[intro] When you have completed this Guide, you will have installed and configured the Trade Discounts feature on your EKM online shop. Before you begin, you need to ensure that you have installed the Customer Login feature on your EKM online shop. [/intro]

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[remember]This feature is only available for EKM online shops on the Advanced and Pro tiers. If you wish to have this functionality on your own EKM online shop, you will need to upgrade your account first.[/remember]

Trade Discounts allow you to set up specific discounts for trade customers on your EKM online shop. You can set up your shop to ensure that customers have to log in before they can view the product prices. Individual products can be excluded from Trade Discounts, so you can pick and choose which items your trade customers can apply their discount to. You can also create different Price Lists within this feature and customer accounts can then be assigned to Price Lists accordingly. 

[remember]Before you begin, you need to install the Customer Login feature on your EKM online shop. [/remember]

[warning] You cannot use the Trade Discounts feature if Klarna is your payment gateway. [/warning]

Installing the Feature

1. From the Dashboard, click Features on the left-hand menu:

2. Click the Feature Library tab:

3. Scroll down to the Product Management features and click the View More button on the right-hand side:

4. Click the Trade Discounts icon:

5. Click the green Install Feature button:

6. Click the Launch button:

Configuring Settings

When the feature loads, you’ll see this page. Click the Settings tab on the top right-hand side:

Allow Public Access

In the window, you can choose whether you want to Allow Public Access. This means that anyone without an account on your EKM online shop can see Products with their prices displayed. Tick the box if you wish to Allow Public Access.

If you then untick this box, you’ll be offered the option to Enable Webpage Password Protection, by ticking the box next to any Webpages you wish to remain hidden from customers who are not logged into accounts on your EKM online shop. 

Only Show Prices and Add To Cart Buttons to Trade Accounts

Below the Allow Public Access Box, you can tick a second box. If you do this, the Product Prices and Add To Cart buttons will not be visible to customers to your EKM online shop unless they’ve signed in:

When you’ve finished making changes within the settings, click the green Save button on the bottom right-hand corner of the window: 

[remember]If both buttons are ticked then visitors to your EKM online shop won’t be able to see Product Prices or Add To Cart Buttons, but your Trade Customers will be able to. [/remember]

Add Your First Price List

1. Your next step is to add your first Price List. Click the green button in the middle of the page:

2. You’ll then see this page. Give a name to this Price List in the field provided and then click the drop-down menu to select your Discount Type:

In terms of your Discount Type, you can choose from:

  • Percentage (%) Off All Products
  • Percentage (%) Off Specific Products
  • Individual Product Pricing

[caution]The names of your Price Lists must be unique - bear this in mind if you’re creating several different Price Lists on your EKM online shop. [/caution]

Percentage (%) Off All Products

If you select to offer a percentage off all Products, you need to select how much in the field provided, and then click the green Save button on the right-hand side:

Percentage (%) Off Specific Products

1. If you choose to offer a percentage off specific Products, again you’ll need to add a percentage amount in the field provided, but this time you will need to click the Choose Product button on the right-hand side:

2. In the window that opens, you simply need to tick the box next to the Products that will be reduced for customers that you’ve applied to this Price List. If you have a lot of Products, you can search for their name using the search bar at the top of the window. To the far right of the search bar, you can select either Name or Category, which will allow you to locate a specific Category and list all of the Products within it. When you have selected your Products, simply click the green Add Changes button on the bottom right-hand side of the window:

3. You’ll then see the Products you’ve added to this Price List towards the bottom of the page. You now need to click on the green Save button on the right-hand side:

Individual Product Pricing

1. If you select Individual Product Pricing, your next step is to click the Choose Product button on the right-hand side:

2. In the window that opens, you simply need to tick the box next to the Products that will be reduced for customers that you’ve applied to this Price List. If you have a lot of Products, you can search for their name using the search bar at the top of the window. To the far right of the search bar, you can select either Name or Category, which will allow you to locate a specific Category and list all of the Products within it. When you have selected your Products, simply click the green Add Changes button on the bottom right-hand side of the window:

3. You’ll then see the Products listed on the page below. Your next step is to click within the fields provided and add in the new prices, before clicking the green Save button on the bottom right-hand corner:

[caution]Changing the price of a Master Product will automatically change the price of the Product’s Variants to the same value - bear this in mind when assigning prices. Also, clearing the price completely will revert the Product and any of its Variants to the original price.

Finally, if you change the price of the Product elsewhere within your EKM online shop, you must review the Product Price within any of your existing Price Lists. [/caution]

Percentage (%) Off Specific Categories

1. If you select Percentage (%) Off Specific Categories, you will need to add your Discount Percentage into the field provided, before clicking the Choose Categories button on the right-hand side:

[tips]If you want to apply this Trade Discount to most of the Categories on your EKM online shop, tick the box to Exclude Categories. You can then mark which Categories you want to be excluded from the Trade Discount, as it will then be applied to all other Categories and Subcategories except those that have been excluded. [/tips]

2. A window will then appear which shows a map of the existing Categories on your EKM online shop. Click the green cross symbol to view any Subcategories within an existing Category:

3. Now you need to tick the box for any Category or Subcategory you wish to apply the Trade Discount to, and then click the green Add Changes button:

4. Then you need to scroll down and click the green Save button in the bottom right-hand corner:

Assigning Customers to a Price List

1. When you have created a Price List, your next step is to assign customers to it, so they can take advantage of the discounts. To do this, click Assign Accounts on the right-hand side:

2. In the window that appears, you can select to add existing customers or create a new Trade Account:

Existing Customers

1. Click the button on the left-hand side of the window:

2. In the window that opens, you’ll see a list of the customers who have previously created an account on your EKM online shop. All you need to do is tick the box next to the relevant customer to add them to your Price List. If you have a lot of customers, you can use the search bar at the top of the window to search using their name, or click on the drop-down menu on the right-hand side of the search box to amend this to email, so you can search by their email address instead. When you have selected your customers, click the green Assign button on the bottom right-hand corner of the window:

New Trade Account

1. To create a new Trade Account, click the button on the right-hand side of the window:

2. In the window that opens, you need to add the email address of the customer you’re setting a Trade Account up for, before clicking the green Assign button on the right-hand side:

3. The customer will receive an email (via the Shop Email Address of your EKM online shop) a few minutes later. They will need to click the blue button in the email to finish setting up their Trade Account:

4. They will be redirected to a page to set up a password on their account: 

5. And once the password has been set, they will see this confirmation message:

Back in the Trade Discounts feature, the first tab will display any Price Lists you’ve set up. You can add a new Price List by clicking the green button on the right-hand side:

If you click on the Trade Accounts tab, this will list the customers that you have assigned to use your Price Lists, and from there you can Edit, Lock or Delete them. You can also add new customers by clicking the green Add Trade Account button on the top right-hand side:

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[contact] If you need our help with your EKM online shop, contact your Ecommerce Expert or the Customer Support Team, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions Board. If you have a non-account-specific question to ask the EKM Team, join us in the EKM Community. [/contact]