Managing Customers

Create and Edit Price Lists

Pricelists allow you to apply a separate price for chosen products to customers groups or to individual customers who aren't assigned to a group.

Note; For details on how to apply the price lists to customers and groups please view the linked documentation. 

 

How to Create a Price List

  1. Navigate to Menu > Customer Management > Price Lists 
  2. Click + Add Price List
  3. Name your Price List, e.g. Cricket Club Prices
  4. Click New to create the list
  5. Set pricing rules for All Categories, Add a Fallback Rule or search individual products or classifications
  6. Set your pricing rule for each added item
  7. Click Save to finalise

How to Edit Price Lists

Once Price Lists have been created you can modify the settings at any point. The below are your setting options. Please note, however, that depending on the type of item added, some actions might not be available. For example, price override will be available when you add individual products or families, but not for brands or tags

 

Add All Categories Select to add all categories as items you can discount individually
Add Fallback Rule Select to add all products that are not included in another rule if other rules exist
Exclude from Price List Set products/categories that should not be included in the fallback rule
Override Overrides the price points with the specified prices
Discount by % Reduces the item price by a specified percentage
Discount by $ Reduces the item price by a specified dollar amount
Discount Total by % Reduces the total by a specified percentage
Discount Total by $ Reduces the total by a specified dollar amount
Cost + % Adds the specified percentage to the cost of the product to make the new sell price
Cost + $ Adds the specified amount to the cost of the product to make the new sell price
Last Cost + % Depending on your store's cost calculation settings you can choose to use the last cost plus a specified percentage
Last Cost + $ Depending on your store's cost calculation settings you can choose to use the last cost plus a specified dollar amount
Minimum Price Set a limit to a lowest possible discount
Allow Higher Price Toggle to allow products being sold at a higher price point than the everyday pricing. If this is not enabled, Shopfront will choose the cheaper price for the customer even if the price list would increase the price

Note: Setting a cost + % price set does not mean that the GP% of the sale will be the same as the cost +%. See Profitability Display for the calculation used for calculating GP%.

 

Commonly Asked Questions

I've got allow higher prices enabled, my customer is attached to the sale and I'm using price override, but my price isn't activating

Make sure you have a price point created for the single, even if you're only selling cases, six-packs, etc to the customer it prevents issues with the price calculation.

For example, if you have a regular sell price for 1 @ $4, 6 @ $20 and 24 @ $60 and want to sell the 6 pack at $25 for this customer, make sure you also set a single price (in this example, you might set it to something like $5).

I have an active Price List with a Cost+% price for a product but the cost isn't applying the way I expect it to

When Live Profit is active on the Sell Screen, the displayed cost includes any rebates that may be applied by active promotions. When calculating the sell price, Price Lists do not incorporate the promotional rebates into the calculations.

For example, let's consider a scenario where a product with a cost price of $5 is being sold. Suppose there's a promotion applied, setting the promotional price at $6 with a rebate of $2. Additionally, there's an active Price List applied to the sale, set as Cost+0% (equivalent to the cost price). In this case, while the Live Profit on the Sell Screen will show $3 due to the promotional rebate, the sell price determined from the Price List will remain at $5.