Managing Price Lists
Let’s say you want to run a special Black Friday sale, set up vouchers, or ensure your preferred clients can buy from you at a discounted rate. How do you adjust the right product prices at the right times, for the right people? With Crystallize, you can set up price lists to handle price adjustments automatically for the products, markets, and timeframes you want.
If you intend to set up price lists for distinct markets (ex. different geographic regions or groups of customers), you’ll want to set up those markets first before defining the price lists that will affect them. Read more about creating markets here.
Price lists can be managed programmatically with the PIM API or within the Crystallize App. To get started with the App, you’ll need to enable the Price Lists feature within Labs. If you don’t know how to do this, you’ll first want to read more about enabling Labs features.
Once Price Lists are enabled, click the Price List button on the left-hand side of the screen. To create a new price list, click the plus sign button (+) at the top of the screen.
Here’s what you’ll need to specify for a new price list:
- Name. At the top of the screen, type in a name for the price list.
- Identifier. Auto-generated based on name, but you can change it. Provide a unique identifier for the price list, preferably something lowercase and all one word for ease of programming. (ex. blackfridaysale)
- Start and End Date/Time (optional). You may specify a start and end date/time for when the adjustment should take effect. If no date/time is specified, the adjustment will go into effect immediately and will always be active.
- Apply price list to all products. Leave this switch enabled if you want the price adjustment to apply to all products in your catalogue. Otherwise, disable it. You’ll need to add product variants to this price list later (more on this below).
- Target Markets. Leave the Use price list for all markets switch enabled if you want the price adjustment to apply to all of your markets. Otherwise, disable it and select only those markets that should receive the adjustment. The price list must apply to at least one market.
- Price variants. There are 3 price adjustment types to choose from: Percent (specify a percentage to raise/lower each price), Relative (specify a value that will be added/subtracted from each price), and Absolute (specify a value that will become the new price for every affected product). All of the price variants that you’ve defined for this tenant will be listed here. Click the checkbox beside each price variant you want to adjust and specify what the adjustment should be, using the Decrease by/Increase by drop-down menu to set a positive or negative adjustment. Next to the adjustment, you can specify the decimal point precision that the calculation should have.
Once you have some price lists and markets defined, the Price Lists main page will begin to display a timeline showing current and future price adjustments.
Price lists are added to products at the product variant level. You can either add product variant SKUs to a price list programmatically with the PIM API, or use Nerdy View: select one or more product variants, then use the Add to price list drop-down menu to choose an active price list. Make sure to save the spreadsheet and publish the changes.
Once product variants have been added to a price list, you’ll see a list of these variants when you return to the Price Lists screen and view the price list. You can remove variants using the Remove selected button. Again, make sure to save any changes.
Once a price list has been created, it will be listed on the left side of the Price Lists main screen. You can click on an existing price list to review/edit its constraints as needed. To delete a price list, click the action button (...) at the top of the editing screen and choose Delete.