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Account-Specific Pricing Configurations

Account-Specific Pricing Configurations

This section describes how to set up price lists for accounts and sub-accounts.

Prerequisites

  • 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:
    [top_level_account]_[account]

    To create a simplified name:

    1. Lowercase the top-level account or account 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 account in the ACME Tires Inc company is acmetiresinc_westcoast. Following table provides an example:

    Table 1. Examples
    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 an account in Account Management. A shopper who has the buyer role permission can shop on behalf of each account. 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 Account- Specific Pricing.

Configuring Account-Specific Pricing

  1. Log in to the Elastic Path Account Manager user interface.
  2. Add a new account.

    For more information, see the Account Manager User Guide.

  3. Log in to the Elastic Path Commerce Manager user interface.
  4. In Elastic Path Commerce Manager, add a customer segment for the account.


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


  7. In the Prices tab, add the prices for the account and Save.
    Note: You can also use Import Export tool or upload a .CSV file.
  8. Click the Save icon.


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


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


  12. Select the appropriate catalog row and click Next.


  13. In the Create Price List Assignment Step 4 of 6 window, 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.


  14. In Elastic Path Commerce Manager, assign the account’s customer to the customer segment.
    Note: Logging into Cortex studio or the storefront on behalf of a account with a buyer account creates the customer that represents the account. 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.


  15. 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 account appears in the storefront.

Setting up Account-Specific Pricing

  1. Create a new customer segment.

    For example, acewheels.

  2. Assign the customer segment to the account.
  3. Create a new price list for the account.

    For example, acewheels_acc_pricing.

  4. Create a new price list assignment that:
    • Links to the price list of the account.

      For example, acewheels_acc_pricing.

    • Uses appropriate condition to trigger account specific price list assignment.

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