Customer-specific Prices

We use Uniconta's function for customer price lists directly to your WooCommerce webshop. When your customer logs in, his current prices will be displayed and used. Of course, this also applies to the calculation of special prices depending on the number of pieces, etc.

The function requires that the customer has the following plugins installed:

  • CSP (WISDMLABS)

  • Groups (itthinx)

Setup

Prerequisites

In order for the CSP extension to be installed, the following two plugins must be installed (not included):

  • Customer Specific Prices: This plugin generates a number of tables on products in Woocommerce which can control the price depending on the debtor

  • Groups: This plugin creates and manages the groups of users that we use to save the user's price list

In addition, Wedoio will install the Wedoio Webhooks for Uniconta plugin on your Uniconta. This requires the user "Support" to be added to your Uniconta with full access (this user is free).

In the Uniconta plugin on Woocommerce, the plugin extension "Use the plugin CSP" will be turned on.

First time synchronization

Once all plugins are installed and activated, the price lists are ready to be synchronized. This is done by going through the Customer Price Lists in Uniconta and pressing "Save" for each of them. It is important to do this before some debtors are synchronized with price lists, as this will risk messing up in the IDs that link the Uniconta price lists with the Woocommerce price lists.

The image shows where you can find customer price lists in Uniconta.

How it works

This section describes the various elements of Customer Price Lists that affect the CSP extension and how you can manage price lists in your Woocommerce shop through Uniconta. A deeper description of the work of Customer Price Lists in Uniconta can be found here: https://www.uniconta.com/da/unipedia/kundeprislister/

Synchronization of customer price lists

When price lists are synchronized from Uniconta to Woocommerce, the following six values are relevant:

  • Name - This will be the name of the Woocommerce group assigned to users

  • Valid from - The date the price list will be valid from

  • Valid until - The date the price list will be valid until

  • Currency - The currency of the prices in the price list

  • Inherits from - If a price list inherits from another price list, the price list when synchronized will also contain all prices from the list it inherits from.

  • Active - Determine if the price list is active, otherwise it will be automatically removed from the Woocommerce shop

The image shows a price list set up correctly

The lines on the price list must be assigned to either a product group or a specific product as well as either a price or a percentage which will be the discount that will be on the product. You can also specify the quantity of the item to be purchased to get the discount through the "Quantity" field

If you want specific prices for different quantities purchased, you can create several lines for the same item with different quantities and prices. For example, these three lines could be made:

  • Quantity: None, price: 1000

  • Quantity: 11, price 100

  • Quantity: 101, price 10

With these lines, a customer with the price list would see the following prices in Woocommerce:

  • Quantity 0-10: 1000

  • Quantity 11-100: 100

  • Quantity 101 and up: 10

The image shows a correctly set up price list line in Uniconta

Adding a price list to a debtor

When adding a price list to a debtor, simply select the price list in the "price list" field on the debtor and then save the price list. If the price list needs to be removed, remove the contents of the field.

The image shows how a price list is added to a debtor.

A price list can also be added through a debtor group. If you edit a debtor group and add a price list to it, debtors with this group will also receive the price list.

The image shows how a debtor group is edited

The image shows how a price list is added to a debtor group

The image shows how a debtor group is added to a debtor

Customization

You can customize how CSP prices are displayed to users by going to your Woocommerce shop and selecting CSP-> CSP-> General Settings.

You can read more about the options for customization by going to section 9 at https://docs.woocommerce.com/document/wisdm-customer-specific-pricing

The image shows the possibilities for customizing CSP in Woocommerce.