B2B Pricing Configuration Guide

Organization-based and Division-based Pricing Configurations

Organization-based and Division-based Pricing Configurations

This section describes how to set up price lists for organizations and divisions.

Prerequisite

  • Ensure that you are familiar with the pricing features and functionality of Elastic Path Commerce.

    For more information, see Elastic Path Commerce Manager User Guide.

  • Ensure that you follow the following naming convention for customer segments, price lists, and price list assignments:
    [simplified organization name]_[simplified division name]

    To create a simplified name:

    1. Lowercase the organization or division name.
    2. Remove all characters except letters or digits.
    3. Join the simplified names together with an underscore _ character.

    The simplified name for the Westcoast division in the ACME Tires Inc company is acmetiresinc_westcoast. Following table provides an example:

    Table 1. Creating Names for the Account Manager
    Step Organization Name Division Name
    Original name ACME Tires Inc. WESTCOAST
    Example 1
    1. Lowercase the original name acme tires inc. westcoast
    2. Remove all characters except letters or digits, including spaces. acmetiresinc westcoast
    3. Join the simplified names. acmetiresinc_westcoast

About this task

In B2B commerce, each customer in Elastic Path Commerce Manager represents a division in Account Management. Individual shopper who has the buyer role permission can shop on behalf of each division. Each buyer organization might have specific pricing depending on contract agreements, initial negotiations, or initial terms and conditions. For more information about pricing, see the Organization-based and Division-based Pricing

Configuring Organization-based and Division-based Pricing

  1. In the Elastic Path Account Manager, add a division.


    For more information, see Adding Divisions in an Organization.

  2. In Elastic Path Commerce Manager, add a customer segment for the division.


  3. Click the Save icon.
  4. In the Price List Summary tab, create and populate a price list with division-specific prices and the following details:
    • Name
    • Currency
    • Description


  5. In the Prices tabs, add the prices for the division and Save.
    Note: You can also use Import Export tool or upload a .CSV file.
  6. Click the Save icon.


  7. In Elastic Path Commerce Manager, create price list assignment, with the following details:
    • Name
    • Priority: 1.
    Note: Setting the Priority ensures that this division-based pricing assignment takes priority over other price list assignments.
  8. Click Next.


  9. In the price list, select the name that you created for this division and click Next.


  10. Select the appropriate catalog row and click Next.


  11. In the Step 4 of 6, do the following:
    1. Select Only Shoppers who match the following conditions.
    2. In Shoppers who are customer segment members, select Customer Profile > are customer segment members.
    3. Enter the customer segment name. For example acewheels_northwest and click Finish.


  12. In the Elastic Path Commerce Manager, assign the division’s customer to the customer segment.
    Note: Logging into Cortex studio or the storefront on behalf of a division with a buyer account creates the customer that represents the division. You can search for this customer in the customer service activity before assigning it to the customer segment. For more information, see the Chapter 7: Customer Service>Customer Segments section in the Elastic Path Commerce User Guide.


  13. In the Customer Segments tab, add and assign the customer to the newly created customer segment.




    When an associate purchases from the store, the specific pricing for the division appears in the storefront.

Setting up Organization-based Pricing

  1. Create a new customer segment.

    For example, acewheels.

  2. Assign the customer segment to all the divisions that are part of the organization.
  3. Create a new price list for the organization.

    For example, acewheels_org_pricing.

  4. Create a new price list assignment that:
    • Links to the organization’s price list.

      For example, acewheels_org_pricing.

    • Uses appropriate condition to trigger organization based price list assignment.

      For example, condition:Customer Segment contains (case sensitive)acewheels.

Setting up Division-based Pricing

  1. Follow the same instructions in the Setting up Organization-based Pricing section with the organization details.
  2. Set a lower priority for a division than an organization in the price list assignments.

For example, if the organization-based price list assignment has the priority 8, the division-based price list assignment can have a priority less than 8, such as 4 .