How to add Customer Tiers

To set up your Customer Tiers, navigate to the "Pricing Strategies" tab in the left-hand column. The first option in our list is "Customer Tiers." This section allows you to assign different levels of customer ratings and a pricing strategy for each tier. You will start with 4 tiers by default, but you can add up to 10 tiers by using the "+ TIER" button. To edit each tier, open the tier in question using the arrow on the left, then find the "…" button on the right and select "Edit."

Each tier can be set to either line-item pricing or basket pricing, and you can have each tier use a different structure. You can also set a minimum order amount. By setting up these tiers, you will be able to associate them with customers to better automate your pricing strategy.

Line Item Pricing - If you select "Line Item" for a tiers pricing structure, then when this customer tier is used, the margin will apply at a line item level on your order, not the order as a whole.

Basket Pricing -  If you select "Basket Pricing" for a tiers pricing structure, when this customer tier is used, the margin will apply on a group of line items that fall under the same material pricing strategy.

Minimum order amount - By setting a minimum order amount, if a customer has a cart with less than your desired minimum, then the remaining value will be applied as a fee to increase the order amount to the set minimum.

example: if order is 450 then a fee of 550 will be added to total to 1000

Each tier can have a different structure as well as a unique minimum order amount.