A Complete Guide to WooCommerce Role Based Pricing

A Complete Guide to WooCommerce Role Based Pricing

WooCommerce Role Based Pricing Plugin is a must-have for eCommerce store owners aiming to customize their pricing strategies for various customer segments. 

By default, WooCommerce does not have any built-in role based pricing option. Fortunately, there are numerous plugins that can add dynamic pricing capabilities to your WooCommerce store. 

These plugins enable you to customize pricing based on various factors such as customer roles, purchase quantity, and more, providing a more tailored shopping experience for your customers.

Why Do You Need WooCommerce Role Based Pricing?

If you sell products to different groups of customers—such as retail, wholesale customers, and VIP Customers —you’ll likely benefit from WooCommerce role based pricing. This feature allows you to easily set customer-specific prices based on a user’s role when they are logged in.

Here are some scenarios where WooCommerce Role Based Pricing can streamline your store management and improve efficiency:

Retail and Wholesale Customers

For stores catering to both retail and wholesale buyers, role-based pricing enables you to offer different prices for the same product to different user roles

For instance, consider a T-shirt: you want to set the price at $50 for wholesale buyers, $40 for VIP customers, $60 for non-logged-in users, and $35 for specific registered customers. 

Promotional Flexibility

Role Based Pricing for WooCommerce allows for targeted promotions and special offers to specific customer groups without affecting the entire customer base. This flexibility can enhance customer satisfaction and loyalty by providing personalized deals and discounts

Hiding Prices and Add-to-cart Buttons for Specific User Roles

Role Based Pricing in WooCommerce also allows you to hide prices and add-to-cart buttons for specific user roles. 

This can be particularly useful if you want to encourage visitors to create an account before making a purchase. 

For example, you might hide prices and add-to-cart options from non-logged-in users, displaying these only after they log in or register.

These are just a few examples, depending on your business model, implementing role-based pricing can lead to increased conversions and sales.

This guide provides a step-by-step walkthrough to help you install, configure, and utilize WooCommerce Role Based Pricing plugin to enhance your WooCommerce store’s pricing strategy.

Step 1: Download and Install Role Based Pricing for WooCommerce

Download & Install Plugin

  1. Download WooCommerce Roles Based Pricing from Extify Plugins
  2. Go to your WordPress Admin dashboard.
  3. Navigate to Plugins > Add New.
  4. Click the Upload Plugin button.
  5. Choose the .zip file you downloaded and click Install Now.
  6. Once the installation is complete, click Activate Plugin.

Step 2: Create New Price Rules

Access Role Based Pricing for WooCommerce

To set role based pricing, navigate to your WordPress Admin dashboard, click on Role Based Pricing. These settings will allow you to configure these options

Add a New Price Set

  • Click Add Price Set.
  • Enter a title for the price rule.
  • In the Customer field, select specific customers to apply the rule to.
  • In the Customer Role field, select the Customer Group (e.g., registered, not logged in, wholesalers).
  • In the Select Product field, choose the products to apply the price rule to.
  • Select a Category if you want to apply the rule to an entire category.
  • Apply the price rule to Specific Tags if needed.

Step 3: Configure Price

Add Pricing Details

Here, you can select the specific pricing types you wish to apply to this rule, allowing for greater customization and flexibility in your pricing strategy

  1. Click on Add Pricing.
  2. Select the Pricing Type (Select Percentage Increase, Fixed Increase, Percentage Decrease, Fixed Decrease).
  3. In the Amount field, enter the desired amount (e.g., 5 for 5% or $5).
    • Note: For percentage, the amount is considered as a percentage. For fixed price, the amount is considered as a currency value.
  4. Set the Min Quantity to order.
  5. Set the Max Quantity to order.

Publish Price Rules

  • After creating the price sets, click the Publish button to save the price rules.

Step 4: Manage All Prices

View and Edit Pricing Sets

  • In the All Prices section, you can view all the pricing sets you have created.
  • Edit or delete any pricing rules as needed.

Step 5: Calculate Pricing Criteria

Set Pricing Calculation

Choose from the options below to determine how the price will be calculated:

  • Regular Price: Price rule applies to the product’s regular price.
  • Sale Price: Price rule applies to the product’s sale price.
  • Default Price: Price rule applies to the default price.

Step 6: Display Discount Table

Configure Discount Table

This option allows you to display a discount table on the product page, featuring:

  • Product Price
  • Discount Amount (fixed or percentage)
  • Min & Max Quantity

Import CSV Prices

Import Pricing Sets via CSV

In the Settings section of Role Based Pricing, go to the Import CSV Prices section. Here, you will find options that will allow you to import pricing sets via CSV files.

Prepare a CSV file with the following fields:

  • Price Set Title
  • Product & Category ID
  • Tag ID
  • Customer Role
  • Customer Email
  • Discount Type
  • Discount Amount
  • Minimum Quantity
  • Maximum Quantity

Import the CSV file to quickly apply all your pricing rules.

Hide Price and Add to Cart Button 

General Settings

From the admin menu, navigate to Role-Based Pricing and select the “Setting” option. From here, you can configure the following functions:

  • Enable/Disable the Hide Price option.
  • Enable/Disable the Add to Cart Button.

Visibility Settings for Hide Price & Add to Cart button

  1. Select products to enable/disable the Price & Add to Cart button.
  2. Choose categories to enable/disable the Price & Add to Cart button.
  3. Apply the Enable/Disable Price & Add to Cart button to specific tags.
  4. Hide Add to Cart for Selected Customer Roles (e.g., registered, not logged in, wholesalers)
  5. In the Registered Customer field, select Specific Customers to hide the Add to Cart and Price.

Closing Remarks

With WooCommerce Role Based Pricing Plugin, you can effectively manage dynamic pricing strategies tailored to your specific customer groups. 

By following this guide, you’ll learn how to install, configure, and optimize your pricing rules, boosting your WooCommerce store’s performance and customer satisfaction. Unlock the potential of dynamic pricing and take your eCommerce business to new heights.

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