Every customer in WizCommerce must be assigned to a price list. Without an assignment, the customer won't see any products or pricing, either in the Sales Rep App (WizOrder) or on the Online Storefront (WizShop). This section covers how to assign a price list to an individual customer, update an existing assignment, bulk assign price lists across many customers, and set a default tier for new customers.
Note: Only admins can assign and manage price list assignments in WizCommerce.
A. Change Price List for an Individual Customer
Use this when onboarding a new customer or when a customer needs to be moved to a different pricing tier.
- Go to the Customer tab and open the customer profile.
- Locate the Edit profile field in the customer details page.
- Select the appropriate tier from the dropdown (for example, "Wholesale", "Preferred", or "VIP").
- Click Save.
The assignment takes effect immediately, the customer sees their new pricing and product catalog on their next browse or order.
Note: Changing a customer's price list does not affect any existing orders or quotes. Those retain the price at the time they were created. If the change is significant, communicate it to the customer directly; WizCommerce does not send an automatic notification.
B. Bulk Assign Price Lists to Multiple Customers
Use this during initial setup or when restructuring your pricing tiers across many customer accounts at once.
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Go to Manage in the left navigation and click Import/Export. Select the Customers tab and click Export to download your current customer list.
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Open the exported file in Excel or Google Sheets. You will find three tabs: Instructions, Sample, and the following column.
The exported customer file contains the following sheets, each covering a different aspect of your customer data:
- Customers: The main data sheet for creating or updating company accounts. Contains core business information such as company name, price list assignment, and account details
- Addresses: Add or update multiple shipping and billing addresses for each customer account
- Contacts: Add or update points of contact (POCs) for each customer account, the people your reps deal with directly
- Website Users: Manage which contacts have access to your WizShop storefront and their login details
- Customer Master Sheet: A combined view of all customer data across accounts
- If this is your first time, read the Instructions tab before making any changes. Navigate to the Customer Sheet to make your updates.
- Once your updates are complete, save the file and go back to Import/Export. Select the Customers tab, click Import, and upload the updated file.
Note: The same import and export flow works for all of these sheets, not just price list assignments. If you need to bulk update customer addresses, add new contacts, or manage WizShop access for multiple accounts at once, follow the same steps: export the file, make your changes in the relevant sheet, and re-import.
Once imported, the system updates the price list assignment for all matching customers:
- Matched customers: Price list assignment is updated immediately
- Unmatched customers: Skipped with a warning. Review and correct before re-importing
- Customers not in the file are left unchanged. The import only updates what is included
Tip: Always export the current customer list before making changes. This gives you a clean, correctly formatted template to work from and reduces the risk of import errors. If your WizCommerce account is connected to an ERP, customer-to-price-list assignments can also sync automatically from there.
C. Set a Default Price List for New Customers
The default price list is automatically assigned to any new customer who registers on WizShop, or to guest customers in WizOrder before they are formally added to the system.
- Go to Settings, open Organizational Settings, click General, and open Pricelist
- Locate the pricelist you want to set as the default, and click the edit icon.
- Select the tier you want to use as the default (for example, "Wholesale").
- Click Set to default and then Save.
Note: New customers registered on WizShop are assigned this default tier until an admin manually changes it. In WizOrder, guest mode uses the default pricelist when a rep creates an order for a customer not yet in the system.