Documentation

Creating a Price List

Price Lists are entities for creating and storing SKU price entries that target specific Accounts and Channels. These entries are used when determining a Product’s unit price and override or modify Base Price List entries for eligible customers. You can also define custom Price Modifiers for each Price List.

Follow these steps to create a new Price List:

  1. Open the Global Menu (Applications Menu icon), click on the Commerce tab, and go to PricingPrice Lists.

  2. Click on the Add button (Add icon).

  3. Enter a Name, Catalog, and Currency for the new Price List. While its name and currency can be changed at any time after creation, its Catalog cannot be changed.

    Note

    Creating a Price List requires your Commerce instance to have at least one Catalog.

  4. Click on Submit.

Once created, you can add Product price entries to it and configure its general settings. These settings include the list’s relative priority, parent Price List, and price type (i.e., net or gross). You can also determine Account and Channel eligibility and add Price Modifiers if desired.

When finished, click on Publish to make your changes live, or Save as Draft to publish them at a later time.

Note

When a Catalog is first created, a Base Price List is automatically created to store the base price for each of its entries. For these Price Lists, only the Details and Entries tabs are available. The Eligibility and Price Modifier tabs are only available to subsequently created Price Lists.

Configure the newly created price list.

Commerce 2.1 and Below

To add a price list:

  1. Navigate to the Control PanelCommercePrice Lists.

  2. Click the (Add icon) button.

  3. Enter the following fields (example values shown below):

    • Catalog: Sahara.com

    • Name: VIP Customers

    • Store Currency: USD

    • Priority: 1.0

  4. Under Account Groups, click Select.

  5. Choose one or more Account Groups to have access to this price list (example account groups shown below):

    • General

    • Auto Repair Shops

  6. Click Add.

  7. Under Accounts, click Select.

  8. Choose one or more Accounts to have access to this price list (example accounts shown below):

    • Mike’s Car Repair

    • Fountain Valley Car Wash

  9. Click Add.

  10. Choose a Schedule for the price list. (Leave the Never Expire checkbox checked in this example. Alternatively, you can set a date range for when the price list is active.)

    Adding a price list

  11. Click Publish.

The price list (VIP Customers in this example) has been created and applied to the chosen Account Groups and Accounts. Repeat the steps to create other price lists as necessary.