Below is a screenshot of the Pricing tab, Admin > Sites > [Select Site] > Products > Pricing tab.
Every product must have a Price Engine paired with a Site Group before it can be saved. You can temporarily pair the Site Group “Everyone” with a simple temporary engine you set up, however, “Need To Do” is a non-functioning placeholder. It will need to be replaced with an actual Pricing Engine before a Product can be saved.
Pair a Pricing Engine with a Group
Step 1. Choose a Site Group (Sites > Site Groups) for this product that you want to pair with a pricing engine. Members of the Site Group will see prices based on the paired pricing engine. A product can have more than one pair of Group and Pricing Engine pairs. Different Site Groups can have different pricing available to them when they log in and are identified by the store.
Note: If all of your site users will see the same pricing you should only need to pair the pricing engine with the "Everyone" group. This is an easy way to approach the setup. If you have users that need different permissions you can still have them be part of both the "Everyone" group to indicate the pricing to see, while also being in another group that determines their permissions.
Step 2. Choose a pricing engine to pair with the Site Group you chose above.
Step 3. Click the button to "Save Site Group and Pricing Engine Pair"
Pricing Engine Pairings (by Priority) - This is the list of Pricing Engine Pairings you have saved. In the event that a user belongs to multiple groups priority is given from the top down. Use arrows to change priority and the X to delete a pair. A group cannot be assigned to more than one pricing engine.
Customers integrating with an External Pricing Service
If you are integrating with an External Pricing Service, you'll need to follow a slightly different process to set up your product's pricing.
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First, configure your External Pricing Service integration (Preferences > Pricing Engines > +Add New > External Service).
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In Site > Products > [Specific Product] > “Pricing” tab, you will set up site group/pricing engine pairs.
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In Step 1. Site Group” drop-down menu, select a site group the pricing should apply to. From the
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In Step 2. Pricing Engine” menu, choose “External Service.” A third drop-down menu will appear,
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In External Provider menu, select the External Pricing Service integration you previously configured.
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Now an area will appear where you can enter the Template and Item numbers for this product’s pricing.
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After you have entered this information, click, “3. Save Site Group and Pricing Engine Pair.”
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You can then create more site group/pricing engine pairs, if desired. When you are finished, scroll down and click “Save.”
Warning: When using External Pricing, not all options are available on any products that are using the External Service. Attempting to set these options and adjustments will break the pricing engine in the storefront. This means that if you have several pricing pairs and even one of those pairs uses an External Service, you cannot use the following options:
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Minimum Quantity
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Maximum Quantity
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Markups
Options & Adjustments
In the Preferences > Pricing Engine area you created your different pricing engines. Because you can share pricing engines among all your products you will at times want to set certain attributes to each of those pricing engines that are unique to each of the products that are using that engine. This area allows you to do just that.
Notice that there are 5 rows (Q1, Q2, etc.). These rows are the different quantity parameters you have in your pricing calculator engine. If your pricing engine is a UOM or Price Break engine, then only Q1 will be applicable to you. If you have a pricing calculator engine, only the number of quantity parameters you are using in that particular engine is applicable here (your pricing calculator only uses the Q1 field... only the Q1 row applies here).
Minimum Quantity - Enter the minimum quantity for this quantity parameter. To allow the pricing engine itself to dictate the minimum, leave the text box empty. If your pricing engine does not use the quantity parameter, leave the text box empty.
Minimum Quantity is a LIMIT. It cannot add quantity entries to your pricing engine's drop-down list; it can only filter them by imposing a minimum cutoff. If you need more quantities, you must add them to your calculator, not by using this field.
For example: if your calculator had quantities of 1,2,3,4,5,6,7,8,9,10 and you set a minimum quantity to 5, then the dropdown would show 5,6,7,8, etc. It would not show 1,2,3 or 4. In the same way, if your calculator had quantities of 5,6,7,8,9,10 and you set a minimum quantity to 1, the drop-down would show 5,6,7,8,9,10 because your pricing engine did not contain the options of 1,2,3, or 4.
Minimum and Maximum Quantity is not available for products using an External Pricing Service.
Maximum Quantity - the same instructions apply that were noted in the "Minimum Quantity" option above, except that this will limit the Maximum Quantity instead of Minimum. (Not available for products using an External Pricing Service).
Decimal Places - Enter the number of decimal places allowed for each of the quantity parameters. For example, to allow up to 2 decimal places in Q1, enter 2. Enter zero (or leave blank) to not allow decimals at all. If your pricing engine does not use that quantity parameter, leave that rows entry blank.
Allow Arbitrary Quantities - If checked, this replaces the standard pulldown menu and allows the user to enter any quantity they wish in a text box instead. The quantity they enter will be subject to the min/max you have set in either the quantity rows here, or in the actual pricing engine. For example, if the minimum is 1 and max is 20, the user will not be able to enter anything greater than 20 in the textbox.
Minimum Price - Set a minimum price for this product. No need to include a currency symbol, as this will automatically be handled by the culture setting for the site. This will make sure the buyer orders a certain dollar amount for the product. As an example: Lets say that your product is $20 for each booklet. You set a minimum price here of $40. When the buyer is ordering they will pay $40 regardless if they buy 1 or 2 booklets.
Show Per Piece Price - If this box is checked an "each" price will display below the product total price. This is calculated by dividing the total by the quantity chosen. Depending on the cost you set up for your product, and the rounding that happens with fractions of the cost, it may produce an each price that is confusing to the buyer. Test out this for each of your products and either uncheck this box, or change your pricing.
VDP / Upload Sets Quantity - The intention of this feature is to verify that the number of pages or records in a file upload or database upload (either on the product page or within eDocBuilder) matches the quantity the customer is say they are ordering. When using this feature the quantity will change if the customer entered it incorrectly. By selecting a quantity set (Q1, Q2, Q3, Q4 or Q5) from this drop down list, the quantity from the file (pages or record count) will be applied to the pricing engine. If this product captures both an eDocBuilder database as well as a document upload, the quantity from the eDocBuilder upload will be applied while the product upload will be ignored. If you are using a price break or UOM pricing engine, set this to Q1 as that is the only quantity parameter that is applicable. If you are using a pricing calculator pricing engine, only the number of quantity parameters you have in your pricing engine are applicable choices.
Note that if you set this value to a quantity set, and the product is linked to an eDocBuilder template, the value from the upload in the eDocBuilder template will override the product upload. If the eDocBuilder upload for a VDP file is not enabled on the template, then the value from the product upload will still be overridden. If the product is linked to an eDocBuilder template, the eDocBuilder template must be enabled for a VDP upload in order for VDP / Upload Sets Quantity to be recognized. Enabling VDP / Upload Sets Quantity on a product that is linked to an eDocBuilder template that is not enabled for a VDP upload will not work, and the record quantity from the product upload will always be ignored.
Example 1: Let's assume that you have a pricing calculator that has two quantity fields, Q1 is "How many do you want to order?" and Q2 is "How many pages are in your document (count front and back as 1)". In this field you select "Q2" from the drop down. Your customer enters that they have 4 pages in their document but uploads a file with 12 pages. The price will change based on the 12 actual pages that are in the document by replacing their entry of 4 pages with the correct 12 pages they are sending you.
Example 2: Your Price Break pricing engine has the buyer choose the number of postcards they are ordering. They enter in 200 postcards. The cost is based on that number and they see that price, and click on the customize document button to go to eDocBuilder to customize and upload their customer address list. In eDocBuilder they upload a database file that contains 300 records and 300 postcards are produced in the production file being delivered to you to produce. If in this field you chose Q1 from the drop down, when the customer added the template to their shopping cart, they will see that the price of the job has been updated and the new quantity being ordered has been corrected to the 300 records they uploaded.
Note: Only the following file types are supported when determining the page count: ".csv", ".xls", ".xlsx", ".pdf", ".ai",".eps". While ".ai" and ".eps" files are supported; these will only be utilized if they are PDF compatible.
Markup (and an option for a Markdown)
If you are using an outside vendor to produce this product, you may want to create a pricing engine that has the vendors cost entered but then set a markup on top of that cost instead. By doing this, you can run reports to show your cost (what you have to pay your vendor), the markup amount and the total cost. You can also choose to include the cost the vendor agreed to charge you in the vendor dashboard that they use to produce the job for you instead of letting the vendor see the selling price. See the Admin > Preferences > vendors area for more detail on using vendors.
Note: This feature is designed to work with Pricing Calculator Engines only and although you can use it on Price Break and UOM pricing engines, you may create confusion to your buyer in the store. The UOM chart only displays the price for one unit of anything, but the markup could change for higher numbers of units based on what you set up here. If you are using a multiple tier markup scheme for a product, you may want to tell the buyer about this in your description or change the pricing engine to use a calculator instead. Using a markup on any product with a pricing pair coming from an External Pricing Service will break the pricing engine in the store (see above section on External Pricing Service).
Quantity to Set Markup - If you are using a pricing calculator with multiple quantities in use, please select which of the quantities will determine which markup to use here (Q1 to Q5). If you are using a UOM or Price Break engine, leave this set to Q1 as that is the only one applicable.
Enter a new Markup
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Select which Quantity (Q1 - Q5) this markup will apply to from the dropdown menu.
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Markups may be defined by a range. For example, if the quantity is between 1 and 1000 you may want to mark up the cost by 20%. But if the quantity is between 1001 and 5000 you may want to mark up the cost by 15%.
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Enter the "From Quantity", the "To Quantity" and the Markup percent (without the % symbol) for that range and click on the checkmark.
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Select "Add new markup range".
*The markup feature is designed to support Markups, but you can enter a negative value in the percentage field if you would like to apply a Mark down on the product.
Knowledge Base Articles related to Product Pricing
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