💡 Please click on the settings icon and increase the video quality for a better experience
💡 To view the video on fullscreen, click on the fullscreen icon
How to setup manual pricing rules
Setting up B2B pricing in Clay involves three main steps: creating pricing rules, configuring how they display, and mapping them to customer groups. This guide focuses on the first step: creating Manual Pricing rules.
Step 1: Navigate to Pricing
From your Clay B2B Wholesale app dashboard within Shopify, click Pricing in the left-hand navigation menu.
(Screenshot at 00:42)
Step 2: Start Creating a New Rule
Click the Create pricing rule button in the top right corner.
(Screenshot at 00:48)
Step 3: Select Manual Pricing
In the 'Select pricing type' pop-up, choose Manual pricing. (This allows you to set specific prices manually, often via a bulk CSV upload, which are not linked to your existing retail prices).
(Screenshot at 00:50)
Step 4: Name Your Rule
Enter a clear name in the Pricing rule name field (e.g., "Rule 3: Manual Prices"). (This name is for internal reference only).
(Screenshot at 00:55)
Step 5: Understand the CSV Upload Process
Manual Pricing rules are primarily configured by uploading a CSV file containing your specific B2B prices.
Under Price upload, you'll see the option to Add file.
Below this, under Supported templates, you'll find links to download CSV templates formatted for different manual pricing scenarios:
Wholesale price template: For setting fixed wholesale prices per individual SKU (Stock Keeping Unit).
Quantity price template: For setting tiered quantity pricing per individual SKU.
Multiple pricing rules template: For updating multiple pricing rules at once.
(Screenshot at 01:06)
Step 6: Prepare Your Manual Pricing CSV File
Download the relevant template (The video demonstrates using the Wholesale price template structure but populates it for both wholesale and quantity pricing examples).
(Screenshot at 01:40 - showing template)Open the template in a spreadsheet program (like Google Sheets or Excel).
The template has three columns: sku, price, and quantity.
Go to your Shopify Products section to find the exact SKU for the products/variants you want to price.
(Screenshot at 01:58 - finding product)Copy the SKU from Shopify.
(Screenshot at 02:09 - copying SKU)Paste the SKU into the 'sku' column of your CSV template.
(Screenshot at 02:12 - pasting SKU)Enter the desired B2B price in the 'price' column.
Enter the minimum quantity this price applies to in the 'quantity' column.
For simple Wholesale Pricing (same price regardless of quantity), enter "1" in the quantity column for each SKU you want to price (e.g., setting Phone-SKU1, 2, 3, and 4 all to a price of 50000 for quantity 1).
(Screenshot at 04:15 - 04:37)For Quantity Pricing (tiered pricing), create a separate row for each quantity tier of the same SKU. Enter the minimum quantity for the tier and the corresponding price (e.g., sku-hosted-1, price 80000, quantity 1; sku-hosted-1, price 70000, quantity 2; sku-hosted-1, price 60000, quantity 3).
(Screenshot at 02:47 - 03:13)
Fill in rows for all the manual prices you want to set.
Step 7: Download/Export the CSV
Once your spreadsheet is complete, save or export it as a CSV file. (In Google Sheets, go to File > Download > Comma Separated Values (.csv)).
(Screenshot at 04:55)
Step 8: Upload the CSV File to Clay
Go back to the Manual pricing rule screen in the Clay app.
Click Add file (or drag and drop your file).
(Screenshot at 05:08)Select the CSV file you just created and click Open.
Wait for the "File uploaded successfully" confirmation.
(Screenshot at 05:19)
Step 9: Activate and Save the Rule
Under Publish, change the Status dropdown from Draft to Active.
(Screenshot at 05:23)Click the Save button in the top right corner.
You should see a confirmation message: "Pricing rule saved successfully".
(Screenshot at 05:27)
You have now successfully created a manual pricing rule using a CSV upload. The next steps involve configuring how these prices are displayed on your store and mapping the rule to specific customer groups.