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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: Creating manual pricing rule
From your Shopify admin, navigate to Clay's homepage and click 'Pricing' in the left-hand navigation menu
Click the 'Create pricing rule' button in the top right corner
In the 'Select pricing type' pop-up, choose 'Manual pricing'
Step 2: Configuring manual pricing rule
2.1 Pricing rule name
Enter a clear name in the Pricing rule name field (e.g., "Manual wholesale prices")
Note: This name is for your internal reference only and won't be shown to customers
2.2 Product and price configuration
In manual pricing, the product and pricing configuration is done via a CSV file containing your products and their B2B prices
2.2.1 Select manual pricing template
We support three types of templates to configure prices manually -
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.
Please download the relevant template for your configuration from 'Supported templates'
2.2.2 Configuring manual pricing template
Open the template you downloaded in a spreadsheet program (like Google Sheets or Microsoft Excel)
The template has three columns: sku, price, and qty (quantity)
Go to your Shopify Products section to find the exact SKU for the products/variants you want to add to this pricing rule
Copy the SKU from Shopify
Paste the SKU into the 'sku' column of your CSV template
Enter the desired B2B price in the 'price' column
Enter the minimum quantity this price applies to in the 'quantity' column.
For Wholesale Pricing (same price regardless of quantity)
Enter "1" in the quantity column for each SKU you want to price (e.g., setting sku-hosted-1 to a price of 80000 for quantity 1).
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)
Fill in rows for all the manual prices you want to set.
Once your spreadsheet is complete, save or export it as a CSV file. (In Google Sheets, go to File > Download > Comma Separated Values (.csv))
Uploading the CSV file with B2B prices
Go back to the Manual pricing rule screen in the Clay app
Click Add file (or drag and drop your file)
Wait for the "File uploaded successfully" confirmation
Step 3: Saving the rule and making it active
Under Publish, change the Status dropdown from Draft to Active
Click the Save button in the top right corner
You should see a confirmation message: "Pricing rule saved successfully"
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.