Selling to businesses
Customer groups, approval, hidden prices, price lists with quantity breaks, quote requests and pay on invoice.
Business customers, quotes and pay on invoice are on the Business plan. Price lists are from Professional.
Customer groups
Make a group, such as Trade buyers. A group can:
- Be marked as a business group
- Be allowed to pay on invoice
- See prices without tax
Add customers to it from their page under Customers.
Who can see what
In Settings > Checkout:
| Setting | What it does |
|---|---|
| Only signed-in people can see the shop | A closed shop |
| Accounts by invitation or approval only | You decide who joins |
| Hide prices until a shopper signs in | Anyone can look, but only customers see prices |
You can set these differently for each store. See Several stores.
Price lists
Open Catalogue > Price lists. A list can work in two ways:
- A percent up or down on your base price, with rounding, such as ending every price in .99
- Item prices you enter, with a different price at each quantity
A list can apply only to a currency, some countries, a customer group, some dates, a promo code or some stores. If more than one list fits, the one with the top priority wins. No list in play means the base price.
Any number of stores can share one list.
Quote requests
Turn on Let shoppers send their cart as a quote request in Settings > Checkout.
- The shopper sends their cart with a message.
- It appears under Quote requests. If you use CRM, it can also reach CRM as a lead.
- Change the prices and quantities, and send it. The shopper gets a link to see it.
- The shopper accepts it, and it becomes an order.
The statuses are New, Sent, Accepted, Declined and Expired. A quote past its date closes by itself.
Pay on invoice
Turn on Pay on invoice in Settings > Payments. Customers in a group that allows it can choose this at checkout. The order goes ahead with a sales order, and the invoice is made at shipment. You record the money when it comes in.
Tax numbers
A business customer can enter a tax number at checkout, and it goes on the invoice.
A valid GSTIN marks them as a registered customer.