How to Create a Price Level

Please note: this feature is available by request, depending upon your plan.  Please contact Support to request this feature.

How to Create a Price Level

  1. Visit Sales > Price Levels, click "+ New Price Level"
  2. Name the Price Level
  3. Select one or more Variants that you would like to create a new price for, and enter in the Price
  4. Click save

How to Apply a Price Level to a Customer

  1. Visit Sales > Customers, click Edit for a specific Customer
  2. Scroll down to the Price Level section
  3. Select the appropriate Price Level 

How to Test a Price Level

  1. Create a manual order
  2. Select a customer with a Price Level enabled
  3. Select the Variant that has a Price Level applied in the Product dropdown
  4. The Price Level price should be displayed
  5. You can repeat this process with the Portal if this customer orders with the Portal

Important note: In the manual order creation section, prices will not be reflected with their corresponding price level, these will only be visible once the order is created.

If the order is created and you go back to the order editing section, you will now see the price level assigned in the price, but if you add new discounted items, they will not reflect until you create or update the order.

How to update Price Levels via CSV upload

You can also bulk-update your Price Levels via the CSV file download/upload tool provided in the Settings section. 


IMPORTANT NOTE: Make sure the price level is already created before downloading the CSV file. 


  1. Download the Product CSV: name (top right corner) > Settings > Import & Export > Products > Download Product CSV

  1. Open the CSV it in google sheets or excel to make edits.  
  2. You may want to apply filters and filter the products by Active to only see what is currently active.  
  3. You will see that the Price Level column will appear and you can enter in the prices for that level in that column.
  4. Once you’ve updated the price level, you can save it in a CSV format
  5. Return to the Name > Settings > import export > Products page
  6. Upload the CSV  
  7. Check in the Price Level section to see the updates

Note:, if you have more than one Price Level set in your account, they will appear next to each other in the CSV file as well. 

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