How to Create and Use Price Levels

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


Price levels are useful for customers who have special pricing.  Creating a price level will change the price that is displayed as the default price for the customers associated with the price level.  


Price levels are especially helpful when:

  • You want to charge a customer more than your standard price.  
  • Your price level is not associated with your standard price (example - $1 off or 5% off of standard price)

Note: The Discount Feature is a powerful engine to automate different pricing.  There are many situations when it is better to use an automated discount vs a price level.  Read more about the many uses of Discounts in [this article]

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

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:

  1. Make sure the price level is already created before downloading the CSV file. 
  2. When creating a Price Level name - ensure there are no extra spaces at the end, it will cause issues in the upload.

  1. Download the Product CSV:

    name (top right corner) > Settings > Import & Export > Products > Download Product CSV

  2. Open the CSV  in google sheets or excel to make edits.  
  3. You may want to apply filters and filter the products by Active to only see what is currently active.  
  4. You will see a Price Level column. Enter in the prices for the specified level in the column corresponding to the the variants that you'd like different pricing for.
    1. You can a specified price for 1 or all of your variants
    2. If you have more than one Price Level there will be multiple columns - one for each price level
  5. Once you’ve updated the price level, you can save it in a CSV format
  6. Return to the Name > Settings > import export > Products page
  7. Upload the CSV  
  8. 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. 


FAQ:

  1. My Price level CSV didn't upload?

    One thing to check is if there is an extra space at the end of the name of the price level in the app.  This can cause an error when uploading the product CSV.

  2. Can I have multiple Price levels?

    Yes!

  3. What happens when if only a few product get a special price?

    If there isn't a price noted in the price level, the customer is charged the default price.

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