Prices: Price configuration

Introduction

This article guides Seller Admins through managing prices on the Seller View. You can configure prices for all customers or specific customers, and set prices for all products, specific vendors, or individual products. The article covers accessing the Customer Prices section, creating new price configurations, and understanding when price changes take effect.

In this article:

• Customer Prices section overview
• Create a new Customer Price configuration
• Setting up prices for specific customers or all customers
• Setting up prices for specific products, vendors, or all products

Customer Prices section overview

The Customer Prices section is accessible by Seller Admins in Seller View. This section allows you to set up prices on the portal.

The first page displays an overview of all price configurations defined in the platform. For easier navigation, use the available search bars and filtering options.

To set up new prices, use the Create new button.

The Filter organizations with customer-specific markup checkbox allows you to show all customers who have at least one effective customer-level price configuration. A tooltip provides additional information when you hover over the checkbox.

To see price configurations for any customer or multiple customers, select those customers in the Customers drop-down list.

You can edit any price configuration by clicking on the corresponding Offer name.

Please check the corresponding articles to learn more on How to change or delete the existing Price Configuration on the portal.

Create a new Customer Price configuration

To create a new Customer Price configuration, either generic or specific, navigate to Catalog → Customer Prices → Create New.

On the Create Price page, you can:

• Choose the Customers (all customers or specific customers), you can filter also the Organizations with customer specific markup
  
• Select Vendors or Products (all products, specific vendor, or specific products)
  
• Create effective Price Periods (when creating a new price, the selected period is saved exactly as chosen)
  
• Define the price settings for the new price configuration
  

Price configuration options

Customers - set up Markup for all customers on the portal or for specific customers.

All offers - set up Markup for all products in the Catalog.

Specific vendor - set up Markup for all products of a chosen Vendor.

Specific offers - set up Markup for chosen products.

Setting up prices for specific customers or all customers

To create a price for a specific customer, select that customer's name from the Customers drop-down field.

To create a price for all customers on the portal, leave the value All in that field.

Price effective dates based on customer status

If prices specific to a customer are configured, and the specified customer has no Subscriptions or Orders placed, you can configure price settings effective starting from today's date. A message will appear indicating this option.

If prices specific to a customer are configured, and the specified customer has one or more Subscriptions or Orders placed, you can configure settings starting from tomorrow's date. A message will appear indicating this option.

Setting up prices for specific products, vendors, or all products

All products

To create a price setting affecting all products on the portal, choose All in the Offer field.

Specific vendor

To create a price setting affecting all products of a specific Vendor, choose Specific vendor and select the desired vendor.

Specific products

To create a price setting affecting specific products, choose Specific offers and select the desired product or group of products. You need to provide a friendly name to the group of products in the Name field, which is a mandatory field.

NOTE! To enhance the user experience, if an offer is a trial, the term "Trial" will be appended to the offer name in the list. This applies to both search results and added offers.

Define price periods and settings

Click Add to create an effective period for the new price setting.

An additional field will open where you can define the dates from and till. From and Till dates are fully included in the selected period. You can expect consistent behavior. The selected Till date will represent the entire day across both interfaces, resolving discrepancies between what is shown and saved.

Save the selected dates.

Select the Price Source, check the Special price box if necessary, define the Markup, and set the Soft and Hard limits.

Once the new price configuration is defined, click Save.

Summary

This article guided Seller Admins through configuring Customer Prices on the Seller View. You learned how to access the Customer Prices section, create new price configurations for all or specific customers, and set prices for all products, specific vendors, or individual products. Understanding price effective dates and the price hierarchy helps ensure accurate pricing management on the portal.

Related content

• How to change or delete the existing Price Configuration
• What is Soft and Hard Limit?
• Price Hierarchy