Step-by-step walkthrough
Standing up Customer-Specific Pricing for a B2B catalog
Seven steps from choosing the pricing provider to validating the buyer experience against a live contracted account.
Choose the pricing provider
Select one of the three out-of-the-box pricing providers: Flat (Costco model), Pricing Rules (B2C promotions), or Multi-Tiered / Price Points (B2B contracts). Only one provider is active at a time. The providers are mutually exclusive.
Define your price tiers
In the Price Points engine, create the tiers you need: partner types like Reseller, Distributor, VIP, and customer-specific tiers for contracted accounts. There is no hard limit on how many price points you create.
Set quantity-break ranges
For each tier, configure Min / Max quantity ranges so prices step at volume. For example: $10 for 1–10 units, $9 for 11–100, and $8 for 101+. Min / Max ranges must not overlap within a single price point.
Choose override price or calculated uplift / discount
Each Price Tier supports either an override price or a calculated uplift / discount (added to cost or deducted from list price) that the Partner or Customer receives when purchasing specific quantities.
Assign price tiers to accounts
Tag each Account, partner type, or contracted customer with the appropriate price point. When any User on that Account logs in, the storefront applies the right tier automatically across catalog, search, and cart.
Sync contracted prices from your ERP
Use Clarity Connect to bi-directionally sync contracted prices from your ERP customer master (SAP, Oracle NetSuite, Microsoft Dynamics, Sage, Acumatica, Epicor, Infor, SYSPRO) so the storefront mirrors the contract terms in your back office.
Validate against a test customer login
Log in as a User on a contracted Account and confirm the displayed price matches the contracted rate, quantity-break tiers step correctly, and cart totals reflect the right uplift or discount before going live.
Benefits & business impact: what login-aware B2B pricing delivers.
Getting Customer-Specific Pricing right does more than reduce manual pricing work. It changes how your B2B customers experience your storefront, how your sales reps spend their time, and how predictable your gross margins are quarter over quarter.
Self-service B2B buying
Buyers see contracted prices the moment they log in. No “please send me a quote” emails, no waiting for a rep to update a spreadsheet, no friction between the catalog they browse and the price they pay.
Volume that earns its break
Quantity-break tiers visible on the product page nudge buyers to the next break naturally. Average order quantity rises, freight per unit drops, and the customer rewards themselves for ordering at a tier that's good for both of you.
Contract-rate accuracy
Because contracted prices sync bi-directionally from the ERP, the storefront, the order acknowledgement, and the invoice all show the same number. AR disputes collapse, dispute-resolution hours drop, and the 3–8% revenue leak from after-the-fact pricing corrections largely closes.
Sales reps on better work
Sales reps stop quoting routine repeat orders and stop emailing pricing PDFs. Their time shifts to where it actually matters: new accounts, contract renewals, and high-value strategic deals where their expertise compounds rather than gets consumed by clerical work.
Margin protection at scale
When pricing is automated, every order goes out at exactly the contracted tier. No missed uplifts, no rogue discounts, no “I'll do this one as a favor” one-offs that erode pricing discipline. Margin per order becomes predictable across the whole B2B book.
Clean handoff to ERP
Because the storefront, the cart, and the order all use the same pricing logic the ERP holds, orders drop into the back office cleanly. No manual repricing, no AR rework, no “the cart said one thing and the invoice says another” calls.
The people who benefit span every B2B persona: buyers see the prices they negotiated without lifting a finger, procurement managers trust the storefront enough to let their team self-serve, sales reps reclaim time from clerical pricing work and shift to strategic accounts, finance and AR teams stop reconciling invoice-vs-cart pricing disputes, controllers and CFOs see margin per order stabilize as manual one-offs disappear, and your operations team stops fielding the wrong-price calls that used to flood in every Monday morning.