Configuring Locksmith for multiple price levels
Note: if you have completely different product offerings for wholesale, this is not the guide you are looking for :) Your setup process will be more basic, since you won't need to duplicate products. Just create a collection out of all of the products that you will be selling to wholesale customers, and create a lock as described in the guide here.
Deciding between product duplicates or variants: Selling a product at two different price levels means that it needs to be duplicated in some way. This can be achieved using either product duplicates OR by using variant tiers. Keep in mind that Locksmith itself does not create these alternate versions. No matter which one you choose, you'll need to create the products/variants on your end.
Using Product duplicates - jump to section
- Allows you to have distinct sections in your store that are dedicated to different types of customers.
- A straightforward approach
- Introduces collection filtering issues
Using variant tiers - jump to section
- Uses the same products, collections, and navigation menus
- Avoids collection filtering issues
- This is not a good option if your products already have many variants. Adding a price tier variant essentially doubles the number of product variants that each product has. The Shopify-wide maximum number of variants per product is 100.
- Can be seen as more complicated since managing individual variants is less straightforward than managing products.
Option 1 - Using product duplicates
Follow these steps!
- The first step is, unsurprisingly, to duplicate all your products. You'll need to duplicate every single product that is going to be sold at multiple price tiers. We have a separate guide on duplicating products, if you have a lot of products, or if need more instructions on how to do this.
- Once your product duplicates are created, create a collection of wholesale-only products - no mixing in other products from other parts of your store!
- Open Locksmith (available in your store's Apps list), and search for that collection to create a lock. This lock will cover all of the products in that collection.
- On the next screen, use the "Keys" section to create a key that permits access for your wholesale customers. (Our best recommendation: use the key "Permit if the customer is tagged with..." - check out the guide on approving customers for more details.)
You may want to consider also adding a lock to your retail products, so that wholesale customers don't get confused after they sign in. We'll use a new lock with the opposite condition, to make sure that the customer can only view your retail products if they're not approved.
To add a corresponding lock to your retail products, following these steps:
- Create a collection that covers all of your non-wholesale products. (If you have all of your wholesale products tagged "wholesale", this is as easy as setting up your collection to automatically include everything not tagged "wholesale".)
- Open Locksmith (available in your store's Apps list), and search for that new collection to create a lock.
- On the next screen, use the "Keys" section to create a key that permits access unless the customer is a wholesaler. (If you're using customer tags, use the "Permit if the customer is not tagged with…" key. Otherwise, click the "if" to change it to an "unless", and set up the key however you wish.)
That's it! Your wholesalers will now be prevented from seeing retail products once they're logged in. (Note: this trick doesn't prevent the wholesaler from arriving at your shop as a guest, adding retail products to the cart, then logging in to their wholesale account!)
Pointing your wholesale customers to your wholesale collection
Now that you have a wholesale collection set up, you will want give your wholesale customers a way to find their content. You can do this by adding a "Wholesale" link to your navigation menu. This link will be visible to everyone, but once it's clicked, Locksmith will ask for login credentials, something like the following:
Note: Locksmith will automatically use the login template and style from your theme. The message is easily customizable, as you can see in the guide here.
Option 2 - Using variant tiers
To create price tiers using product variants, you'll need to create an "Audience" option on each of your products that you want to add tiers to:
Note: You can use whatever Option or value names you prefer! Just make sure that you use consistent naming on each of your products. This will make creating the locks easier. If you have a large number of products, I recommending using the export/import CSV method, more information here.
Next, open up the Locksmith app and create a variant lock:
Create a key. If you are using customer tags to grant access, that will look like this:
Additionally, create a corresponding lock for the retail variant. You should end up with two locks:
Managing inventory across multiple price tiers is a very common concern.
Separate inventory for each tier
Some merchants love the ability to set inventory separately for wholesale and retail customers. If that is you, then you're already good to go, no matter which option you have chosen, since each product and variant has separate inventory.
Same inventory across tiers
If you have more retail purchases than wholesale, one option is to let Shopify track the retail products, and manually update your retail inventory when you receive a wholesale order.
If you absolutely need sync inventory across your products or variants, you'll need to get another app involved. Namely, the Mechanic app! This app is made by the same folks here at Locksmith. It offers several automation "tasks" for syncing inventory levels:
Hiding wholesale product prices
If you prefer to leave your wholesale offerings open to the public, but want to hide the prices, this is also possible. Create and lock the wholesale collection, but this time, enable manual locking to hide the prices. Then, work with a developer (or contact us!) to get your theme set up for manual locking - check out the guide on hiding prices for more details.