Assigning a price list to customers

The assignment of price lists to customers occurs at the Enterprise level, where the customer data resides.

Customers are of the following types:

  • Business customers (B2B)
  • Consumer customers (B2C) or registered users
  • Anonymous users

You can assign a price list to all the registered users of an Enterprise, anonymous users, and all B2B customers.

You can also assign a price list to a specific business customer (B2B) and share the price list with that customer’s child customers. If you do not assign a price list to a specific customer, the price list is assigned to all the customers.

You can have a hierarchy of customers, where each customer in the hierarchy shares its price lists with its child customers. When you enable the Use The Price List Assigned To The Closest Customer In The Hierarchy rule, the following behavior occurs:
  • If a price list is assigned directly to a customer, that price list is used.
  • If a price list is not assigned directly to a customer, the price list assigned to the parent customer is used.
  • If a price list is not assigned to that parent customer, the price list of the next customer higher in the hierarchy is used.