Managing Pricing

introduction generally speaking, sparklayer works by creating price lists that are then assigned to customers (via customer groups docid 5 lwmnohhjbjjppg9e6vh ) once the customer then logs into your website, they then see the pricing rules you've set for them when setting up your pricing, sparklayer supports the following methods type details manually uploaded you can upload pricing into sparklayer via our built in csv file import tool it works by assigning prices to your product skus, allowing you to set specific prices as required this option is great if you need very precise pricing rules automatic automatic pricing works by letting you select a "pricing source" which you can then apply discounting rules , e g a percentage increase or decrease for example, if you're using shopify, you can automatically use your shopify pricing and apply a discount (e g 50% off shopify prices) this option is great if you have a relatively simple b2b pricing structure that is based on percentage discounts integration if you're connecting a backend system to sparklayer (e g an erp, pim, or crm) you can automatically send pricing data through to sparklayer key concepts pricing types can be combined for example, you can have an automatic price list (50% off retail prices) and then manually upload pricing for a specific range of products pricing is always shown as "net pricing" on your store depending on how you have tax set up, tax is then added during the checkout process creating a new price list when you first sign up to sparklayer, you'll be asked to create a price list you can even choose from 'ready made' price lists that will automatically setup pre defined rules for you when you click "create price list" you'll then be presented with the following screen you'll then be prompted to complete the following information item details price list name the price list name as displayed in sparklayer you'll use this name to assign it to a customer group price list handle the unique handle (i e id) of the price list this is used for internal purposes and relevant if you're connecting your backend system to sparklayer price list currency the default currency, e g gbp price list automation enabling this will allow you to select another pricing source in which to apply your pricing rules (e g 50% off shopify prices) manual price upload at any point, you can additionally upload a manual price list, even if you've set the price list to be automated finally, when you click the create price list button, the newly created price list will then show in the list of available price lists and you can then perform actions against it please note, if you're connecting your backend system to sparklayer, price lists should only be manually added if they aren't automatically imported via your backend system automatic price lists automatic price lists are a great way to set up pricing rules that are automatically applied to your b2b customers this differs from manual price lists (see below) that let you set the exact prices your customer see how automatic price lists work automatic price lists work by selecting where you want the pricing to come from (called a "pricing source") and then applying rules against it, such as a percentage variation pricing sources are grouped by the pricing type (e g manual, automatic, or integration) configuring an automatic price list to get started, tick the "enable automatic pricing" checkbox from the pricing source menu, you can then select which pricing source you want to use if you're using shopify, sparklayer will automatically synchronise pricing from your shopify store each time you update your pricing in your shopify admin, this will reflect in the pricing rules you've set up in sparklayer from sparklayer, you can select from the following pricing sources when creating a price list shopify price details shopify price this is the price your regular customers see on your store shopify compare at price this is the 'compare at price' you set against products, sometimes referred to as rrp or msrp within your shopify admin, these correspond to the pricing fields you see when editing a product no configurations applicable or necessary applying a percentage variation once you've selected your pricing source, you can then choose how you want to apply discounts using a feature called "percentage variation" based on the pricing source chosen, you can then enter a percentage variation that either decreases or increases the pricing for example, if you want to apply a 50% discount against a pricing source (e g your default b2b pricing), simply enter "50" setting a currency conversion if you're setting up a new price in a different currency to your pricing source, you can optionally choose to set a manual exchange rate for example, if your pricing source is set in gbp (£) and you want your new price list to be in eur (euros), you can set a fixed curency conversion rate please note if the currency of the new price list is the same as the pricing source, you won't be able to set a currency conversion accounting for tax one of the important things to note about sparklayer pricing is that pricing will always be shown to customers exclusive of tax (i e net pricing) if you have tax configured on your store, tax will subsequently be added during the checkout as a separate calculation if you're using automatic price lists and you're looking to apply a percentage variation (e g 20% off your prices), the pricing the customer sees may not necessarily correspond to this when they see pricing on the product page this is because pricing is being adjusted off a price that may already include tax if you're using shopify, you can review how tax is set up here https //admin shopify com/settings/taxes providing " include tax in prices " is enabled in shopify and you've configured sales tax for applicable countries, you'll then be able to use the tax adjustment feature below when configuring an automatic price list, you can account for tax variation by using the built in tax adjustment feature when this is clicked, it will adjust your original percentage (e g 20%) to factor in the necessary tax calculation the end result is your customers can place orders and will be charged at the exact percentage intended please note if you're shopify store is setup to use "line item tax" where you're charging specific tax rates on a sku level, automatic price lists will not factor this into the b2b price calculations no configurations applicable or necessary manual price lists manual price lists differ to automatic ones in that you can upload the exact pricing you want for a price list perhaps you require very specific pricing for a customer group and you need to have control over the exact pricing they see combining pricing types it's possible to combine manual price lists and automatic price lists! this is a great way to automate your pricing and give you the flexibility to manually specify pricing for specific products to get started, click " upload csv" on the price list you want to add prices to you'll then be prompted with the following screen and asked to upload a csv file how csv files work a csv file (or comma separated values file) is a common format that is used to quickly import structured data all software systems used for creating spreadsheets will allow you to save a file as a csv and typically you can do this from the "file" menu in our example below, we've illustrated how this works in google sheets https //www google co uk/sheets/about/ use our template csv file you can save time and use our ready made template csv file and then adapt for your specific pricing structure download a csv template https //cdn shopify com/s/files/1/0565/7500/0728/files/example csvs simple example csv?v=1634317574 use our example csv file as a starting point google sheets example use our example google sheet as a starting point in order for the csv file to import successfully, you simply need to set up the following columns column details required sku the product sku as set up in your ecommerce platform or backend system yes price the unit price for the sku (e g 14 99) note this must not include a currency symbol (e g $, £) yes you can see how this looks in the example below time saving tip if you only need to upload prices for certain products, you can do this with 'partial csv uploads' simply create a csv file with the product sku and price (as noted above) and this will update any existing pricing sparklayer holds you can also use the price editor docid\ fww4oh09nso1 g9txutop tool to edit prices rapidly upload quantity pricing if you're looking to apply quantity pricing (e g buy 1 for $10 00, buy 5 for $8 00), please see quantity pricing & settings docid\ t2ceaosmeohmgzstjcnhe updating multiple price lists it's also possible to update multiple price lists in one go via the csv upload to access this, first go the price lists overview , and click "upload csv" next to a price list you'll then see a link at the bottom of the window to get started with your csv file, you'll first need to locate the price list " handle" and you can find this on the main price list overview below the price list name in the example below, the handles would be base uk and base us in your csv file, simply add a new column at the end, price list slug within this column, you can then enter the price list handle and add as many entries as required when you upload the csv file, all associated price lists will then be updated having issues? please see our troubleshooting docid\ blcekkx3i30nkucglsfw7 for ways to solve common issues validating the csv file when you upload the csv file, you'll then be shown validation messages based on the content of the file if the csv file successfully passes validation, you'll be notified and shown a sample of what has been imported clicking save price list will then import the file into sparklayer and customers will then see these prices when logged in validation notices & warnings if the file cannot be imported, e g missing prices or an incorrectly formatted file, you'll be notified with relevant details it's important to note that a file can be successfully imported but include missing data, e g perhaps a product sku has been listed multiple times in your price list you'll be notified of affected skus and notes on how to remedy the issue synchronising price lists via the api if you're looking to import your price lists into sparklayer automatically from your backend system (e g erp), you'll need to send price list data via the sparklayer api docid\ lhkqo8t7 a0hargvyfgtt assigning price lists to customers once you've created and uploaded prices for your price list(s), you can then assign these to different customer groups docid 5 lwmnohhjbjjppg9e6vh this means you can control which customers see which prices when they sign into your website learn more in our customer groups docid 5 lwmnohhjbjjppg9e6vh guide customer specific discounts & price lists once you've created a price list and assigned it to a customer group, it's also possible to set up customer specific discounts on top of the price list giving you even more flexibility in the prices your customers see if you're looking for a more advanced setup (e g via your erp system), you can also configure customer specific price lists using metafield data learn more in customer pricing docid\ v8dvucj7ju0fh7bvinrew price lists and tax please refer to tax & shipping docid\ zssxg6fjrlcod gxolutn discounts & promotions sparklayer supports the ability to have discounts and promotions applied during the checkout and these can either be redeemed via discount codes, or applied "automatically" to the customer's order the sparklayer discount engine unlocks a range of discount rules including order level discounts eg, spend $1,000 and get 10% off, spend $2,000 and get 15% off percentage and fixed discounts eg, 20% off an order total, $100 off an order total coupon codes eg, enter code newcustomer and get 5% off scheduled discounts eg, start discount today and end it on a specific date and time customer specific discounts eg, only allow customer group ‘b2b vip’ to qualify for the discount and more learn more about discounts you can see a full overview of what’s possible with discounts in discounts docid\ wrejpw9uryjqwiqeks cg frequently asked questions automatic price lists how do i set up automatic price lists (based off my dtc pricing with a discount)? please refer to managing pricing /#automatic price lists how can i override pricing for some products if i'm using an automatic price list? it's possible to combine manual price lists and automatic price lists! this is a great way to automate your pricing and give you the flexibility to manually specify pricing for specific products once you've created your price list using "automatic" rules, simply click "options" and then "upload csv" you can manually upload any additional prices you want to assign to the price list you can then easily check these via the price editor if i change a product's price in my admin, how long will it take to automatically update in sparklayer? if you're using automatic pricng, this will update instantaneously from your platform into sparklayer manual price lists how do i remove a price for a product for manually uploaded price lists? there are a variety of ways to remove pricing from a product from the price editor , search for a sku and then remove any entries you see from price lists, under "options" next to a price list, click the "clear" button this will remove all pricing for all products from price lists , upload a csv file with just the sku(s) you want to remove in the " price " column, leave this blank how do i clear (empty) a price list for manually uploaded price lists? from price lists, under "options" next to a price list, click the "clear" button this will remove all pricing for all products how do i see prices i’ve already uploaded? when you upload pricing via the sparklayer dashboard , there are a variety of ways you can see the pricing you've uploaded you can download the contents of your price list as a csv file simply click "options" then "download csv" you can log into your website and view the product page you need to check you'll need to follow customer groups docid 5 lwmnohhjbjjppg9e6vh to ensure you are logged in correctly as a b2b customer use the price editor within the sparklayer dashboard to quickly search by sku learn more about the price editor docid\ zi2eafxu8l 7pifjxls35 quantity pricing how do i set up quantity (tiered) pricing? please refer to quantity pricing & settings docid\ t2ceaosmeohmgzstjcnhe do i need to specify a price for a single unit if using quantity pricing? yes when importing a price list that includes tiered pricing, please ensure that you include a tier for the price for a single unit, as demonstrated in the example below price configuration do i need product skus when uploading pricing? in terms of product skus, sparklayer relies on these being added to your products within shopify so that we can display the correct b2b pricing when your customers log in without a unique sku, there's no way for sparklayer to do this why isn't my b2b pricing showing on my website? if you're not able to see the b2b pricing, this could be due to one of the following check that you've imported a price list https //app sparklayer io/products/price lists and assigned to a customer group https //app sparklayer io/customers/groups check that all your products have unique skus assigned check that the product in your website admin has been set to product status " active " currently sparklayer will only import prices for products that are active (versus in "draft" status) check the sku exists within your product catalogue how do i show the gross price? in the context of sparklayer, sparklayer will always output the prices in the net amounts, regardless of the tax status you set on your website in effect, when you upload your b2b pricing via sparklayer, the customer will see the exactly the same prices on your website if there are circumstances where you do want to show gross pricing to your b2b customers, there is a potential way around this it's possible to set a customer within your ecommerce platform (e g shopify) to be 'tax exempt' this would mean their order would be zero tax rated in the price lists you upload to sparklayer, set the prices to be the "gross" amounts (even though they don't technically include tax) as to reporting, you would need to report on the tax amounts after the fact (e g via your accounting system) how do i show rrp (msrp) pricing? please refer to pricing display docid\ s vtljborgmnwjjfsmom9 how do i setup and manage multiple currencies? sparklayer supports multiple currencies by default and you can easily configure different currencies for your customer to learn more about how to set this up, please refer to our platform specific guides shopify markets & currencies docid\ vex5xjflt6pvb0azhlkqd can i set b2b pricing to be higher than my dtc prices yes! in this scenario, you may be looking to set up b2b pricing that is higher than the pricing you have set up for your regular (dtc) customers with sparklayer, you can set prices to be higher than the "retail" prices in your ecommerce platform should you require can i set up different automatic pricing rules based on product collections? sparklayer has no built in way to automatically selection which collections (or categories) to apply b2b pricing to, however we do have a suggested workaround if this is a requirement create a separate price list for each collection you require (collection a, collection b, etc) in your customer groups , assign each price list you want to show for your specific customer groups and you can even assign multiple price lists to a customer group discounts how do i set up discount promotional codes at checkout? it's possible to set up discount codes that customers can use during the checkout process for example, you could set up a discount coupon that gives them 10% off their order to learn how discounts work, please see discounts docid\ wrejpw9uryjqwiqeks cg how do i set up discounts to apply across a product range? within the sparklayer discounts docid\ wrejpw9uryjqwiqeks cg , using the "advanced requirements and rewards", you can setup discounts to apply to products with specific tags setup within your store (e g in shopify) for example, you could set the discount to only apply if products within the cart have a tag of dog toy applied, or match a broad term of dog this allows you to setup discounts to apply to collections and product ranges easily there are also other workarounds without using discounts you could create a brand new product in your website catalogue and set up a range of variants within it (e g all the products you want to offer within the discount) we have a special setting called minimum product quantity ( quantity rules docid\ cmxfrpgjqxfz9vjztvv0d ) which forces the customer to order at least x of the product (e g 3) using the quantity pricing & settings docid\ t2ceaosmeohmgzstjcnhe , you can then set up your discounted rates (e g buy 3 and the price is 10% cheaper) within shopify, you could make these products 'hidden' from standard b2c customers simply by not associating them to a collection how do i set up discounts based on an order total? it's possible to set up discounts that apply based on a certain threshold, e g the order total or the number of items in a cart to learn more about discounts, see discounts docid\ wrejpw9uryjqwiqeks cg customer configuration can i assign multiple price lists to one customer group and/or customer? from the sparklayer dashboard , you can assign multiple price lists to a customer group if you want to set up more sophisticated pricing from the "update price lists" screen, simply click "add new" to select a price list in terms of pricing, if a product sku exists in multiple price lists, sparklayer will search through all available price lists and use the first one it finds how do i assign a price list to a specific customer? please refer to customer pricing docid\ v8dvucj7ju0fh7bvinrew