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Introduction

A price set is the combination of prices and ordering rules that govern the checkout process at the time a customer places an order. Your website comes equipped with a default price set, contingent upon which base account you chose as you first established the preferences of your account.

 

Because of the many components involved in setting up price sets, it is important that you carefully read this step. It will introduce you to a few price set components and familiarize you with the concept of ordering rules. Once you understand how ordering rules work, you should be able to use them in a variety of ways.

When a customer first browses through your website, he or she will see all of your products listed in the pricing you specified within your website’s default price set. If the customer orders products at those prices, the checkout process will be governed by the ordering rules established in the selected price set.

The remainder of this step will discuss the basic principles behind setting up a price set and its associated ordering rules.
Activity 1: Setting up your Price Set Currency

 
To alter the prestocked price set, or after adding a new price set, you need to set up some of the preliminary details, including the price set's name, a summary, the currency used in the price set, the preferred weight unit, the manner in which costs are to be calculated, and group restrictions.
1. Select the Products menu.
2. Click the Price Sets submenu in the right-hand navigation (see below).
3. Double-click a price set row (e.g. US, Wholesale, etc.), or click the row and then click the Edit button.
4. Select the Edit submenu in the right-hand navigation (see below).
5. Enter a name for the price set (i.e. US Dollars, Australian Dollars, Wholesale, etc.) in the Price Set field. The name is displayed for your customers to help them identify the currency or type of pricing used in the price set.
6. In the Summary field you may type a brief description of the price set to be displayed to customers attempting to change price sets. The summary will help customers as they decide in which price set to make their purchases (This applies only if you create multiple price sets).
7. From the Currency pull-down menu, select the currency in which all products on your site will be listed for the price set you are editing.
8. From the Weight pull-down menu, select the unit of weight measurement to be used in the price set you are editing. You can choose from Grams, Kilograms, Ounces, or Pounds. The unit you select will be the unit in which products are displayed and the unit by which shipping costs are calculated. Remember to make sure each of your products has a weight listed for the unit you specify—-especially if you calculate shipping costs by weight. If you are offering products in a certain currency, you will most likely need to select the weight unit used most commonly by the country the currency originates from. To illustrate, if you offer products in the Euros and US dollars, then you would set up two price sets. The Euros price set would most likely use kilograms or grams as the weight unit, and the US Dollars price set would most likely use pounds or ounces.
9. From the Costs pull-down menu, select the method by which the final price of a customer's order will be calculated and displayed at the time of checkout. Your options are Calculate, No Calculation, and Approximate Calculation.
Calculate Calculate is the best option if you have established a credit card processor that processes transactions (including customer credit card payments) at the point of sale.
No Calculation No Calculation displays no additional charges other than the list price of the product.
Approximate Calculation Approximate Calculation displays an estimated price to customers (including taxes and additional charges) according to the ordering rules that apply.
 
The last two options are only plausible for merchants who determine a final price and then process transactions after an order has been made. If you use one of the first two options, you should inform your customers that the price they are shown at checkout is not necessarily the price they will be charged.
Groups are only shown if editing a price set other than the default price set. If you check a Group box, the price set becomes password protected and exclusive to registered members of the specified group(s). If you do not check a box next to a group name, the price set will remain available to all website visitors. To use this feature, you must have one or more groups created in the Groups submenu of the Customers menu.
Activity 2: Shipping Destinations

 
Shipping and billing destinations allow you to create specific ordering rules contingent upon where an order is shipped or billed. As you create ordering rules, you may find it necessary to add the destination before you can create the particular conditions of the ordering rule. For your convenience, all states and provinces are grouped together in destination sets so you may add many destinations at one time. However, you can still add and remove individual and unique destinations.
1. Select the Products menu.
2. Click the Price Sets submenu in the right-hand navigation.
3. Double-click a price set row (e.g. US, Wholesale, etc.), or click the row and then click the Edit submenu.
4. Click the Destinations submenu in the right-hand navigation (see below).



5. There are two ways in which you can add your shipping destinations:

You can select a destination set, which lists all of the countries or states within a specified region. To add shipping destinations in sets, go to the Destination Sets pull-down menu, select the set you wish to add, and then click the Add button.
You can add destinations manually by entering the name of a country or state. To add a specific country without adding an entire destination set (or to add a country not included in a destination set), go to the Destinations Sets pull-down menu and select (Custom). Then go to the Country field and type the name of the country; then go to the State field and type the name of the state or province (if applicable). Finally, click the Add button.
The destinations that you add will appear within the Destinations box at the top of the page.
6. If you are willing to ship to destinations you have not specified, check the Allow Others box. If you check the box, an editable field will appear on your order form in which customers may type in a destination.
7. To set a default destination for a state, province, or country, select that state, province, or country from the destinations list and then click the Set Default button. The default destination populates the appropriate field as customers fill out the order form, yet the customer still has the discretion to select a different destination.
Activity 3: Shipping Methods

 
Shipping methods are the ways in which you are willing to ship a product to your customers. Most likely you will offer several shipping methods; for instance, you may offer an inexpensive ground-shipping method along with pricier options, such as overnight and two-day shipping. You might also ship through a variety of shipping services, such as USPS, UPS, Canada Post, DHL, FedEx, etc.
If you plan on integrating real-time shipping rates and methods, you may wish to add the shipper to your account before you add Shipping methods—It may save time as you execute steps 5-7. To add a shipper, go to the Shippers submenu of the Products menu.
1. Select the Products menu.
2. Click the Price Sets submenu in the right-hand navigation.
3. Double-click on an existing price set row, or click (highlight) the row and click the Edit button.
4. Click the Shipping Methods submenu in the right-hand navigation (see below).



5. From the Pull-down menu, select the desired option and then click the Add button.
6. You will then be required to enter additional information about the specific Shipping Method, including:
 
Name/Method The text entered within the Name or Method field is displayed to customers as they select a shipping method to employ.
Comment This information is displayed on the order form and helps customers select a shipping method to employ.
Shipper Select a shipping method within the this pull-down menu. If you want to use a shipping method that is not included within the Shipper pull-down menu, select (none) and then describe the method within the Comment field. Only Shippers added in the Shippers submenu of the Products menu will be displayed in the pull-down menu.
7. Click the Done button after adding all of the necessary information for this specific shipping method.
8. Repeat the steps until you have added all of the shipping methods for this price set.
 
To set the default shipping method, select an option within the Default Shipping Method pull-down menu. This will be the method already selected as customers fill out the form. They can however, select an alternative shipper provided to them.
Activity 4: Payment Methods

 
You need to add and edit payment methods if you want to allow your customers to be able to make purchases from your storefront. This help file provides the instructions on how to add or edit a payment method that you will accept as customers shop on your site.
You may wish to add Processors to your site before you add Payment methods—It may save time as you execute steps 5-7. To add a Processor, go to the Processors submenu of the Products menu.
1. Select the Products menu.
2. Click the Price Sets submenu in the right-hand navigation.
3. Double-click on an existing price set row, or click (highlight) the row and click the Edit button.
4. Click the Payment Methods submenu in the right-hand navigation (see below).
5. From the Pull-down menu, select the desired option and then click the Add button.
6. You will then be required to enter additional information about the specific Payment Method, including:
 
Name The text entered within the Name field is displayed to customers as they select a payment method to employ.
Comment This information is displayed on the order form to help customers select a payment method to employ.
Processor Select a processor method within this pull-down menu. Only processors added in the Processors submenu of the Products menu will be displayed in the pull-down menu.
7. Click the Done button after adding all of the necessary information for this specific payment method.
8. Repeat the steps until you have added all of the payment methods for this price set.
 
To set the default payment method, select an option within the Default Payment Method pull-down menu. This will be the method already selected as customers fill out the form. They can however, select an alternative Payment method provided to them.

Calculating Shipping, Handling, and Taxes

The Ordering Rules submenu is where you will create all of the rules. The rules are conditions and calculations that may apply to orders placed within a selected price set. Step 8’s instruction will provide step-by-step instructions on how to set up a certain type of ordering rule which will incorporate your chosen shipping destinations and other price set components presented in this step.
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Intro  ·  Step 1  ·  Step 2  ·  Step 3  ·  Step 4  ·  Step 5  ·  Step 6  ·  Step 7  ·  Step 8  ·  Step 9  ·  Step 10
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