Creating B2B price lists

A price list is custom pricing that you offer to companies.

After you create a price list, the price list is assigned to a company location to let B2B customers purchase products with custom pricing. Prices can be set as an overall percentage, which applies to all of your products. Fixed prices can also be set that apply to specific products and variants. A price list can contain both an overall percentage and fixed prices. Fixed prices for products or variants override any overall percentage adjustments.

For example, your store sells candles at $10 each. You create a price list and enter -20% in the Overall adjustment box, which reduces the price of your candles by 20% for companies with access to the price list. One candle costs slightly more to produce, so you set a fixed price of $9 for that product. When a customer with access to the price list visits your store, they're offered your products at $8, except for the candle that you entered a fixed price for. The fixed priced product is not affected by the overall adjustment, and is offered at $9.

Selling in multiple currencies with B2B

You can sell to customers in their local currencies in one of two ways with B2B.

Use local currencies with Shopify Markets

If your store uses Shopify Markets, then the prices in your online store, cart, checkout, and draft orders reflect the local currency of your customer. The currency that is based on your customer's shipping address is converted based on automatic or manual currency exchange rates.

Rules for rounding prices that you set in your Markets page do not apply to B2B customers.

Specify fixed prices in your price lists

If you want to specify fixed prices for products without performing a currency exchange, then you can manually set a preferred currency for price lists when you create them. The price for products with a fixed price set are not adjusted. The price for products with a percentage adjustment is converted based on automatic or manual currency exchange rates.

Create a price list

  1. In your Shopify admin, go to Products > Price lists.
  2. Click Create price list.
  3. Enter a title for your price list. Customers do not see the name that you create.
  4. Optional: Click Change in the Currency section to select a currency for your price list.
  5. To set a price adjustment that applies to all the products in your online store, enter a percentage value in the Overall adjustment box.
  6. To set a fixed price for all the variants of a product, do the following:
    1. Click Adjust prices, and then click Set prices manually.
    2. Click Save and continue.
    3. Find the products to adjust and enter the prices to charge.
    4. Click Save.
  7. To set a fixed price for specific variants of a product, do the following:
    1. Click Adjust prices, and then click Set prices manually.
    2. Click Save and continue.
    3. Find the product to adjust.
    4. Click Manage.
    5. Enter the price to charge for the specific variants.
    6. Click Save.
  8. Do one of the following:
    • If you've created a company, then click Add company to assign the price list to a company.
    • If you haven't created a company yet, then click Create a company.
  9. In the Status section, open the menu and select Active.

Export and import price lists

After you create a price list, you can export your list to a CSV file. After you add fixed prices, you can then import the CSV to update them. You can also manage fixed prices across multiple lists from the Price list page by using CSVs.

For example, you have a price list assigned to a company that opens a new location, so you create a new location for the company. You include shipping in your prices, and the new location is farther away, so you need to increase your prices. You export your price list for the original location and edit the prices using a spreadsheet program. You then create a new price list, import the edited price list CSV, and assign the price list to the new location.

Download a sample CSV file

You can download and view a sample price list CSV file to use as a template.

The sample file contains example products and variants. Your import file probably contains many more products and variants. If you use the sample file as a template, then make sure that you remove all the example products.

Description of the price list CSV file

This table lists the fields in the price list CSV file.

The Price List Name field must be filled. Products and variants in the price list can be identified with information in the SKU column. If the product does not have a SKU, then the product or variant must have identifying information such as Handle, Option1 Name, and Option 1 Value.

Price is required for the product or variant to appear in the price list. If Price and Compare At are both blank, then the fixed price for that product or variant is removed from the price list.

Description of the items in the price list export CSV.
Column Description
Price List Name The name of the price list.
SKU

The SKU of the product or variant. The SKU is used to track inventory with inventory tracking services.

If the product you want to update has a SKU, then you can use it in place of other information in the CSV, such as Handle, Option1 Name, or Option1 Value.

Handle

Handles are unique names for each product. They can contain letters, dashes, and numbers, but no spaces, accents, or other characters, including periods. Handles are used in the URL for each product.

For example, the handle for a "Women's Snowboard" should be womens-snowboard, and the product's URL would be https://yourstore.myshopify.com/products/womens-snowboard.

Option1 Name If a product has an option, then the option name is listed in this column. For example, Color.
Option1 Value If a product has an option, then the option value is listed in this column. For example, Black.
Option2 Name If a product has a second option, then the option name is listed in this column.
Option2 Value If a product has a second option, then the option value is listed in this column.
Option3 Name If a product has a third option, then the option name is listed in this column.
Option3 Value If a product has a third option, then the option value is listed in this column.
Price

The price of the product or variant. Only include the price and don't include any currency symbols. For example, 9.99.

A blank field in both Price and Compare At removes the fixed price for that product or variant from the price list.

Compare At

The compare at price of the product or variant. Only include the price and don't include any currency symbols. For example, 9.99.

A blank field in both Price and Compare At removes the fixed price for that product or variant from the price list.

Export a price list

Price lists can be exported individually or in bulk. When the export is complete, the CSV files are sent to you in an email.

To update a product variant in a price list by using a CSV upload, you can enter information in the SKU column instead of the options and values, such as Option1 Name and Option1 Value.

Export a single price list

To export a single price list, do the following.

Steps:

  1. In your Shopify admin, go to Products > Price lists.
  2. Click an existing price list to export a list of your products with price adjustments applied.
  3. Click Adjust prices, and then select Export prices.
  4. Select one of the following to choose which products to export:
    • All products in these price lists
    • Only products in these price lists with fixed prices
  5. Select the format of the CSV file.
  6. Click Export CSV.

Export multiple price lists in bulk

To export multiple price lists in bulk, do the following.

Steps:

  1. In your Shopify admin, go to Products > Price lists.
  2. Select the price lists to export.
  3. Select one of the following to choose which price lists to export:
    • Current page
    • Selected price lists
  4. Select one of the following to choose which products to export:
    • All products in these price lists
    • Only products in these price lists with fixed prices
  5. Select the format of the CSV files.
  6. Click Export CSV.

Import a price list

Price lists can be imported individually or in bulk. Depending on the size of the price list, importing might take some time to complete. A notification indicates when the import is complete.

To create a new price list or update a single price list, do the following.

Steps:

  1. In your Shopify admin, go to Products > Price lists.
  2. Do one of the following:
    • Click Create price list to import the CSV into a new price list.
    • Click an existing price list to import the CSV into an existing price list.
  3. Click Adjust prices, and then select Import prices.
  4. If you're importing a CSV to an existing price list, then click Save and continue.
  5. Click Add file or drag and drop your files to the dialog to upload.
  6. Click Preview import.
  7. Review the preview to verify that your columns and data are correct, and then click Import CSV.

To update mutiple price lists in bulk, do the following.

Steps:

  1. In your Shopify admin, go to Products > Price lists.
  2. Click Add file or drag and drop your file to the dialog box to upload.
  3. Click Preview import.
  4. Review the preview to verify that your columns and data are correct, and then click Import CSV.
  5. Optional: Click Close to continue working while the import is processing.

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