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Use Price Levels

Using Price Levels with Shift4Shop

Part I - What are "Price Levels?"

Price levels allow you to sell products at different prices based on the customer that is purchasing them. For example, you could create a price level group for "best customers," and when customers in that group log in, they can see their discounted pricing. The most common use for this feature is to set up a wholesale group which allows you to run both your retail and wholesale stores from within 1 store manager.

Part II – Setting up Customer Groups & Assigning customers

To begin, let's create a customer group:

While logged into your Shift4Shop Online Store Manager:

  1. Go to Customers > Customer Groups.

  2. Click +Add New button at the top right.

  3. Enter a group name, description, and if necessary set a minimum order amount that a customer in this group must meet before being able to check out.

  4. Select the Price Level.

Additional Information
Price Level 1 is the store's standard retail price. If you are going to be offering a discount for this group, select anything other than Price Level 1.

Make note of the price level you assigned as you will need to update the products with customized pricing for this level in Part III of this guide.

5. Click Add.

The customer group is now created.

Next, let's assign one or more customers to this group.

While logged into your Shift4Shop Online Store Manager:

  1. Go to Customers > Customer List.

  2. Select 1 or more customers (using the checkboxes next to the customer's name).

  3. Scroll to the bottom and on the "Batch Action" area.

  4. Using the drop-down menu, select the customer group you created.

  5. Click Apply to have the records moved to this new group.

Part III - Updating Product Prices

The last yet most important step is to set up the pricing for each product. To change a price for any price level:

While logged into your Shift4Shop Online Store Manager:

  1. Go to Products > Product List.

  2. Select a product and click its ID, and Name or look to the far right and click its Action > Edit button.

  3. Once you have the product open, click on the Advanced tab.

  4. Using the price levels located on the bottom half of the page, update your product's price levels accordingly.

  5. Click Save.

Repeat the same action for every single product in your database.

Part IV - Updating Shipping/Payment options

Payment and shipment options on your Shift4Shop store can be customized based on the customer group that a customer belongs to. It is important to ensure that you have at least 1 shipping and 1 payment option available to the group you created. If you are going to offer the same shipping and payment options for all customer groups, make sure you update all your shipping and payment options to "ALL" in the customer group area of each shipping/payment option.