Pricing Overview

The Pricing module allows you to create and manage prices and sales for your products.

Pricelists

Pricelists is an application in the Pricing module. This is the place for pricelist creation.

To create a pricelist, you must first define:

  • Individual products for which you want to define a price. Products are created in the products application (in the Products module).
  • Currency which defines the currency of the pricelist.
  • Zone because every pricelist is always created for a specific zone or zones (country or region). From the culture of your website visitor, the zone will be determined as well as the subsequent pricelist to be used. You can create multiple pricelists for a particular zone. This can be very useful for a variety of time-limited offers and discounts.
  • Taxes, which affect prices in the selected zone. You can define taxes in the Administration module in the Taxes and Charges applications.

Note

You can define a price for a product directly in its editing on the Prices tab. There, all existing pricelists are displayed and you can insert a price for each of them.

To make your pricelist active, you must set the Active option to YES. You can limit the period of validity by date specification. If the period of validity is not set, the Pricelist becomes active immediately and without restrictions.

If you have defined several pricelists for a single zone, the definition of the final product price is created by an evaluation of the pricelists that are currently active. These pricelists are used to search for the product price. In case that the price is found in several pricelists, the one with the period of activity set will be used. If there are more of them, the newer pricelist (with the later starting date) will be used. If it’s not possible to correctly determine the product price, the one with the higher price will be selected.

Conversion at the Exchange Rate

The pricelist can be created by automatic conversion according to the existing pricelist. For the conversion the current exchange rate will be used.

Tags

Tags are keywords that are useful for grouping related products together and makes it easier for your customers to find similar products. Tags can also help you to define your product. You can add new tags by entering them (separated with commas) in the field. The suggestions are displayed automatically. To add or edit a tag, click the Tag Manager button. Available tags are shared with product tags.

Products can also be tagged automatically using the pricelist. The tags you select in the pricelist detail will be added to all products in this pricelist.

Pricelist Editor

Pricelist Editor is a simple application in the Pricing module that allows you to perform quick price changes in your existing pricelists. You are not able to create a new pricelist or change its settings here, you can only change the prices for products.

When you run this app you will see a sheet with all products from your catalog with prices. These prices are taken from the first pricelist – you can select another pricelist in the application toolbar (and the sheet will be reloaded). It means that the pricelist you currently edit is named in the Pricelist field in the toolbar.

This sheet is editable, so you can click in the cell with price you want to add or change. Insert the price (or as many prices as you need to) and click the save button.

Tip

For products without defined prices are filled in default values for the gross price (taken from the pricelist setting) and for the product tax category (the highest value from your account will be used).

Tip

If you want to see this changes in the Preview first, you have to rebuild prices (use the button in the toolbar). Use the Rebuild Prices button in the toolbar to work with/view the newly added prices in the website preview. The Convert Prices button is available only for automatically generated pricelists. Use it to calculate the prices immediately - typically when you add a new price to the source pricelist and you want to project this change to the calculated pricelist as well. For these actions job is scheduled. Please wait a moment.

Volume prices

Edit an existing price to add volume prices. In a new window you can click the Add button and fill in the From Quantity and Price. If the inserted quantity is in the cart, it will be applied to one unit of this product.

For more info please see the volume prices section.

Price Categories

In this application concrete Price Categories are defined into which your products can be grouped. One category is used for products that have the same price. You group products into it and then set the price for the whole category. All the products from it will be priced with the price added for the category. This smart feature can save you time and make the pricing more transparent. It is a great tool in case you are selling photos.

Pricelists

Pricelist application allows you to define and manage particular prices for products which you have previously created in the Products module. It is necessary to have a pricelist in order to display and buy products in preview mode and subsequently on your online store.

For information about how to edit an existing pricelist visit this help-site.

To create a fully functional pricelist that you can use on your online store, you need to define the following items:

Tip

Use the Rebuild Prices button in the toolbar to work with/view the newly added prices in the website preview. The Convert Prices button is available only for automatically generated pricelists. Use it to calculate the prices immediately - typically when you add a new price to the source pricelist and you want to project this change to the calculated pricelist as well. For these actions job is scheduled. Please wait a moment.

Products

Without defined products you will not be able to create a pricelist (there is nothing for which to set the price).

Zones

Pricelists are defined by zones. For every zone in which you want to sell your products you have to define a pricelist. Otherwise customers from zones without a defined pricelist won’t be able to buy anything on your online store. You are able to create as many pricelist for one zone as you need. If you have several pricelist for one zone, the definition of the final product’s price is created by an evaluation of the pricelists that are currently active. These are used to search for the product price. In case the price is found in several pricelists, the one with the validity period set will be used. It there are more of them, the newest pricelist (the one with the later starting date) will be used. If it’s not possible to correctly determine the product price, the pricelist with the higher price will be used.

Taxes

The next thing you need to define before you start making pricelists are taxes. You define them in the Administration module as well. If you want to know more about taxes visit the taxes help-site. This category is set in Administration and particular products are added to it in pricelist along with the price. Taxes are connected to products with the Product Tax Category.

Delivery and Payment Methods

Delivery methods and payment methods need to have been previously defined in the Administration module. You add them to pricelist in order to set the price for them and make them available for selection by your customers. If you don’t set the price for a particular delivery or payment method, customers will not be able to select and use it. In case a delivery method is free of charge, you still need to define its price (fill in the Price field “0”).

Pricelist Types

There are four types of Pricelists you can create. When creating a new pricelist you have to set the type and also the currency in which the prices in the pricelist are defined. These two settings cannot be edited in the future. In case you create a combination of type and currency you don’t need, you have to delete the whole pricelist and start over.

Regular Pricelist

Regular Pricelist is a pricelist that is used on your e-shop as a definition of prices for particular products. Pricelist is always defined for a zone. For one zone you can create as many pricelists as you need. The displaying of the final product price depends on the age and activity of the pricelist.

In this pricelist you are able to insert two prices:

  • Price - this is the price at which is the product sold.
  • Base Price - you can add a base price - this is a recommended retail price. If you define both Price and Base Price and the Price will be lower, a discount (sale) can be displayed on the online store. Product is not sold for this price, it is used to define the sale. On the website, product is sold for the price defined in the field above and Base Price defines the price before sale.

Note

If you want to apply a sale, all you need to do is to set both Price and Base Price in the Regular pricelist. Base Price should be higher. Apart from that you can work with Sales pricelist (retail) and Partner pricelists (wholesale).

Note

If you define both base price and price, on the website a sale will be displayed. The sale will be the difference between inserted prices.

Partner Pricelist

Partner Pricelist is a special pricelist type that can be used only for partners. In order to create and use this pricelist type, you need to have the Partner addon allowed on your account. If you want this, please contact our support.

This pricelist is created the same as the regular one. The difference is that you won’t set up the activity (it is active only when you assign it to an existing partner tier). When you create this pricelist, you can go to the Partner Tiers application and assign it to a partner tier.

Note

The prices from the partner pricelist will be displayed and available only for customers that are assigned to a partner tier or to a company which belongs to a partner from particular partner tier.

Sale Pricelist

Sale Pricelist is a special pricelist type that is used to define a sale price for products which price is defined in a Regular pricelist. This pricelist takes priority over Regular pricelist (if there is a product which has defined its price in both regular and sale pricelist, the price from the sale pricelist will be applied). This pricelist is mostly used in retail. For the wholesale, partners pricelists are used.

Note

BizBox is not checking particular product prices (for example if you insert one product into active sale pricelist and regular pricelist (both base price and price) at once). Pricelists are applied according to this order:

  1. Sale Pricelist
  2. Regular Pricelist

Pricelist Creation

General Tab

Identification

  • Name and Internal Name. Both are used only for your own and BizBox Admin purposes. Internal Name has to be unique within the Prices application.
  • Description is an optional field intended for a little information about this pricelist. It is also only for your own purposes and it’s never visible to your customers.

Configuration

  • Zones field defines zones (countries or regions) for which this pricelist will be used.
  • Other required fields are currency and pricelist type which you have defined in the first step. You are not able to change them here.
  • Gross Price flag determines if the prices you insert for products have included the value added tax (option YES). Option NO means that prices do not include the value added tax and the final price (with the tax included) will be calculated automatically according to the tax rate and rules set in the Administration module. This setting will be applied on all prices from the pricelist as a default. You will be able to change it manually for every price from the pricelist. It will be used also in the Pricelist Editor and on the Prices tab in a product edition.

Validity Period

  • In case you are creating a Regular Pricelist set the Validity Period settings.
  • Set the Active button to YES and the pricelist becomes valid immediately. You can affect the start and end of it by date specification. If you don’t specify the activity by date, the pricelist will be valid until you set the Active button to option NO. Pricelist with Active button set to NO is always inactive.

Conversion at the Exchange Rate

Automatic conversion takes place once a day. Prices in this pricelist will be obtained from the source pricelist at the current exchange rate. Manually changed prices will be overwritten by this conversion. The Convert Prices button in the toolbar allows you to calculate the prices immediately - typically when you add a new price to the source pricelist and you want to project this change to the calculated pricelist as well. This button is available only for automatically generated pricelists.

  • Convert Prices determines if the pricelist prices will be automatically calculated according to the selected exchange rate table group (option YES).
  • Source Pricelist allows you to select the pricelist according to which particular prices will be calculated.
  • Exchange Rate Table Group is the particular rate table that will be used for the price calculation.
  • Product Tax Category defines the product tax category to which will be the products (prices) from this pricelist included. You can define a concrete product tax category or you can use product tax categories from the source pricelist.

Note

The converted (calculated) prices are rounded according to the selected currency (the Rounding Multiple setting).

Products in Pricelist tab

The second Products tab allows you to define the price (concrete number) for your products. Click thes Add button and set the price. Then select the Product Tax Category. Product Tax Category needs to be defined previously in the Administration module in the Product Tax Category application. As a default value, the highest value is selected.

For regular pricelist type, there is the Base Price field which allows you to insert a price, that should be higher than the Price. Thanks to this optional field can be a sale created.

Gross Price set to YES means that you are defining the price with value added tax. Option NO means you are defining the price without included tax. For online store purposes the final price (with the tax included) is automatically counted and your customer is able to see the price with the tax included. The value set on the General tab is used as a default.

Filter (search) and mark the products for which you want to set the price you have inserted above. Move the selected products to the column on the right side and click the Add button. Repeat this until prices for all products you want to sell are not defined.

Tip

You can also use the Pricelist Editor. Pricelist Editor is a simple application in the Pricing module that allows you to perform quick price changes in your existing pricelists.

Price Categories tab

Price Categories tab is used to define prices for concrete price categories you are using for your products. Select a particular price category, define its price, define if the VAT is included and select the tax category that is (or will be) applied to this category. To all products from this category the inserted price will be assigned.

Tip

If a product belongs to a price category and you set a price for both price category and the product itself, the price added directly for product will be used in preferences.

Delivery Methods tab

The fourth Delivery Methods tab is intended to define prices for delivery methods that will be used for the delivery of pricelist’s products. Delivery method without defined price will not be able for selection by the customer in the checkout process. You need to define the delivery methods first, otherwise you won’t be able to set the price for it. Delivery methods are defined in the Administration module.

Here you can select the delivery service and particular method from this service. After that, the Product Tax Category and the price that will be charged to the customer in case he/she uses this method for order delivery. Gross price defines if the price is set with (option YES) or without (option NO) the tax included.

Minimal Order Amount and Maximal Order Amount define the price interval for which this method can be used. In case a customer purchases for more or less than the interval defines, the method will not be available for selection and delivery.

Costs tab allows you to define your costs for this method. Customers never see the price added here, it serves only for internal purposes (Reconciliation module, Order Costs application where you can see your costs for delivery of a particular order). You can use the Editor to create your own formula. Available parameters are:

  • order.amountDue - the amount a customer has to pay
  • order.totalItems - count of particular products (not its quantity) on the order
  • order.totalPieces - total products quantity
  • order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Price Formula tab allows you to define a dynamic price count. Click the Editor button and type in your own formula (you can use the parameters listed below the formula field) and test it (for testing the values inserted in the fields below the field will be used). If the formula is defined, it will be used preferentially for the final price count (a price the customer has to pay). Available parameters are:

  • price - price of this method defined in the pricelist
  • order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Payment Methods tab

On the Payment Methods tab you can define the payment methods that can be used for products from this pricelist. You can configure as many methods as you need. You are also able to set the restrictions of usage for added methods. They can be used only for specific payment methods or for a defined purchase amount. Payment method without defined price will be able for selection in the checkout. pricelist.

On this tab you select the payment method for which you want to set the price. The Apply for Delivery Service field is optional. In case you want to allow customers to use this payment method only in combination with a particular delivery service, you can select the service here.

You have to define the Product Tax Category and the price as well. Interval that defines the total amount for using of this payment method is optional and allows you manage the availability of use of this method.

You have to add every payment method you want to use separately, you are not able to add more of them at a time.

Minimal Order Amount and Maximal Order Amount define the price interval for which this method can be used. In case a customer purchases for more or less than the interval defines, the method will not be available for selection and delivery.

Costs tab allows you to define your costs for this method. Customers never see the price added here, it serves only for internal purposes (Reconciliation module, Order Costs application where you can see your costs for delivery of a particular order). You can use the Editor to create your own formula. Available parameters are:

  • order.amountDue - the amount a customer has to pay
  • order.totalItems - count of particular products (not its quantity) on the order
  • order.totalPieces - total products quantity
  • order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Price Formula tab allows you to define a dynamic price count. Click the Editor button and type in your own formula (you can use the parameters listed below the formula field) and test it (for testing the values inserted in the fields below the field will be used). If the formula is defined, it will be used preferentially for the final price count (a price the customer has to pay).

Handling Methods tab

The Handling Method tab is used in case you are using a stock for your online store. Here you can add a stock service, its handling method and price that will be calculated for usage of this stock. You can also define the price interval of usage.

Costs tab allows you to define your costs for this method. Customers never see the price added here, it serves only for internal purposes (Reconciliation module, Order Costs application where you can see your costs for delivery of a particular order). You can use the Editor to create your own formula. Available parameters are:

  • order.amountDue - the amount a customer has to pay
  • order.totalItems - count of particular products (not its quantity) on the order
  • order.totalPieces - total products quantity
  • order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Price Formula tab allows you to define a dynamic price count. Click the Editor button and type in your own formula (you can use the parameters listed below the formula field) and test it (for testing the values inserted in the fields below the field will be used). If the formula is defined, it will be used preferentially for the final price count (a price the customer has to pay).

Packing Boxes tab

This tab allows you to set the price for partiular packing boxes defined on a stock or stocks.

Volume Prices

Volume prices allows you to define discounts for bulk purchases. Typically, the greater quantity of products purchased, the greater the discount allowed.

To define a volume prices for a product, you have to add it to a pricelist first (there has to exist a pricelist price). After that you can add volume prices:

  1. Edit the price in the Pricelist. In a new window you can click the Add button and fill in the From Quantity and Price. If the inserted quantity is in the cart, it will be applied to one unit of this product.
  2. Edit the price from the Pricelist Editor application. In a new window you can click the Add button and fill in the From Quantity and Price. If the inserted quantity is in the cart, it will be applied to one unit of this product.
  3. Edit the price from the product detail (Pricing tab). In a new window you can click the Add button and fill in the From Quantity and Price. If the inserted quantity is in the cart, it will be applied to one unit of this product.
  4. For a master product, volume prices are assigned per variant. Go to the Variants window (Prices tab) and edit the price for the desired variant. In a new window you can click the Add button and fill in the From Quantity and Price. If the inserted quantity is in the cart, it will be applied to one unit of this product.

Volume prices can also be imported. See the pricelist import section.

On the website, the product.volumePrices parameter is available (object product). Use it to display particular volume prices in the product detail.

Pricelist Edit

There are 3 ways about how to change a price on the pricelist.

  1. You can edit each one price separately.
  2. You can export the pricelist, make the changes and import it back.
  3. You can use the Bulk Actions and change price for more products directly in BizBox.

Manual Price Change

If you want to change the price of some product (or other item on a pricelist), you can simply click in the cell with the price in the detail (edition) of a pricelist. The grid is editable, so you can easily (with a mouse-click) change all the information connected to a particular record on a pricelist.

Pricelist Export and Import

In case you want to make bigger changes in your pricelist, you can simply export it in the XLSX or XML file format and save it on your computer. After you will edit it, you can import it back and the pricelist will be changed.

You can export and import multiple pricelists at a time.

Export is used to download and save the selected pricelists directly to your computer. Here you can change all the data you need and import it back. This is a great and time-saving solution in case you want to make huge pricelist changes.

To export a pricelist, there is the Export button located in the toolbar. Before you click it, you need to decide what exactly you want to export. If you want only your own pricelists selection, you need to define it first with the proper filtering. It means that you have to apply filters in particular columns according to the pricelists you want to export. Only the pricelists you have filtered through the columns (displayed pricelists) will be exported. When you are done with filtering (or you don’t want to use filters in the export), click the Export button located in the toolbar. A new window appears. Here you will set up the whole export. Export File Type defines the file type of the exported file. You can use XLSX or XML file - it depends only on your needs.

If you have applied some filters before and want to export only those, select the Filtered Only option in the selection. The All will export all products regardless the filters applied before. Selected Only means that only pricelists you have selected (marked in the grid) will be exported.

To import a pricelist, you need to have a file prepared for import. This file has to be in XLSX or XML file format. We highly recommend you to create a pricelist first and then export it and make all the changes you want.

Tip

Remember that you have to name particular columns according to the following table. The column name defines the pricelist and a type of value it contains. For example a column named price keeps the prices that will be imported. Column code contains codes of particular products for which you are defining the price.

Pricelist Import Columns

Colum Name Description
code Required, insert unique product code. It defines the product for which will be the price imported.
pricelistInternalName:price Required, insert the product price (selling price).
pricelistInternalName:grossPrice Required, boolean value (1 = YES, 0 = NO) which defines if the price is with (YES) or without (NO) VAT.
pricelistInternalName:basePrice Optional, insert the product base price (recommended price). It have to be higher than the price. It is a marketing price used to indicate that the product is on sale. It is used to compare the price.
pricelistInternalName:productTaxCategory Required, insert the internal name of a product tax category to which the product belongs.
pricelistInternalName:volumePrices Optional, insert the product volume prices. Format: <quantity>:<price>|<quantity>:<price>. Example: 10:99|50:89|100:79.

Note

Remember that instead of the pricelistInternalName has to be used a real internal name of a pricelist to which you want to import the defined prices. Thanks to this you can import multiple pricelists at a time.

We recommend you export a pricelist first, because thanks to that you will get a truly functional and correct pattern for import, because in an exported file are all columns correctly named.

To import a pricelist, click the Import button located in the toolbar. A new window will appear. Here you have to select the Import File Type select the file format of the file you want to import. You are able to import only XLSX and XML files - this is the same as in the export settings. Remember that the file has to be properly formatted, otherwise you are not able to import it.

Tip

If you want to delete a price from the pricelist, simply import the empty value for the particular product (on the price column). If the price column is empty, all other values (gross price, base price) will be ignored. Blank price can be imported only to products with currently defined price.

Now select the file you want to import from your computer and select the type of import:

  • Insert - This option will insert all products (or bundles) that are newly defined in the imported file. It means that they are not added (priced) in the original record (Target Pricelist). This option will add it to the pricelist. It affects only the products (bundles) that are not a part of the Target Pricelist but are defined in the imported file. All updated and missing products in the imported file will be ignored.
  • Update - This option affects only the records that are already defined on the Target Pricelist. It affects only the products (bundles) that are defined in both imported file and in the Target Pricelist. All missing or new Products in the imported file will be ignored.
  • Delete - A product (or bundle) which is not included in the imported file, but exists in the Target Pricelist, will be deleted. It affects only products that are defined in the Target Pricelist but are not part of the imported file. All new or updated rows in the imported file will be ignored.

Note

Inserted prices will be rounded according to a particular pricelist currency setting automatically. Currencies are set in the Administration module in the Currencies application.

Examples:

  • You want to update an existing pricelist. You export it and change only a few prices. When you want to import it, select only the Update option - the changes prices will be updated in the pricelist - and nothing else.
  • You have added a new product to BizBox (in the Products module) and now you need to add a price for it. You have exported the pricelist and added a new row with the product’s code, price, tax category and so on. Now you want to import it. Select at least the Insert option – it will be added to the pricelist. If you will select only the Update option, the newly added product will be not added to the pricelist. Adding of a new product can be done in many ways – you can create an import file only with one row which defines the newly added product. In such case you have to select only the Insert option (if you will select also the Delete, all records apart from the new one will be deleted from the Target Pricelist).
  • You have exported an existing pricelist and you want to delete a few products from it. Delete particular rows and in the import settings select the Delete option. All the product that are not defined in the imported file will be deleted from the pricelist record in BizBox.

Pricelist Bulk Actions

The last option is to use the Bulk Action. In the Pricelist Editor, there is a button named “Bulk Actions”. Click it and select what you want to change. You are able to change the Price, Product Tax Category and the usage of Gross Price (you can select if the prices are with or without the tax).

To change the price select Change Price option and how you want to change it.

  • Set Amount - Used in case you want to set a brand new price regardless of the current price.
  • Increase by Amount - Used in case you want to add an inserted price from the current price.
  • Decrease by Amount - Used in case you want to subtract an inserted price from the current price.
  • Increase by Ratio - Used in case you want to add a percentage amount to the current price. You are also able to set up the rounding of the final price.
  • Decrease by Ratio - Used in case you want to subtract a percentage amount to the current price. You are also able to set the rounding of the final price.

Price Categories

Price Categories is an application which allows you to define particular categories to which Products with the same price can be subsequently grouped. To add a product to this category, you have to edit a particular product and select this category on the first General tab in the Price Category field.

To set a price for a particular category, you have to edit a pricelist. There is a tab named Price Categories in Pricelist which allows you to define a price that will be applied to all products from the price category.

Click the green + button and select the particular category you want to add. Set its price and in the Gross Price field define if the price is with (YES) or without (NO) tax. Select a particular Product Tax Category used for taxation counting.

In case a product belongs to a price category and you set price for both price category and the product itself, the price added directly for product will be used in preference.