Apply special pricing for account customers

Account pricing gives one customer their own set of prices. You assign a price book to their Account record, and the contacts on that account see those prices instead of your standard prices once they sign in. Use it for negotiated B2B rates, trade accounts, or any customer who buys on agreed pricing.

Before you begin

• A price book holding the prices for this customer. See About price books.
• Access to edit Account and Contact records in Salesforce.

Set up and activate account pricing

1. Open the Price Book you want this customer to use, and confirm it is marked Active.
2. Add a Price Book Entry for every product the customer can buy, and make sure each entry is Active.
3. Open the customer’s Account record.
4. Set the Pricebook field to the price book from step 1, then save.
5. Open each Contact on that account who signs in to your store.
6. Select Can use Account pricing, then save.
7. Sign in to your store as one of those contacts and check a product page. The account price replaces the standard price.

:::warning Customers only see products that have an active Price Book Entry in the price book that applies to them. If you assign an account a price book that covers part of your catalog, the rest of your products disappear from that customer’s storefront entirely. Add an entry for every product the customer should be able to buy, including the ones priced the same as your standard price. :::

:::note On the web storefront both settings are required. A Pricebook on the account with no Can use Account pricing on the contact does nothing, and that customer keeps seeing your standard prices. :::

Automate the contact permission

Setting Can use Account pricing one contact at a time is repetitive on accounts with several buyers, and it is easy to forget when someone new is added to an account months later. If every contact on an account should always buy at that account’s pricing, automate the checkbox and skip the per-contact step.

:::note Automate this only if it suits how you sell. The checkbox is per contact so that you can give account pricing to nominated buyers and leave everyone else on standard prices. If you rely on that distinction, keep setting it by hand. :::

One way to automate it is to select the checkbox for every contact, whether or not their account has a price book. The permission has no effect on its own: a contact only moves onto account pricing when their account also has a Pricebook set.

Set account pricing for your existing contacts

1. Open the Contacts list.
2. Add Can use Account pricing as a column, and select it for each contact using inline editing.
3. For a large database, use Data Loader or a Salesforce report export to update s_c__Can_Use_Account_Pricing__c in bulk.

Set account pricing for new contacts

1. In Salesforce Setup, go to Flows and create a record-triggered flow.
2. Choose the Contact object.
3. Trigger the flow when a record is created.
4. Set the flow to run After the record is saved.
5. Add an Update Records element that updates the record that triggered the flow.
6. Set Can use Account pricing to true.
7. Save and activate the flow.

Set account pricing on the account (an additional option for the above)

If you would rather keep the contact checkbox meaningful, so that it is only ever selected on contacts who really are on account pricing, trigger account pricing from the account instead. Note that this method has more moving parts for the same result, so use it only if you report on the checkbox or need the audit trail.

1. Create a record-triggered flow on the Account object that runs when a record is created or updated.
2. Set the entry condition Pricebook Is Null False, with the Update Records element that finds contacts where Account ID equals the triggering account.
3. Set Can use Account pricing to true.
4. Pair it with the contact flow above so a contact added to an existing account is covered too, and set the contact flow’s condition to check that the account has a price book.

:::warning An account with a very large number of contacts can exceed Salesforce governor limits when a single flow updates every related contact at once. If your accounts carry hundreds of contacts, update them in bulk with Data Loader rather than in a flow. :::

Which price book applies

A store can have several price books in play at once. StoreConnect works down this order and uses the first one that applies:

Situation	Price book used
The signed-in contact has Can use Account pricing selected and their account has a Pricebook	The account’s price book
The signed-in contact’s account has a Membership that has a Pricebook, and no account price book applies	The membership’s price book
A point of sale sale with a customer assigned whose account has a Pricebook	The account’s price book
A point of sale sale where no account price book applies and the Outlet has a Pricebook	The outlet’s price book
Anything else, including customers who are not signed in	The store’s default price book

Account pricing beats membership pricing. If a customer is on a membership tier that carries its own price book and their account also has a price book assigned, the account price book is the one they see. See Memberships.

Remove account pricing

To put a customer back on standard pricing, clear the Pricebook field on their Account record, or clear Can use Account pricing on the contact. Clearing the field on the account affects every contact on that account. Clearing the checkbox on a contact affects only that person, which is useful when some people on an account should buy at the negotiated rate and others should not.

Tax and the price book

A price book carries its own Tax Method and Tax Zone. Where a price book entry does not set these itself, the price book’s values apply, so moving a customer onto a different price book can change how tax is calculated and displayed for them. Check the tax settings on the price book before you assign it. See Tax.

Account pricing at the point of sale

Assigning a customer to a sale at POS applies that customer’s account price book, and the items already in the cart are repriced to match. Where a repriced item carries a discount, the point of sale warns you that the price changed so you can review the discount against the new price.

If account pricing does not show up at point of sale, it might be because the price book in not Active. If it is not, the point of sale falls back to the outlet’s price book, or to the store’s default price book if the outlet has none. For outlet setup, see Create a store outlet.