> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/getting-started/customer-tags-and-columns.md).

# Customer tags & columns

Add customer tag columns and set their discount titles and pricing rules.

{% embed url="<https://dollarlabs.neetorecord.com/watch/eb9a6eed4122fdc58ddd>" %}

A column in the price list is a Shopify **customer tag**. Tag a customer, and they get that column's pricing.

## One tag connects the customer to their prices

![How customer tags select price columns, with Default pricing available to guests](https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-a103a07eeb0748d2f50996c463b125f9ba072975%2Fcustomer-tags-and-default.svg?alt=media)

The tag and column name must match exactly. If several prices apply, [the lowest eligible price wins](/dollarlabs-b2b-custom-pricing/getting-started/how-pricing-works.md).

## Adding a column

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-3cdb3c1d7552da616f0f4a08a0da55bbcdf7f960%2Fcustomer-tag-columns-annotated.png?alt=media" alt="Annotated price-list columns: Base price, Default, customer-tag columns and Add column."><figcaption><p>The price-list editor separates Shopify catalog prices from Default and customer-tag pricing. In this example, the empty app-price cells leave the $12 catalog price unchanged.</p></figcaption></figure>

In the price list editor choose **+ Add column**. The **Add tag column** panel opens. Fill in:

* **Tag name** — the Shopify customer tag, spelled exactly.
* **Discount title (optional)** — the label on the checkout discount line for this tag. Falls back to the price list's default title.
* **Loose discount title (optional)** — the label used for the separate discount line that leftover loose units generate. See [Progressive case multiples](/dollarlabs-b2b-custom-pricing/getting-started/progressive-case-multiples-and-loose-unit-pricing.md).

Then **Add & configure**.

## Getting the name right

* **Spelling matters, capital letters don't.** `Wholesale`, `wholesale` and `WHOLESALE` all match the same customers. `Wholesaler` and `whole sale` do not.
* The app trims spaces from the beginning and end of column names when saving. Check the saved name against the Shopify tag.
* Copy the tag from the Shopify customer record rather than retyping it.

{% hint style="success" %}
Choose **Browse** next to the tag field to pick a tag your customers already have. Each tag shows how many customers carry it. If you type a tag and see **No customers carry this tag yet**, check the spelling before you add the column.
{% endhint %}

{% hint style="warning" %}
Don't add two columns whose names differ only in capital letters, such as `Wholesale` and `wholesale`. A customer with that tag matches both, and the lower price wins.
{% endhint %}

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-676d22122719e63cfa2d7957d269e46008fae1e7%2Fadd-column-tag-warning-annotated.png?alt=media" alt="Add tag column panel with the tag name wholesal, a warning badge reading No customers carry this tag yet, a discount title field and Add column and Add &#x26; configure buttons." width="581"><figcaption><p>A warning under the tag name means no customer has that tag yet — usually a typo.</p></figcaption></figure>

To check, open a customer in Shopify admin who should be getting wholesale pricing, and compare their tag against your column header character by character.

## The Default column

Alongside your tags there is a **Default** column. It supplies fallback pricing when the shopper has no matching customer column, including signed-out visitors.

Default does not compete with a matching customer column for the lowest price. A matching column still counts when its cell is empty for a particular variant. For example, a buyer with a matching wholesale column uses that column's rules; an untagged shopper can use Default. With no applicable app price, the Shopify catalog price remains.

Configure Default only when you intend a fallback offer. Compare a guest with each tagged test buyer after saving.

{% hint style="warning" %}
Prices in **Default** are public. Every visitor gets them, including people who are not signed in. Leave Default empty unless you mean to offer that price to everyone.
{% endhint %}

## Per-tag settings

Open a tag's settings from its column header.

### Discount titles

**Discount title** and **Loose discount title** control the text buyers see against the discount at checkout and on the order. Use a clear label, such as "Wholesale pricing".

### Payment and delivery method rules

A tag can carry rules that **hide payment or delivery methods at checkout**, optionally at a cart subtotal threshold. For example, hide Cash on Delivery from wholesale customers. These rules do not turn that tag’s pricing on or off.

See [Payment & delivery rules](/dollarlabs-b2b-custom-pricing/price-list/payment-and-delivery-rules.md). The equivalent settings on the price list are for buyers without a matching price-list tag; they are not additional rules applied to every tagged buyer.

## Removing a column

Removing a tag column removes that tag's pricing for every variant. There is no undo — [export a CSV](/dollarlabs-b2b-custom-pricing/price-list/csv-import-and-export.md) first if you might want it back.

Removing the column does not touch the tag on your customers in Shopify; they simply stop getting a price from it.

## How many columns?

Create separate columns for customer groups with different prices. Each column needs to be maintained when you update or import prices.

If two tags always have identical prices, use one tag and apply it to both groups of customers.