The following article details how to create a user in the Commerce Platform. You must be assigned Reseller Administrator permissions in order to follow the steps in this article.

  1. In the left-hand navigation pane, click on Price Schedules.
  2. The Price Schedules page will display the current Price Schedule that have been created in the account. The "Default" schedule will be marked and will automatically apply to all newly created accounts if another schedule is not selected.


Creating a New Price Schedule

  1. On the Price Schedules page menu, click the Create New Schedule button.
  2. A summary of the available fields is below.
    • Schedule Name: The name that will appear in the Price schedules page and when selecting a schedule from any Account Details page.
    • Use Prices From: Specify a price schedule to inherit initial pricing from. This will take effect only at the time the schedule is created, and any future changes will need to be made individually.
    • Send my resellers a “price change” alert: If selected, the system will send an automatic price change alert to your affected resellers selected via the “Applicable To” field. Direct customers will not be notified of the price change. Price Schedule changes are sent as a .csv file to the Company Email specified in a reseller's Account page.
    • Applicable To: Specify direct customers and child resellers that will use pricing from this Price Schedule.
    • Description: An optional description for your reference.
  3. When you are ready, select Save.

Editing an Existing Price Schedule

In the Price Schedules list, select the gear icon next to a Price Schedule you wish to edit and select Edit Price Schedule.




Price Schedule Columns

The Price Schedule is broken down into the following columns for each vendor and product:
  • Product Name: The product class icon (if applicable) and name of the Product.
  • Cost: The cost of the product, as set by the parent distributor
  • Pricing Rules (reseller): The source of the markup rule applied to the product (Vendor-level or Product-level)
  • Markup Type (reseller): The method for calculating the markup to child reseller accounts.
  • Amount (reseller): The amount of markup (in percentage or currency, depending on the Markup From setting).
  • Reseller Price: The price that will be shown to child reseller accounts in their Price Schedule, Product Catalog, and individual Services pages.
  • Pricing Rules (customer): The source of the markup rule applied to the product (Vendor-level or Product-level)
  • Markup Type (customer): The method for calculating the markup to child customer accounts.
  • Amount (customer): The amount of markup (in percentage or currency, depending on the Markup From setting).
  • Customer Price: The price that will be shown to child customer accounts in their Product Catalog and individual Services pages.
  • MSRP: The suggested retail price as provided by the vendor.
  • Availability: Toggle that determines if the product will be available to child accounts.


Markup Options


The following Markup Options are available for each vendor and product:

  • Default: The default markup (percentage)
  • Margin Percent: Sets a percentage based markup
  • Fixed: Sets a fixed currency (e.g. dollar) markup amount
  • Absolute: Sets an absolute end price
  • MSRP: Only available for the customer Margin column. This sets the Customer Price to match MSRP for the specified product.


Options for changing prices


To edit the Default price, navigate to Price Schedule Default Rules. The Default Rules will be applied when "Default" is selected for any vendor-level or product-level markup type.

To edit the markup for an entire vendor, click on the specific vendor band to expand it and enable the markup field. Note that changes made to the vendor-specific band will NOT overwrite any markup rules set per individual product under that vendor.


To edit the markup for individual products, click on the specific vendor band to expand it, and any sub-vendor categories if applicable. Navigate to the specific product and edit the markup as needed.




Assigning Price Schedules to Customers and Resellers


  1. In the Price Schedules page, select the gear icon next to a Price Schedule you wish to edit, and select Edit Price Schedule.


  2. Navigate to the General Settings tab.
  3. In the Applicable To field, search for the customer or reseller you wish to assign this Price Schedule to. Note that both the reseller and customer account pictured below are currently assigned to the Default Price Schedule.


  4. Check the boxes next to the desired account(s). You will see your selections appear in the Applicable To field


  5. Select Save Changes.

Reset Pricing for a Price Schedule


It may be desirable to reset a price schedule to Default. This process will clear all custom markup amounts and set all vendors and individual products back to the "Default" markup method.


  1. In the Price Schedules page, select the gear icon next to a Price Schedule you wish to edit, and select Edit Price Schedule.


  2. Select Reset Pricing for All Services.


  3. You may optionally send your resellers a “price change” alert.

  4. When you are ready, select Reset ALL Pricing. This action is irreversible and your current pricing for all vendor bands will be reset.