While standard selling prices cover most situations, sometimes you need more flexibility. Maybe you offer special rates to wholesale customers, volume discounts for bulk purchases, or run "Buy One, Get One" style promotions. Helcim's advanced pricing options have you covered!
Types of advanced pricing
This guide explains how to set up three types of advanced pricing for your products (goods and services):
Wholesale pricing: Offer specific prices to designated wholesale customers.
Buy X Get X Free: Create BOGO promotions, where a customer can get a free quantity with a purchase of a certain quantity.
Tiered pricing: Set tiered prices based on the quantity purchased.
Accessing advanced pricing settings
You'll find these options within the settings for each individual product:
Navigate to Products & Services (via All Tools).
Find the product (good or service) you want to configure from your list.
Select the
icon on the right to open the product editor.Scroll down to More pricing options and click the arrow to open.
Wholesale pricing
Offer special pricing visible only to customers you've flagged as wholesale buyers.
Step 1: Enable wholesale pricing on a product
Select a product from the library to edit.
Click on the More pricing options section.
Toggle Wholesale Pricing on.
Enter the specific Wholesale Price for this item in the text box.
Click the Save Changes button for the product.
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Step 2: Enable wholesale access for customers
Setting the price on the product isn't enough; you need to designate which customers get access to these prices.
In the All Tools menu, select Customers > Customer List.
Click on the customer you want to grant wholesale access to.
In the customer's profile, click on Advanced Options.
Find the Wholesale option and toggle it ON.
Click Save.
Now, when this specific customer uses your online store or when you create an invoice for them, they will automatically see and receive the wholesale prices for eligible products.
Buy X Get X Free pricing
Create promotions like "Buy One, Get One Free."
Enable Buy X Get X Free on a product
Select a product from the library to edit.
Scroll down to the More pricing options section for a product
Select Enable next to Buy X Get X Free.
Enter the Buy #: the quantity the customer must purchase to qualify.
Enter the Get #: the quantity the customer receives for free.
(Optional) Check the box for Set maximum limit per order to limit the number of free items a customer can get in a single transaction.
Click Enable to add the promotion to the product.
Click Save Changes to save the product.
Tiered pricing
Use this option to offer discounts based on the quantity a customer purchases.
| Example: buy 10+ get 10% off, buy 50+ get 15% off |
Enable tiered pricing on a product
Select a product from the library to edit.
Scroll down to the More pricing options section for a product
Select Enable next to Tiered pricing.
Select Add another tier until you have your desired number of tiers.
Fill in the To fields with the maximum quantities of each tier. As you enter a number, the bottom end of the next tier will automatically adjust.
For example:
1 to 5
6 to 10
11 to ∞
Fill in the Price fields with the price corresponding to each tier.
For example:
1 to 5 → $20
6 to 10 → $18
11 to ∞ → $16
Click Enable to add the tiered pricing to the product.
Click Save Changes to save the product.
Next steps
Need to adjust variant details? Create variants and add-ons for products.
Review how to add products: Add and edit products (a.k.a. goods) / Add and edit a service.
FAQs
How do wholesale customers see their special prices?
Once you've enabled the Wholesale toggle for a customer, they should automatically see the wholesale prices when logged into your Helcim Online Store or when you select them while creating an invoice or transaction.
Are taxes calculated on the original price or the discounted price?
Taxes are calculated on the final selling price after any applicable discounts or promotions (like ranged pricing or BOGO adjustments) have been applied.
Why isn't my BOGO promotion working?
Double-check that the Enable Buy X Get X Free toggle is ON for the relevant product(s). Ensure the quantities (Buy #, Get #, Limit Quantity) are set correctly.