How to Create Price Lists

By default, Upmind uses a single price list that sets basic pricing for all products and services. You can override this by creating separate price lists for more flexibility.

Example: If the default price is $80/month, you can charge one customer $60 and another $85, making price customisation easy in Upmind.

The multiple price lists feature enhances product management by letting you:

• Create custom price lists for specific clients, such as:
  • Offering discounts to wholesale customers.
  • Loyalty pricing.
  • Legacy rates for existing clients.
• You can enable or disable products per client. A product is only orderable if it has a price in that client’s list, though most products already have default prices.

Create a price list

1. Log in to Upmind.
2. Go to Settings > Price Lists under Products and promotions.

3. Click Add Price List.

4. Name the price list and click Add.

A blank price list will be created for configuration.

Set product prices in a price list

1. Log in to the Upmind dashboard.
2. Access it from the dashboard by clicking on Store Catalogue.

3. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

4. Choose a product to modify.

5. Open the Product billing panel.
6. Select the desired price list from the dropdown.
7. Add or edit prices per currency.

7. Click Save.

Assign a price list to a client

1. Go to Clients in the main dashboard.

2. Select a client.
3. Click the Settings tab.
4. Choose the desired price list from the Price List dropdown under Billing.
5. Save the client profile.

Price changes apply to future purchases for the client and do not affect existing subscriptions.

Use price lists to show or hide products

When creating a new price list, you can choose whether to inherit prices from another list:

• Inherit prices enabled: Products not added to this list will still use their default (or inherited) prices.
• Inherit prices disabled: Only products explicitly added to this price list will be visible to clients.

To hide a product from a client’s catalogue:

1. Open the product in Products & Services.
2. Select the relevant price list.
3. Clear the price and check Omit product.
4. Save your changes.

5. Assign the updated price list to the client (or client group). Clients will then only see the products that are enabled and priced in their assigned list.

Client view

Clients shopping in the store will only see products that are both priced and enabled in their price list.