Creating your first pricing catalog

Learn how to set up custom pricing catalogs with global discounts, per-product pricing, quantity rules, volume tiers, and CSV imports.

In this article

1. Navigate to Price Lists > Catalogs
2. Name Your Catalog
3. Configure Pricing Settings
4. Add Products
5. Configure Per-Product Pricing
6. Set Up MSRP
7. Add Quantity Rules & Volume Pricing
8. Save Your Catalog
9. Publish Your Catalog
10. Export Catalog
11. Understanding the Price Hierarchy
12. Catalog Status States

Before you begin

Make sure you have admin access to the NetWise B2B app and that your Shopify store products are synced. Catalogs allow you to create custom pricing structures for different customer groups such as wholesalers, VIPs, or retailers.

1 Navigate to Price Lists > Catalogs

1. From the NetWise dashboard, click "Price List" in the left-side navigation menu.
2. Make sure you are on the "Catalog" tab at the top of the page.
3. Click the "Create Catalog" button in the top-right corner.

2 Name Your Catalog

Enter a clear, descriptive name for your catalog. This name will help you identify the catalog later, so choose something meaningful.

TIP: Naming conventions

Use names that describe the audience and discount, for example: "Wholesale 50% Off", "VIP Pricing", or "Retailer Catalog Q2".

Click "Continue" to create the catalog and proceed to the detail page.

3 Configure Pricing Settings

Once the catalog is created, you'll land on the catalog detail page. Here you can configure the global pricing behavior.

A. Price Adjustment (Global Discount)

Set a blanket percentage discount that applies to all products in the catalog.

• Type: Select "Decrease" for a percentage discount off the base price.
• Value: Enter a value between 0 and 100%. For example, entering 30  gives all products a 30% discount.

TIP

The global discount can be overridden at the product or variant level. Use it as a baseline, then fine-tune individual items in Step 5.

B. Quantity Rules & Volume Pricing Mode

Choose how quantity-based rules are applied. These two modes are mutually exclusive — you must pick one:

WARNING

You cannot combine both modes in the same catalog. Once you save with one mode selected, switching to the other will clear any existing rules for the previous mode.

C. Cart-Level Rules (if cart mode is selected)

If you chose "Cart & Checkout Level" mode, you can define tiered rules based on:

• Minimum Quantity: Set a minimum number of items in the cart, then apply a fixed price or percentage discount.
• Minimum Order Value: Set a minimum cart dollar amount, then apply a fixed price or percentage discount.

Click "Add break" to add multiple tiers. For example: 10+ items = 5% off, 50+ items = 10% off, 100+ items = 15% off.

4 Add Products

The Products section contains two tabs for managing which products are included in your catalog:

Included Tab

Lists all products currently in the catalog. From here you can:

• View and edit per-product pricing
• Expand product rows to see individual variants
• Set per-variant price overrides
• Add quantity rules and volume pricing per product/variant

All Tab

Displays all products from your Shopify store that are not yet in the catalog. To add products:

1. Switch to the "All" tab.
2. Search for products or browse the list.
3. Select one or more products using the checkboxes.
4. Click the "Include" button to add them to the catalog.

Product Import Methods

CSV Import Steps

1. Click the "Import" button in the Products section.
2. Download the sample CSV template to see the expected format.
3. Fill in your pricing data using product SKUs.
4. Upload the completed CSV file.
5. Review the preview — it will show which SKUs are valid and which are invalid.
6. Confirm the import. You'll see a summary with success and error counts.

WARNING

Invalid SKUs (those not found in your Shopify store) will be skipped during import. Double-check your SKU data before uploading to avoid missing products.

5 Configure Per-Product Pricing (Optional)

For more control, you can override the global discount at the product or variant level:

1. Go to the "Included" tab in the Products section.
2. Click on any product row to expand its variants.
3. Set a custom price at the product level - this overrides the global discount for that product.
4. Set a custom price at the variant level - this overrides both the product-level and global prices.

6 Set Up MSRP (Optional)

MSRP (Manufacturer's Suggested Retail Price) helps your B2B buyers understand the retail value of products alongside your wholesale price.

TIP

You can customize the MSRP label that appears on your storefront. The default label is "MSRP" but you can change it to "RRP", "Retail Price", or anything that suits your business.

7 Add Quantity Rules & Volume Pricing (Optional)

For each product or variant (when using "Product & Variant Level" mode), you can set:

Quantity Rules

Volume Pricing (Tiered Discounts)

Create tiered pricing that rewards buyers for ordering larger quantities:

1. Click "Add quantity price break" on the product or variant.
2. Enter the minimum quantity for the tier.
3. Set the discount — either a fixed price or a percentage off.
4. Repeat to add more tiers.

EXAMPLE

For a product priced at $100:

Tier 1: Buy 10+ → $90 each (10% off)

Tier 2: Buy 50+ → $80 each (20% off)

Tier 3: Buy 100+ → $70 each (30% off)

8 Save Your Catalog

Once you've configured your catalog settings, pricing, and products:

1. Click the "Save" button in the bottom save bar.
2. A confirmation message will appear: "Changes saved".
3. Your catalog is now saved as a Draft.

IMPORTANT

A saved catalog in Draft status is not visible on your storefront. You must publish the catalog (next step) for it to take effect.

9 Publish Your Catalog

When you're ready to make the catalog live on your storefront:

1. Click the "Publish" button.
2. A confirmation modal will appear asking "Ready to go live?"
3. Confirm to begin publishing.
4. The status will change: Draft → Publishing... → Live

SUCCESS

Once the status shows "Live", your catalog pricing is active on the storefront for the assigned customer groups.

10 Export Catalog (Optional)

You can export your catalog to a CSV file at any time for record-keeping or further analysis:

1. Click the "Export" button on the catalog page.
2. A CSV file containing all products, variants, and their pricing will be generated.
3. The file will be emailed to your store email address.

Understanding the Price Hierarchy

NetWise uses a cascading price hierarchy. The most specific price always wins:

Catalog Status States

IMPORTANT

If you edit a published catalog, the changes remain in Draft until you re-publish. The live version is unaffected until you publish again.