Create an Agent Price List

To give an agent its own rates, create an Agent Price List in Settings › Catalog & Pricing › Price Lists › Agent Price List, add the agreed prices and publish it. Then open the agent in Settings › Sales Channels › B2B agents and pick the list in Agent Price list. Every order created under that agent then uses those rates.

What is an Agent Price List?

An Agent Price List is a list of your services and/or products with the rates you have agreed on with a specific agent. Once you link a price list to an agent, every order created under them will automatically use those rates. This saves your team from having to look up or manually enter prices each time.

Create a new Agent Price List

To open the agent price lists:

1. Click Settings (the gear icon at the top right).
2. In the Catalog & Pricing section, click Price Lists.
3. Click the Agent Price List tab.

To create a new agent price list, click the Add Price List button. The New Price List window opens for you to set up your list.

Here is how to set up the fields in the window:

• Price list name: Enter a name that helps you identify this price list (e.g., "Standard Agent Price List").
• Market: The country the prices are for. If you only trade in one country, leave it as it is.
• Enable version control?: Choose whether price list updates apply only to new orders, or to all orders. Agent rates are usually agreed privately, so many businesses pick No, price list updates apply to all orders.
• Are prices Tax-Inclusive?: Choose whether your prices already include tax: No tax included, or the tax your prices include, such as GST (Goods and Services Tax), SST (Sales and Service Tax) or VAT (Value-Added Tax).
• Price list content: To save time, select an existing list to copy its items. Leave this empty to build a brand-new price list from scratch.

Select Your Setup Path

Path A: Building a New Price List from Scratch

Ideal for setting up a completely new pricing structure.

1. Fill in the window: In the New Price List window, fill in the Price list name field and give it a meaningful name (e.g., "Standard Agent Price List"). Leave Price list content empty.

2. Create price list: Click the Create price list button. This will open up the editor where you are able to add your service items/products.

3. Select Item Type: In the editor, click the dropdown button to choose your item. You can select a new service item, new retail product, or an existing product.

4. Configure Item Details: Click on your preferred option. If you select a new service item or product, a pop-up form will appear for you to configure the details of your new product. For this example, we will add a new item.

Here is how to fill in the fields for your new item:

• Name: Enter the service item name.
• Unit label: Select the appropriate unit from the dropdown (e.g., pcs, pair, set, etc.).
• Fulfillment: Select one-time or recurring based on your specific use case.
• Image: You are able to upload an image of the product for easier identification.
• Variants: Use this to add a variant of your service item. For example, a "Dress" item might have different types such as long or evening.

Once you have finished entering the details, click the Add button on the bottom right of the form to add your service item. It should now appear as a new item in your price list.

Path B: Creating a New List by Duplicating

The fastest way to create a new list when rates are similar to an existing one.

1. Fill in the window: Similar to Path A, give your new list a unique Price list name.

2. Select Content to Copy: In the Price list content field, select the existing price list you wish to copy.

Quick Adjustments: Once you click the Create price list button, the editor opens with all items and rates pre-filled. Simply tweak the specific rates that differ for this new list to match with your agent rates.

Publishing Your Agent Price List

Once you have finished adding items and adjusting rates in the editor, your price list is still saved as a Draft. To make these rates available for use in orders, you must publish the list.

First, click on the Preview button. This allows you to review the list and ensure all product or service items appear exactly as intended.

When you are satisfied with how the new agent price list looks, click on the Publish button.

A small pop-up form will appear. Select which Business Unit(s) you would like this agent price list to be published at. This ensures the pricing is applied to that specific business unit.

Once selected, click the Publish button again to confirm the publication.

Your price list is now active and ready to be linked to your agents.

Assigning Price Lists to Agents

Linking a price list to an agent ensures that whenever an order is created for them, the system automatically pulls the correct negotiated rates.

1. Click Settings, then B2B agents in the Sales Channels section.
2. In the Agents list, click the agent you want to apply the new agent price list to. You can also click the ••• at the end of its row and select Edit.
3. Scroll down the agent's page until you find the Agent Sales Order Settings section. In the Agent Price list field, click the dropdown box and select your newly created agent price list.
4. Click the Save button at the bottom right of the section to apply the change. You'll see "Sales order settings updated".