Price lists in 2.0

Customize how your products are displayed on your storefront and manage markup and discounts.

Add a price list in 2.0

• Users migrated from 1.0
• New Local Line users
  • Enable the "pay later" feature
  • Schedule an automatic price list email

Edit price list settings in 2.0

Add products to a price list in 2.0

Remove products from a price list in 2.0

Create and customize the order of price list categories in 2.0

• Edit price list categories
• Delete a price list category

Assign products to a price list category in 2.0

Customize the order products are displayed in by category 2.0

Apply price list price adjustments in 2.0

Assign members to a price list in 2.0

Add a custom storefront message for each price list

Export a price list in 2.0

Duplicate a price list in 2.0

Price list bulk actions in 2.0

Price list reporting in 2.0

The Price lists page is where you add and manage your price lists (formerly referred to as “catalogs”) for different sales channels, like retail or wholesale.

There are two types of price lists:

• Public - A prospect can register and shop any time. You can have multiple public price lists. When a prospect registers at your public store, you receive an email to notify you and they are added to the public price list Members tab. Public price lists are typically used for retail and household sales channels.
• Private - A prospect must register to request access to shop at your store. After they register and click the Request access button, an email is sent to you to notify you about the request, and to your customer to confirm that has been done. Click Allow access in the email to add the customer to your private price list Members tab. Private price lists are typically used for wholesale sales channels.

You can specify one price list as your default, either public or private. Best practice is to set your active, public price list as your default. If you specify a private price list as your default, prospects are required to request access before they can view your store. 

Your default price list is indexed in web browser search engines (e.g. Google, Safari) for prospects to discover. Your non-default price list URLs are not indexed and must be shared directly to be accessed. You can share your price list URL by emailing its members directly, or by scheduling a recurring email to prompt your customers to buy.

Add a price list in 2.0

Users migrated from 1.0

Your catalogs are automatically migrated from your 1.0 account to your 2.0 account. When you are ready to migrate, the Customer Success team will assist you with some potentially needed modifications.

New Local Line users

4. [Optional] In the Custom storefront message section, enter the message title in the Storefront message header box, and the message in the Storefront message box.
5. In the Payment section:
   1. Click the checkbox next to each payment method you want to make available at checkout for members of this price list.
   1. In the Days until payment is due box, enter the number of days until payment is due for each payment method.
      1. If you want payment due at checkout, enter “0 days”.
      2. The payment due date is the number of days from when the order was placed, or for needs approval orders from the date it was approved.

      3. If you set the Days until payment is due to a period greater than 0 days for a credit card payment method your customer sees the payment due date at checkout. Click the toggle to enable the pay later feature so your customer can check out and pay by credit card later from their Order history page in their account, or you can request payment through your back office edit order view. When the payment due date approaches the invoice is automatically sent to your customer. For example, if payment is due on May 9th, the email is automatically sent on May 10th at 12 am. The email contains a link to the Order history page where they can pay. If your customer is not registered, the link in the email prompts them to register so they can access their Order history page. You can override a payment due date by editing the order in your back office.

      4. If you set the Days until payment is due to a period greater than 0 days and your customer selects a credit card payment method at checkout, their card is only authorized for 7 days. You must obtain their credit card details and add them to your back office to process the charge on their behalf when payment is due. An email is automatically sent to your customer when the payment is due. For example, if payment is due on May 9th, the email is automatically sent on May 10th at 12 am. You can override a payment due date by editing the order in your back office.
      5. Click to enable the Display discounts feature if you want discounts that you apply highlighted on your storefront. When this is enabled, and if you apply a price adjustment, a Sale tag is displayed on the product in your storefront.
   1. If you do not want to display price adjustments that you make to your products, click to disable the Display discounts feature.
6. In the Fulfillment section, click the checkbox next to each fulfillment plan you want to make available at checkout for members of this price list.

6. In the Schedule price list update emails section:
   1. Click the toggle to enable the Enable price list update emails feature if you want to send a recurring email to prompt your customers to shop and share any product updates and features. By default, the email contains a link to your storefront and you can also add a custom message with formatting. Your customers can opt out of this email in accordance with anti-spam legislation. Note: This scheduled email only sends when your store is open.
   2. Enter the Email subject line. If you include a date in the subject line it does not update dynamically based on the recurring schedule. 
   3. Enter the email Message. You can make text bold, italic or underlined, and add lists, hyperlinks and emojis.
   4. Create the Email schedule:
      1. Use the Send every controls to specify at which frequency the email should be sent. For example, Send every 14 days means it sends on the 1st, 15th and 29th of the month, and resets on the 1st of every month to repeat that cycle.
      2. If you opted to send every week, select the day(s) of the week the email is to send.
      3. Use the Send at control to specify the time of day at which the email should be sent. The time setting is in your local timezone. Note: Make sure there is at least 10 minutes between when you set the time and when you schedule it to send. This makes sure the server has enough time to receive and respond to the update. 
7. In the Visibility section:
   1. Click the toggle to Make private if you want prospects to send you an email request for access. 
   2. Click the toggle to Make active if you want it to be visible when you open your store. Leave a price list inactive if you want to "close" your storefront for a specific price list.
   3. Click the toggle to disable Uncategorized Product Visibility if you do not want uncategorized products to be visible in the storefront. This setting is ON by default for new price lists, and OFF by default for existing price lists.
8. Click Save.

Edit price list settings in 2.0

To make changes to the settings you specified when you added your price list:

1. On the Price Lists page, click Edit settings next to the price list.
2. Make the needed changes.
3. Click Save.

Add products to a price list in 2.0

On the Price lists page, click View for the price list you want to add products to.

1. Click Add products.
   
   1. To select all products, click the box at the very top of your product list. Otherwise, select the products you want to add.
2. Click Save.

Remove products from a price list in 2.0

1. To remove an individual product or package:
   1. On the Price lists page, click Edit products for the price list you want to remove products from.
   2.  Click the dot menu for the product or package.
   3. Click Remove product/package.
2. To remove products in bulk:
   1. On the Price lists page, click Edit products for the price list you want to remove products from.
   2. Click Select all or manually select the products you want to remove.
   3. Click Actions. 
   4. Click Remove from price list.

Create and customize the order of price list categories in 2.0

You can create any number of product categories and put them in the order you want them to display on your storefront.

You must categorize your products for them to display on your storefront. If you do not create categories, all your products are added to the default Uncategorized category. Check that you have enabled the setting to display uncategorized products in your storefront.

1. On the Price lists page, click View for the price list you want to edit.
2. Click Edit categories.
3. Click + Add category.
4. Enter a Category Name in the box. 
5. [Optional] Enter a Description of the category. Category descriptions are displayed under the category header in your storefront.
6. Repeat steps 3 and 4 until all categories are added.
7. To reorder your categories, click on the left-side handle of a category and drag it to the position you want it to be in.
8. Click Save.

Edit price list categories

1. On the Price lists page, click View for the price list you want to edit.
2. Click Edit categories.
3. Make the needed changes.
   1. To reorder your categories, click on the left-side handle of a category and drag it to the position you want it to be in.
      
      
4. Click Save.

Delete a price list category

1. On the Price lists page, click View for the price list you want to edit.
2. Click the category dot menu.
3. Click Delete category.
4. Specify how you want products assigned to this category to be updated. Click the radio button next to the option that applies.
   1. Don't assign products to any category.
   2. Remove all products in this category from this price list.
   3. Reassign products to another category.
5. Click Delete.

Assign products to a price list category in 2.0

Uncategorized products are not displayed on your storefront.

To assign an individual product or package: 

1. On the Price lists page, click View for the price list you want to edit.
2. Click the dot menu for the product or package.
3. Click Send to category.

To assign products in bulk:

1. In the price list, click Select all or manually select the products you want to assign. 
2. Click Actions and then click Move to category.

Customize the order products are displayed in by category 2.0

You can order choose from these default product sort order options for each category you have created:

• Alphabetical A to Z (default)
• Alphabetical Z to A
• Highest to Lowest Price (first package)
• Lowest to Highest Price (first package)
• Newest Added
• Oldest Added

1. On the Price lists page, click Edit products for the price list you want to edit.
2. Click Edit categories.
3. In the Default product sort order dropdown, select your preference.
4. Click Save.

Apply price list price adjustments in 2.0

You can add a markup or discount to individual products and packages or in bulk. When you apply a price adjustment and also have the Display discounts feature enabled, a Sale tag is displayed on the product in your storefront. There are three types of price adjustments:

• Set - Manually enter a new price. 
• $ - Specify a dollar amount to add or deduct from the base price.
• % - Specify a percentage value to add or deduct from the base price.

To apply an individual price adjustment:

1. In the price list, use the search, Category filter or scroll to find and select the product or package.
2. Click the Adjustment toggle to enable the price adjustment controls.
3. Click the type of price adjustment: Set, $, %. 
4. Enter the updated value. To apply a discount using the $ and % methods, precede the value with a minus sign (-).
5. Click Save.

To apply a bulk price adjustment:

1. In the price list, use the search, Category filter, Select all feature or scroll to find and select the products or packages.
2. Click Actions.
3. Click Edit price adjustment.
4. Click the type of price adjustment: Set, $, %. 
5. Enter the updated value. To apply a discount using the $ and % methods, precede the value with a minus sign (-).
6. Click Save.

Assign members to a price list in 2.0

You can assign members to one or more price lists from the Customers page. 

When a registered customer is a member of more than one price list, the price list you have set as a default price list is displayed when they log in. They can navigate their price lists from their account settings Price Lists page.

Add a custom storefront message for each price list

You can add a unique message for each storefront in your Price list Settings.

1. On the Price lists page click Edit settings next to the price list you want to add a message for.
2. In the Custom storefront message section, enter the message title.
3. In the Storefront message header box, and the message in the Storefront message box.
4. Click Save to apply the changes.

Export a price list in 2.0

1. On the Price lists page, click on the price list.
2. Click the dot menu in the top right.
3. Click Export price list.

Duplicate a price list in 2.0

Use this feature to save time when building multiple price lists.

1. On the Price lists page, click the price list’s dot menu.
2. Click Duplicate price list.

Price list bulk actions

You can make the following changes to products in bulk:

• Move to category
• Edit price adjustment
• Remove from price list

1. On the Price lists page, click the price list you want to apply bulk changes to.
2. Manually select the products you want to apply changes to.
3. Click Actions, then click which bulk change you want to make:
   1. Move to category - Select the category from the dropdown menu and click Save.
   2. Edit price adjustment - Click the type of price adjustment: Set, $, %. Enter the updated value. To apply a discount using the $ and % methods, precede the value with a minus sign (-). Click Save.
   3. Remove from price list - Click Remove.

Price list reporting in 2.0

You can view and download key metrics for each price list from the Reports page. Learn more about Reports in 2.0.