Classes: Setting up an individual price for a certain customer class in your plentyShop

In contrast to other customers, I want that a certain customer can see an individual price for a certain item in my plentyShop. What can I do?

Required steps (short version)

1. Creating a customer class

First, create a customer class that you later activate in the sales price.

Creating a customer class:

  1. Go to Setup » CRM » Customer classes.

  2. Click on the New customer class tab.

  3. In the Name field, enter the name of the customer class, e.g. Regular customers.

  4. Set the setting Volume discount to include if you later want to set a volume discount in the sales price.

  5. Select (radio_button_checked) whether the prices in the online shop should be displayed as gross or net prices.

  6. Save (save) the settings.

The steps described above list the settings that have to be carried out at least during the creation of a customer class for the purpose of this practical example. Of course, you can carry out further settings in the customer class. For further information, refer to the Creating a customer class chapter on the Carry out preparatory settings page.

You can set up automated processes in PlentyONE so that certain customers are assigned to a dedicated customer class.
You can find a common example of an event procedure further down on this page in the Setting up an event procedure chapter.

Of course, you can adjust the customer class manually in the contact data record.

2. Creating a sales price

Create a new sales price. Sales prices define the conditions under which a variation is sold at a specific price. For example, you can sell products for a lower price in the plentyShop than on a marketplace. Or you can sell products cheaper to B2B customers than to B2C customers.
In the sales price, you have to activate the customer class that you have just created and the referrer Client (shop).

Creating a sales price:

  1. Go to Setup » Item » Sales prices.

  2. Click on New.

  3. Enter a number into the Position field.
    → Note: If you link multiple sales prices to a variation, you’ll see these sales prices sorted by their position number in the item data record.

  4. In the Internal name field, enter a name for the sales price, e.g. Regular customer price.
    → Such as the internal name, the External name field is a mandatory field. Here, you can enter the same name as for the internal name or enter a different name for the sales price.

  5. In the Minimum quantity field, enter a number, e.g. 3.
    → Example: If a customer buys multiple copies of your item (e.g. 3), you can determine that the price will be reduced starting from a purchase of 3 copies. Important: In the case of reduced prices that apply at a certain quanitity of items, volume discounts have to be allowed in the customer class. Make sure that the setting Volume discount is set to include in the customer class.

  6. Select (check_box) the currency from the list, e.g. EUR.

  7. Select (check_box) the appropriate client from the list.

  8. Select (check_box) the customer class Regular customers from the list.

  9. Select (check_box) the country from the list.

  10. Select (check_box) the client from the list, in our case Client (Shop).

The steps described above list the settings that have to be carried out at least during the creation of a sales price for the purpose of this practical example. Of course, you can carry out further settings in the sales price. For further information on the other settings, refer to the Sales prices chapter on the Sales prices and price calculation page.
Create a sales price easily and quickly with the help of an assistant

You can also create your sales price with the help of the Sales price assistant.

3. Adding the sales price to an item

In the Item » Items menu, you have to add the sales price that you have just created to the desired item. In the item, you have to save the actual amount of money of the sales price.

Adding the sales price to the item:

  1. Go to Item » Items.

  2. Search for the item in which you want to activate the sales price.
    → The section of the main variation opens automatically.

  3. Navigate to the Sales price section.

  4. In the Sales price section, click on Add sales prices (add).
    → The Add sales prices window opens.

  5. Select (check_box) the sales price that you have just created from the drop-down list.

  6. Click on Apply.
    → The sales price is added.

  7. In the Price (gross) column, enter the desired amount of money.

  8. Save (save) the settings.

If you have carried out all settings described on this page, customers with the correspondingly assigned customer class will automatically see the price you defined for a certain item in your plentyShop.

4. Tip: Setting up an event procedure

Set up an event procedure that triggers the customer class change when a customer placed a certain number of orders in your plentyShop that you defined.

Setting up an event procedure:

  1. Go to Setup » Orders » Events.

  2. At the bottom left, click on Add event procedure (add).
    → The Create new event procedure window opens.

  3. Enter a name for the event procedure, e.g. Change customer class after x orders.

  4. Select the event as listed in Table 1.

  5. Save () the settings.

  6. Carry out the settings as listed in Table 1.

  7. Activate the option Active.

  8. Save () the settings.

Table 1. Setting up the “Package number generated” event procedure
Setting Option Selection

Event

Order generation > New order

Filter 1

Order > Referrer

Client (shop)

Filter 2

Customer > Number of orders

Select an operator from the list and enter a number in the field.

Procedure

Customer > Change customer class

Select the customer class that you have just created from the drop-down list.