So far you have learnt how to connect your Brightpearl products to your Magento store with a single and set price. But if you're selling to different types of customers through the one Magento store you will potentially want to give them different prices and bulk discounts. Bulk discounts are created in Brightpearl and will upload to Magento once the relevant connections are complete.
In this guide you will learn:
- Advanced pricing options and how it works
- How to create a price list in Brightpearl
- How to create customer groups in Magento
- How to connect Brightpearl price lists to Magento customer groups
- How to synchronise price lists
- How to create bulk discounts
1. Advanced pricing options and how it works
There are two concepts supported by Brightpearl that can be applied on your Magento Webstore using what they call Customer Groups and Tier Pricing:
- Price lists - sell items at different prices depending on what type of customer they are
- Bulk discounts - give discounted prices when a customer buys over a certain quantity of an item
Price Lists
In Brightpearl you have the ability to create as many price lists as you need in order to provide selected customers or customer groups with their own pricing or to use different pricing for your different sales channels, such as eBay or in-store. Once created, the price list is saved against the customer's record and the appropriate price will automatically be selected for any purchase they make. For example, you can have a price list called "Retail" and one called "Wholesale" to apply trade prices to any wholesalers you supply.
When you integrate with Magento you will have selected a default price list for your webstore (against the Channel) which will synchronise the price for a single item. In order to use multiple price lists you need to begin using what is known in Magento as "Customer Groups". A customer group might be "Retail" or "Wholesale" for example. Notice how this is in line with the Brightpearl Price List. By connecting your Brightpearl Price List to Magento Customer Groups you are able to manage all your prices in Brightpearl and automatically synchronise price changes with Magento.
When you are using multiple price lists you will see your products displayed with various prices on your Magento Store (depending on your store design). In order for a customer to make a purchase they will need to register, log in, or enter their details as a guest, it's at this point you'll identify what customer group they fall into and the relevant price will be applied to the order.
Bulk Discounts
In Brightpearl price breaks are used in order to specify a different price for products when a customer buys over a certain quantity of that item. A mug, for example, might have an individual price of £5.99, but if you buy 2 the individual price becomes £4.99, therefore applying a discount of £1.
When you integrate with Magento your price breaks are applied using Tier Pricing and are automatically created in Magento once your Brightpearl Price Lists are connected to your Magento Customer Groups.
2. How to create a price list in Brightpearl
When you need a new price list you first need to add the list and then define the product prices on that list. Follow these steps to add a new price list:
- Go to Setup > Products > Price lists.
- Click Add a new price list.
- Enter a name for the price list, e.g. Retail, Wholesale.
- Enter a code for the list, e.g. RRP.
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Specify whether to show prices including or excluding tax.
Note: Whatever you select the price sent to Magento will ALWAYS be the net price. - Select No to make this a sell price list rather than a cost price list.
- Click Save.
3. How to create customer groups in Magento
For each price list you are going to synchronise with your Magento Webstore, you will need an equivalent Customer Group created in Magento. Follow these steps to create a Customer Group:
- In Magento, go to Customers > Customer Groups.
- Any existing groups will be listed. Click on one to edit or add a new one with the Add New button.
- Enter the Group Name, it would be a good idea to use something similar to the associated price list in Brightpearl.
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Select the Tax Class. This defines the tax that will be applied to the price in Magento.
Note: All prices from Brightpearl are synchronised as net values. - Save the customer group.
4. How to connect Brightpearl price lists to Magento customer groups
Now that you have your price list and customer groups you need to connect them. Follow these steps to link your price lists to customer groups:
- In Brightpearl, go to Setup > Products / Inventory > Price lists.
- Click the Download data now button to open the connection between Brightpearl and Magento. This may take a few minutes. Click the refresh link to check if the process has completed. When it is completed the download button will re-appear and a timestamp will indicate the connection was made.
- Click the Connect link next to your price list.
- In the pop-up window click the Connect to Magento link to search for matching customer groups in Magento.
- The customer groups from Magento will be listed. Click the Connect link next to the result you want to connect to.
- Continue to connect your prices lists in this way.
5. Synchronising Price Lists
Now that your price lists are connected prices will synchronise with your Magento Webstore in the usual way. Remember only subsequent prices changes will synchronise.
Prices can be added to your price lists by entering them directly on the product record in Brightpearl, or by importing to update multiple products. We suggest you read our detailed Prices and Price Lists guide to learn more about updating prices and importing price lists.
Once updated you will be able to see the prices listed against the product in Magento; go to Catalogue > Manage Products, search for and open your product and select the Prices menu on the left. Each synchronised price will be listed in the Tier Price table.
Note: If you alter prices in Magento the change will not be mirrored in Brightpearl and any future changes made in Brightpearl will override the entry in Magento.
6. How to create bulk discounts
Bulk discounts are applied to Brightpearl products using price breaks. This can be done directly on the product record or by importing an updated price list. A bulk discount says that if a customer orders a certain quantity or more they will be given a particular price. These will also synchronise with Magento and be displayed on your webstore.
A price break on a Brightpearl product looks like this:
These prices will be reflected in Magento like this:
Notice how price breaks are also included as tier prices in Magento but use the same customer group. If price breaks are applied on multiple prices lists that synchronise with Magento, they will also be listed.
