Wholesale Handler
Price lists let you charge different customers different amounts for the same products. Every merchant starts with one Default list, and can create more on top of it. Each customer is assigned to one list and sees only their price - never the list name, and never anyone else's price.
For example, you might keep full price on the Default list, lower prices for loyal customers, and the highest price as a public-facing rate for the storefront. The demo includes Default, Storefront (+20%), Trusted (10% off) and Friends & Family (20% off) so you can see how tiered pricing looks in practice.
How do I create a price list?
Open Price lists and click Create price list.... Fill in the name, an optional description, and a percentage of Default (90 for 10% off, 110 for a 10% surcharge, blank for "set every price manually").
When you save, Wholesale Handler creates the list, populates a price for every product based on the percentage, and takes you to the list's detail page where you can review and adjust individual prices before assigning any customers.
Customers aren't assigned at creation time - that comes later. A new list always starts at zero customers, so there's no risk of someone seeing a half-set-up price.
How does the percentage of Default work?
Each list (other than Default itself) has an optional percentage of Default. It anchors the list's prices to the Default list:
- 90 - 10% cheaper than Default
- 100 or blank - same as Default
- 110 - 10% more than Default
When you create a list with a percentage, every product's price is calculated from its Default price and stored on the new list. You can override any individual price afterwards (more on that below).
Leaving the percentage blank means there's no anchor at all - every price on this list is set manually, with no automatic relationship to Default.
How does rounding work?
Percentage-derived prices rarely land on neat numbers. A 10% discount on $4.50 is $4.05; on $3.20 it's $2.88. Wholesale Handler can clean these up automatically using two settings:
- Rounding - off, nearest 5, or nearest 10 minor units. $4.05 with nearest 10 becomes $4.10. $2.88 rounds to $2.90 with either nearest 5 or nearest 10 (both happen to land there).
- Charm pricing - off, .95, or .99. ".99" snaps whole-unit prices like $3.00 and $5.00 down to $2.99 and $4.99. ".95" does the same plus anything in the .96-.99 zone snaps back to .95.
When both are enabled, charm pricing takes precedence over rounding. If a derived price would trigger a charm value, charm fires first and the rounding step is skipped. For example, a derived price of $4.96 with nearest 10 alone would round up to $5.00 - but add ".95" charm and charm fires instead, snapping the price to $4.95.
Both apply only to derived prices - prices calculated from the percentage. Manually overridden prices are left alone, and Default prices are never rounded by these settings (you set those directly).
Adjust both from Rounding settings... in the price lists menu, or from the Pricing section of Settings.
Can I override an individual price?
Yes. Open any list's detail page and you'll see one row per product with the current price, the Default price for reference, and a basis badge marking each row as derived (calculated from the percentage) or custom (manually set).
Update a single price and click Update on that row to save it. Each row saves independently, so you can work through dozens of products without worrying about losing changes elsewhere. An overridden price stays put even if you later change the list's percentage.
How do I assign customers to price lists?
New customers are automatically assigned to the Default list when you invite them. To move customers between lists, use Move customers... from the price lists menu, or open a list's Update details... drawer and pick customers from there.
Each customer is on exactly one list at a time. Moving a customer takes effect immediately - their next order uses the new list's prices.
Do customers see the price list name?
No. Customers never see the list name, the percentage, or any indication that other lists exist. They just see their own price next to each product. The list system is entirely on your side.
How many price lists can I have?
Up to 10 in total - that's the Default list plus 9 more. Get in touch if you need more.
How do I update a price list?
Open Update details... from the price list's row actions menu to change the name, description, percentage, or assigned customers.
To update individual product prices, open the list's detail page and use the per-row update flow described above.
What happens when I change a list's percentage?
The new percentage saves immediately, but existing prices on the list don't change. The percentage is a starting point for new products, not a live setting that retroactively rewrites prices you may have already tuned.
So if you change a list from 10% off to 20% off:
- Products you create from now on get priced at 20% off Default on that list ✅
- Existing products stay at the prices they were already at ✅
- The basis badge on the detail page turns zinc for rows whose deviation no longer matches the new percentage, making it easy to spot which ones to adjust ✅
To shift existing prices to match the new percentage, open the list's detail page and update each row manually.
A separate flow handles the related case where you change a Default price for a single product: after saving, Wholesale Handler asks whether to recalculate that product's price on every other list that's still tracking the percentage.
How do I delete a price list?
Use Delete price list... from the row's actions menu. Wholesale Handler asks you to confirm.
The Default list cannot be deleted - there's always at least one. Any other list can be deleted, including the demo "Trusted" and "Friends & Family" examples.
If the list has customers assigned, they're moved to Default first, then the list is deleted. Existing orders are unaffected because each line item already carries the price it was placed with.
What happens to existing orders if I change a price?
Existing orders keep the price they were placed with. Wholesale Handler snapshots the price onto each line item at the moment the order is placed, so:
- Changing a list's percentage only affects future orders ✅
- Manually adjusting a single price only affects future orders ✅
- Deleting a list doesn't break existing orders or invoices ✅
Customers see the updated price on their next visit; nothing they've already ordered changes.
How Wholesale Handler handles price lists
The price lists page is your master view. Each row shows the list's name, how many customers are assigned to it, its percentage of Default (as a "10% off" / "5% more" badge) and the Default list is clearly marked.
Open any list to see and update individual product prices, with a badge on each row showing whether the price is still tracking the list's percentage or has been manually overridden.
