Sage Customer and Special Price Lists

Sage Customer and Special Price Lists

Introduction

Woosage now supports the application of Customer and Special Price Lists to customer roles in WooCommerce (WordPress role).

Each Customer Price List is mapped to a website role that will apply the relevant prices to customers with a role using a 3rd party Role Based Pricing plugin and we currently support the following RBP plugins.
  1. WooCommerce Wholesale Pro by Barn2 plugins (RECOMMENDED)
  2. WooCommerce Role Based Pricing by Elex (Basic* and premium versions)
Note: The basic (free) version of the Elex plugin does not support role prices for variations

Special Prices in Sage are variations to a Customer Price List for specific customers and the way we implement this in Woosage is to duplicate the Customer Price List for the customer as a Special Price List, then overwrite prices for products for which the customer has a Special Price.  The name of this new Special Price List is the Customers Sage account code and is referred to as the Price Reference.  Customers with Special Prices must have a website role with the relevant customer privileges named as their Sage customer account code.

Setup instructions can be found here.

Operation

While regular prices are updated with each Woosage processing cycle (if this option has been selected in the Settings), Price Lists have the following processing options.
  1. Run Now - Woosage will update any changed Price Lists during the next processing cycle
  2. Scheduled Run - Woosage will update any changed price Lists during the cycle following the scheduled data and time and then repeat it every X days
The Price List operation settings are in the Price List tab of the Woosage Control Centre, as shown below.



Run Now - tupdate the Price Lists during the next processing cycle click the Run Now toggle and click Update.

Scheduled Run - to update Price Lists on a scheduled basis carry out the following steps.
  1. Set the Scheduled Date using the date and time controls
  2. Set Repeat to the frequency of the updates in days
  3. Click Update
The Price Lists will be updated during the first processing cycle following the scheduled date.
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