What is a Price List and why do I need one?

Our Price List feature allows you to easily manage customer-specific pricing and availability for viewing and ordering on the B2B portal.

Pricing is a challenging, messy subject for wholesale sellers. You may offer the same product to customers at 10 different prices, depending on on the range of customers you serve. Wholesale companies will often solve this varying tedious ways, e.g., by manually checking previous invoices and editing prices directly on each new invoice, setting up duplicate versions of your products at each different price point, or storing prices in complicated spreadsheets.

Sweet makes easy pricing management with our Price List feature. In addition, the Price List feature helps you control what products are visible and available for ordering to your respective customers. See here for more on that.

The Price Lists page is found under the Pricing Adjustment menu category.

You would use our price list feature to set up negotiated prices for specific customers or specific segments of your customers. An easy example might be if you have one set of discounts for big-box retailers and another set of discounts for single-location, independent retail stores. Or perhaps you price differently for food service vs. grocery. 

Whatever it is, Sweet can help you create many different prices and catalogs without setting up duplicate products in your catalog or item list.

Price List Setup Process

Set up customer-specific pricing and viewable catalogs in three easy steps:

  1. Create the price list and add customers who should receive the same pricing.

You can select customers individually, or if you have customer types set up, you can add customers in bulk by selecting the customer types your customers are organized under. Or, if you have a discount that affects every customer, select "All Customers".

2. Then click on the "Products" tab and begin adding the products or variants that require customized pricing.

You can, again, select individually, or if you have categories set up which correlate to your customized pricing, add groups of products by selecting the appropriate product category. You can add products or variants to a price list.

3. Finally, you will decide how to configure your customers' pricing for each product or variant you've selected.

You can select between one of three options:
(1) Add a custom price for each product by manually typing it in to the Adjusted Price column.
(2) Select flat rate and automatically increase or decrease your price list's products prices by a flat rate amount, e.g., $5 off of the selected products for the selected customers.
(3) Select percentage and automatically increase or decrease your price list's products' prices by a percentage amount, e.g., 10% off.

You can always manually adjust the price of individual items even after applying the flat rate or percentage discount. After the price lists are set up, you can also edit the the prices for all price lists that apply to an item from the product / variant edit pages.

Important Note

For customers using pricing adjustments to create customer-specific catalog pricing, please contact us at help@getsweet.com to enable this feature. We have a recommended migration plan to ensure your current pricing is maintained correctly as you switch from your current methodology to using price lists.

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