A price group lets you offer a set of products at different prices to a group of customers — link the customers to the group and they get the group's prices instead of the product's default price.
Before you start
- You need Price groups › View to open the list and a group, Create to add a group, and Edit to edit its prices or link customers to it.
- Create the products you want to price before creating a price group.
The Price Groups list
Open Products > Price Groups.
| Column | Notes |
|---|---|
| Name | The price group's name. Links to its profile. |
There are no other columns and no filters beyond the list's built-in search box.
Create a price group
- From the list, select the Create icon.
- Enter a Name.
- For each product you want to price differently, enter a Group price. Every product not belonging to a customer is listed, with its SKU, name, and read-only Default price for reference, written with your organization's number settings.
- Select Create price group.
Only products where you enter a Group price greater than 0 are saved to the group. Leaving a row blank or at 0 does not create a zero-price override — it's simply skipped.
The price group profile
Shows the group's name and an Edit prices button, a Product prices table (SKU, Product, Default price, Group price — "No prices set yet" if none; prices are written with your organization's number settings), and a Linked customers table (Name only, "No customers linked yet" if none).
Link customers to a price group
- From the price group's profile, choose one or more customers in Link customers to this price group.
- Select Link customers.
You see a toast reading "Customers linked successfully".
A customer can only belong to one price group at a time. Linking a customer to this group silently moves them out of whichever price group they were linked to before — there's no warning before this happens.
Edit a price group
Open the price group and select Edit prices. The same product table as Create is shown, pre-filled with the group's existing prices (0 for any unpriced product); you can also change the group's Name here. Select Save prices.
Current limitations
- There is no way to delete a price group from the application, even though the profile page is set up to show a Delete option — it never appears because there's nothing behind it.
- Linking a customer to a price group is a hard reassignment: it silently removes them from any price group they were already linked to.