How to test pricing rules

Written By Floris de Vries

Last updated 16 days ago

Overview

Testing pricing rules ensures that customers see the correct B2B prices in the bulk order form.

Because pricing depends on product selection, visibility, and rule priority, testing must be done carefully.


Step 1: Confirm the correct bulk order form

Before testing pricing, make sure:

  • The bulk order form is enabled

  • The correct form is shown to the customer

  • No other bulk form overrides pricing

Use the dashboard and visibility rules to verify this.

Step 2: Test as the correct customer

Pricing rules apply only to customers who can see the form.

Depending on your setup:

  • Log in as a tagged customer

  • Log in as a specific customer

  • Use a test customer account

Avoid testing while logged in as admin.

Step 3: Verify pricing method

Check which pricing rule is active:

  • Individual product prices

  • Fixed price

  • Percentage discount

Remember: only one pricing rule applies per product.

Step 4: Test multiple products

Test pricing across:

  • Different products

  • Different variants

  • Products with and without individual pricing

This confirms pricing priority works as expected.

Step 5: Add products to the cart

  1. Enter quantities

  2. Add products to the cart

  3. Open the cart

  4. Verify:

    • Prices match the bulk order form

    • Quantities are correct

    • No unexpected discounts appear

Step 6: Test pricing changes

After changing pricing rules:

  • Save the bulk order form

  • Refresh the storefront

  • Retest prices

Pricing updates are not applied until saved.


Common issues during testing

Prices look unchanged

Check:

  • Another pricing rule overrides your change

  • The product is excluded from the form

  • The customer is seeing a different bulk form

Prices differ from expectations

Check:

  • Pricing priority order

  • Original Shopify price

  • Customer access rules


Recommended testing methods

  • Use a private/incognito window

  • Test with multiple customer accounts

  • Test after each pricing change


Final checklist

Before going live:

  • โœ… Correct bulk form is shown

  • โœ… Correct pricing rule is applied

  • โœ… Priority rules behave as expected

  • โœ… Cart prices match form prices


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