Rule-Based Management to Add Pricing Rules
Adjusting Role-based Pricing for User Roles
Go to WP Admin Panel > Products > Add New > Role Based Pricing (By User Roles). Enter the following details:
User Role: Select the user role to apply the pricing rule
Adjustment Type: Choose from the following options:
- Fixed Price
- Fixed Increase
- Fixed Decrease
- Percentage Increase
- Percentage Decrease
Value: Add value to the user role
Min Qty: Enter a minimum quantity for the user role
Max Qty: Enter a maximum quantity for the user role
Replace Original Price?: Checkmark to replace the original price with the adjustment type selected
Remove: Take action to remove the rule
Click on “Add Rule” to apply the rule.
Adjusting Role-based Pricing for Specific Customers
Go to WP Admin Panel > Products > Add New > Role Based Pricing (By Customers). Enter the following details to adjust pricing for specific customers:
Customer: Select the specific customer to apply the pricing rule
Adjustment Type: Choose from the following options:
- Fixed Price
- Fixed Increase
- Fixed Decrease
- Percentage Increase
- Percentage Decrease
Value: Add value to the rule
Min Qty: Enter a minimum quantity for the customer
Max Qty: Enter a maximum quantity for the customer
Replace Original Price?: Checkmark to replace the original price with the adjustment type selected
Remove: Take action to remove the rule
Click on “Add Rule” to apply the rule.
Setting Up Prices by User Roles in Bulk
Go to WP Admin Panel > Role Based Pricing to adjust the rule-based pricing in bulk. You can create multiple rules to adjust the prices of multiple categories and products in bulk for specific customers and user roles.
Adding a New Rule:
Add Title: Add a unique title for future reference
Rule Details:
Rule Priority: Enter a number between 0 and 100 (1 is high, and 100 is low)
Apply on All Products: Check the box to apply the rule on all products
If left unchecked:
Select Products: Choose selected products to apply the rule
Select Categories: Choose selected categories to apply the rule
Customer Based Pricing:
Customer: Select the specific customer to apply the pricing rule
Adjustment Type: Choose from the following options:
- Fixed Price
- Fixed Increase
- Fixed Decrease
- Percentage Increase
- Percentage Decrease
Value: Add value to the rule
Min Qty: Enter a minimum quantity for the customer
Max Qty: Enter a maximum quantity for the customer
Replace Original Price?: Checkmark to replace the original price with the adjustment type selected
Remove: Take action to remove the rule
User Roles Based Pricing:
User Role: Select the user role to apply the pricing rule
Adjustment Type: Choose from the following options:
- Fixed Price
- Fixed Increase
- Fixed Decrease
- Percentage Increase
- Percentage Decrease
Value: Add value to the user role
Min Qty: Enter a minimum quantity for the user role
Max Qty: Enter a maximum quantity for the user role
Replace Original Price?: Checkmark to replace the original price with the adjustment type selected
Remove: Take action to remove the rule
Managing Role-Based Pricing
Go to Role Based Pricing > Settings to configure the plugin’s general settings.
General Settings:
Calculate Discount on Price Exclusive of Tax: It will calculate discounts on the price excluding tax and then reapply tax rates to determine the final price inclusive of tax after the discount
Enforce Min & Max Quantity: Check the box to limit users to a minimum and maximum quantity to add to a cart
Min Qty Error Message: Add a custom message to display as an error message when a user adds a quantity less than a minimum quantity
Max Qty Error Message: Add a custom message to display as an error message when a user adds a quantity more than a maximum quantity
Update Cart Error Message: Add a custom error message to display when the user updates the product in the cart
Exclude User Roles: Select the user roles for which the option to set the role base price will be excluded:
- Administrator
- Editor
- Author
- Contributor
- Subscriber
- Customer
- Shop manager
- Wholesale
- B2B
- Retailer
- Guest
Apply Discount On: Select from the three options:
- Sale Price: By default, the discount will be applied to the sale price if it exits; otherwise, it will be applied to regular prices
- Regular Price: The discount will be applied to the regular prices
- Ignore if Sale Prices Exist: The discount will be ignored if sale prices are defined
Hiding Price and Add to Cart Button
Go to Role Based Pricing > Hide Price and enable the feature to hide price and add to cart button for the products.
Enable Hide Price & Add to Cart: Allow the functionality to hide price and add to cart button
Hide for Guest Users: Checkmark to hide price and add to cart button for guest users
Hide for Registered Users: Checkmark to hide price and add to cart button for registered users
Hide Price: Checkmark to hide the price on the archive and product pages. However, the price will be visible in the cart.
Price Text: Enter a custom text to show in place of the price on archive and product pages
Hide Add to Cart Button: Checkmark to hide the Add To Cart button on the archive and product pages
Add to Cart Button Text: Enter a custom text to display in place of the text of the Add to Cart Button
Add to Cart Button Link: Enter a custom link to replace the Add to Cart Button
Select Products: Specify products for which you want to hide the price and add to cart button
Select Categories: Specify categories to hide the price and add to cart button
Importing Rules
Navigate to WP Admin Panel > Role Based Pricing > Settings > Import Rules to import pricing rules data to your store by uploading a CSV file.
Choose a CSV File from Your Computer: Choose the file to upload
Click on “Import” to continue.
Importing/Exporting Product Level Pricing
Navigate to WP Admin Panel > Role Based Pricing > Settings > Import/Export Product Level Pricing to import product level pricing rules data to your store by uploading a CSV file.
Import Product Prices:
File Format: Upload a CSV file in a format that is mentioned here:
- Product ID
- SKU
- Product Name
- User Role
- Customer Email
- Quantity From
- Quantity To
- Adjustment Type
- Discount Price
- Start Date
- End Date
- Replace Original Price
Carefully read the instructions and cautions before proceeding with the import or export of price data.
Import CSV: Upload a file to begin importing files in a correct format
Export CSV: Click on this button to export the product-level pricing data
