Comprehensive Guide to Advanced B2B Functionalities in Jumpseller

Advanced B2B functionalities can transform your online store into a robust platform tailored for business clients. These tools allow you to provide customized solutions, improve operational efficiency, and strengthen customer relationships.

With Jumpseller’s advanced B2B features, you can streamline your processes and cater to specific business needs, whether you’re a wholesaler, manufacturer, or service provider. This comprehensive toolkit is designed to help you succeed in a competitive B2B environment.

Using these features, you can:

• Customize pricing to offer tailored quotes and discounts for different customer segments.
• Expand sales channels to manage and sync orders across multiple platforms effortlessly.
• Segment customers to create unique experiences based on their preferences and business needs.

Discover how Jumpseller can empower your business to scale operations while delivering exceptional value to your customers.

Price Lists and Customer Categories

Note: This feature is only available for stores on the Advanced plan and above.

Create distinct price lists for different customer categories based on purchase behavior or membership status, enabling personalized pricing strategies.

If your store has a low amount of products and customers, you can use promotions applied to specific customer categories.

How to create and manage price lists

1. Navigate to the ‘Customers’ section in your Jumpseller admin panel.

   

2. Select a customer and go into their profile to create a new category.

   

3. Name the category appropriately based on the criteria you choose (e.g., volume, industry, loyalty).

   

4. Add the customer to the category. Once the category is created, it becomes available for further actions.

5. Go back to the Customers list, use filters to select multiple customers, and add them to the category.

   

6. Access ‘Products’ > ‘Pricing’ > ‘Price Lists’. Here you can can view all created price lists. They can easily be disabled or deleted. Click on ‘Create List’ to add a new one.

   

7. When creating a new list, you can decide whether to have it be applied on:

   • Everyone: Activating this price list will apply its pricing to all customers as long as the switch for this list is active.
   • Customer From Selected Categories: Apply this price list only to customers who belong to selected categories. If a customer is part of multiple categories, the lowest price available across these categories will apply.
   

8. Go back to the pricing page, select the price list you’ve just created and adjust prices for individual products, each category, or all of them at the same time, as needed and click “Save”.

   

Customers perspective

When visitors arrive to your store or product page, they will see the normal price you’ve defined for each product.

However, once the visitor logs in to their account, they will be able to see the special pricing you’ve defined, if they are included in one of the price lists created.

Important Notes on Price Lists and Promotions

• When a customer, assigned to a selected category, logs into the store, the prices will change accordingly, and promotions will not apply to these price list prices.

• Promotions are by default only available for base prices and not for prices from price lists. To enable promotions to apply to price lists, please contact support for further assistance.

Use Case - Pricing adjustments for clients in specific industries or with loyalty status.

1. Create a customer category by going to one of the customers profiles.
2. Filter customers by their orders volume and date of account creation, and add them to the new category.
3. Create a price list and assign it to the newly created category.

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FAQ

How do I update an existing price list?

Update prices directly within the product entries in the ‘Price Lists’ section.

What happens if a customer belongs to multiple categories with different price lists?

The system will automatically apply the lowest price available from the categories they belong to.

Is there a limit on the number of price lists that I can have simultaniously?

Yes, currently the maximum is 5 price lists per store. However, you can contact us to ask for an increase for your store.