Adding New Price List Customers using supported 3rd Party Plugins
Introduction
Woosage supports the application of Customer and Special Price Lists to customer roles in WooCommerce by mapping a price list, which is made up of the prices specific to a customer or group of customers, to a website role, that can be assigned to a website user. When the user is logged in the price associated with the role is displayed.
Woosage50 supports the role-based pricing functionality of the following plugins, without the need to add Vizulate Simple Role Based Pricing plugin.
- WooCommerce Wholesale Pro by Barn2 plugins
- WooCommerce Role Based Pricing by Elex (basic and premium versions)
Note: the free version of the Elex plugin doesn't support role prices for product variations.
The setup instructions for the plugins are only intended to cover the role based pricing features and not the broader features of the plugin.
Customer Prices Lists and Special Prices in Sage are variations to a product Selling Price, with Customer Price Lists normally applying to groups of customers and Special Prices apply to individual customers. The way we implement this in Woosage is to create price lists for customers by combining any Customer Price List they are on with any Special Prices that they have. If a customer is on a Customer Price List, but doesn't have any Special Prices then their prices list name and associated role on the website will be the name of the price list in Sage. If the customer has any special prices, regardless of whether they are on a Customer Price List, then their price list name and associated role will be their Sage customer account code. This is referred to as the Price Reference.
Woosage does not support Customer Price Lists that have the same name as any customer account code and Customers with Special Prices must have a website role named as their Sage customer account code. If any Customer Price List has the same name as a customer account code then the procedure described in the section below (Replacing Customer Accounts that use a Customer Account Code as a Name), must be carried out.
Creating the Price List Roles
Both of the supported plugin can create the roles or they can be created separately, in which case we recommend you use the Roles plugin by WP Front https://en-gb.wordpress.org/plugins/wpfront-user-role-editor/. There are other role editing plugins but we have not tested Woosage with them.
Enter the Display Name exactly as the Sage Price List name. The Role Name will automatically be generated and must not be amended.
If you use another plugin or your developer creates the roles, then the role name must be in lowercase, regardless of role display name, which will be in uppercase.
Once the roles are setup on the website, then you can configure the plugin-specific settings as described below
Adding New Customers in the Plugin Settings
Having setup a new customer account in Sage and assigned a Customer Price List and/or given them some Special Prices, you will need to add the customer to the website and the first step is to create their role (if not already created). A role is a label applied to a set of capabilities or privileges, which can then be assigned to a user and the following sections describe the steps for adding new customers and assigning their roles to enable display of their prices, for each of the supported plugins.
Barn2 Plugin
A role is a label applied to a set of capabilities or privileges, which can then by assign to a user, so the first thing to do is create the role by going to WooCommerce>Settings>Wholesale>Roles and click Add New, which will display the following:
Then enter the role name in Display Name and tick the checkbox Product Specific Pricing. The checkbox enables specific role based prices for the role on all products, as shown below, and these prices are populated by Woosage from the Sage Price List with the same name as the Role (or the Sage account name, if it is a Special Price).
Role names must match the Sage names, with the Special Price List name being the customers Sage account code. Alos Sage account codes and customer price list names will always be in capital letters, so ensure the are entered in the Display Name field as capitals.
Note: Unticking the Product Specific Pricing checkbox will hide the price in from the product but it will continue to be updated by Woosage.
Note there is a WSALE role that is the default wholesale role created by the plugin, which cannot be removed. Internally, this is represented as wcwp_wholesale.
IMPORTANT! The plugin only shows the Display Name of the role in the settings, which matches the internal role with a prefix of "wcwp_" when first created and Woosage uses this to assign prices. However, if you edit the role only the Display Name is can be changed, so you must delete the role and add it with the new name to ensure that the role name matches the price list.Elex Plugin
The Elex plugin has an in-built facility to manage user roles, which can be found at WooCommerce>Settings>Role-Based Pricing>Manage User Roles>Add Custom User Role. The roles, which should be named exactly as the price list name or Sage customer account code (if the customer has any Special Prices). Add the role name to the Role Name field and click the Save Role button.
Note: Sage account codes and customer price list name will always be in capital letters, so ensure they are entered in the Role Name field as capitals.
Having setup the role add the roles to the settings field shown below at WooCommerce>Settings>Role-Based Pricing>Role Based Settings
This will allow Woosage to populate the individual product prices for each role, as shown below, when a Woosage Price List update runs.
This role then must be added to the customers User Profile in order to associate the customer with the product prices. Do this by selecting the role from the dropdown in the user profile when creating or amending the user (navigate to Users in the website dashboard)
Replacing Customer Accounts that use a Customer Account Code as a Name
For any Customer Price List that has the same name as a Customer Account Code, execute the following steps for each Customer Price List in Sage. You may first need to run a report to show teh customer accounts that are using the offending Customer Price Lists.
Select Customers in the left-hand menu in Sage
Click Price Lists in the ribbon bar at the top of the screen and the Customer Price Lists will appear in a popup window (the Price Lists window).
Select the price list for the Customer Price List to be changed
Click the Copy icon at the top of the popup window. This will open another popup window.
Enter a unique name. This must not be one of the customer account names. Update the description, if required.
Click the Save button in the bottom right-hand corner of the popup window, then click Close to close the Copy Price List window.
In the Price List Window, select the old price list and click the Delete icon from the top of the window.
Another popup window will open, warning you that you are about to permanently delete a price list. Click Yes to confirm.
In the Price List window, click Close to close it
From the Customer view, select the first customer account that uses the old Customer Price List and open the customer record (double click or select Edit from the top ribbon bar. The Customer Record will open in a popup window.
Select Defaults from the left-hand menu of the popup window.
Using the dropdown next to Price List select the new Price List.
Click the Save button, followed by the Close button to close the Customer Record window.
If there is more than one customer using the old price list repeat, then steps 10 to 13 with the next customer account code.
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