How to Create Price Lists

Better product management

By default, Upmind has a single price list, which defines basic pricing for each product or service. You can override default prices by creating a separate price list.

  • For example, default pricing is $80 per month. You could charge one customer $60 and another $85. This is completely possible and flexible in Upmind.

Upmind's multiple price lists feature extends product management in two powerful ways:

  1. You can create fully custom price lists for specific clients. For instance:
  • Offer discounts to wholesale customers.
  • Offer loyalty pricing.
  • Increase pricing for new clients and keep old customers on legacy prices.
  1. You can enable or disable specific products for certain clients. For instance, allow some clients to order a product only if it has a price. This is an optional setting on each price list.

Creating a price List

  1. Log in to Upmind.
  2. Click Settings.
  3. Click Price Lists.
  4. Click the Add Price List button.
  5. Enter a name for your price list.
  6. Click Add.
  • Upmind enables your new blank price list.

Setting product prices

To assign a product price to the new price list:

  1. Log in to Upmind.
  2. Click Settings.
  3. Click Products and Services.
  4. Click the product you would like to edit.
Click product to editClick product to edit

Click product to edit

  1. Click Product billing on the left meu
  2. Scroll down to the pricing information.
  3. Click the default price list name.
  4. Select the name of the new price list on the drop-down menu.
Select price list nameSelect price list name

Select price list name

  1. Add a new price for each currency.
  2. Click Save.
Enter pricesEnter prices

Enter prices

Assigning a price list to a client

Assign a unique price list to a client on the client's dashboard.

  1. Go to the Upmind dashboard.
  2. Click Clients on the left menu.
  3. Click a client name to open their dashboard.
  4. Click the Settings menu tab.
Click SettingsClick Settings

Click Settings

  1. Click the PRICE LIST field.
  2. Chose a price list.
  3. Click Save.

Upmind immediately updates this client's price list which comes into effect for future purchases. This price list change does not affect the price of current client products or services.

Choose price listChoose price list

Choose price list

Disabling a product option

Use the price list feature to enable and disable certain products for a specific client.

📘

In this example, we use a new price list to block some clients from seeing one product (a premium bag of coffee reserved for VIP clients).

Follow all the above steps with these exceptions.

When you create a new price list:

  1. Check the box to inherit all the prices from another price list.
  2. Select your default price list.
  3. Click Save.
Check box to inherit pricesCheck box to inherit prices

Check box to inherit prices

  1. Open the dashboard for the product you want to disable.
  2. Choose the correct price list.
  3. Blank the price field.
  4. Select the Omit product option.
  5. Click Save.
Select Omit productSelect Omit product

Select Omit product

  1. Open the client dashboard.
  2. Apply the new price list.
  3. Click Save.
Apply new price listApply new price list

Apply new price list

Client view

Upmind displays the store's full catalogue except for the disabled product.

Confirm client viewConfirm client view

Confirm client view


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