With customer-specific pricing, you can offer different prices to multiple customer groups and locations for the same product.

The difference between customer-specific pricing and promotions:

• Customer-specific pricing: Typically, a permanent strategy that 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: Typically time-constrained and 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 and are used for marketing purposes. For more information about promotions, refer to Setting up promotions in Retail POS (X-Series).

Setting up customer groups and price books

First, you need to decide which groups of customers will require specific pricing and create these customer groups 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 want the pricing to apply.

Assigning multiple customer groups or locations to one price book

You can also assign multiple customer groups or locations to a single price book. You only need to edit one price book to have changes reflect across all the stores or groups assigned. When creating the price book, select the Customer group or Outlet dropdown and check the boxes beside the outlets or groups that the price book will include.

Price books that have a start and/or end time or include product quantity requirements won't be available for customer-specific pricing. Ensure that these aren't set when creating the price books.

For more information on price books, refer to Running sales using price books.

Editing customer-specific pricing

Once your customer groups and price books have been created, you can start adding customer-specific pricing to your products.

1. Navigate to Catalog > Products.
2. Locate the product you want to apply customer-specific pricing to, using the filters if necessary.

3. Click the pencil icon (edit), or, you can click the product to expand the details and click Edit.

   

4. Navigate 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, navigate to the Variants section, click the product variant to expand, and click the Price and Loyalty tab. Currently, variant products don't 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.
   

5. Use the Markup or Retail price fields to adjust the price you want to offer.

   

6. To add a price book that a standard product is not included in, click Add another price point. Choose a price point dropdown, select a price point (price book) that you want to apply to the product, or use the Search all price points field to locate and select the price point (price book) you want.

   

7. (Optional) To add additional price points, repeat steps 3 to 5.
8. Click Save to finish.

What's next?