Groups

A customer group is a named list of customers that pricing and promotions can point at. It holds a name, a description and its members, and nothing else. There is no price on a group, no discount percentage and no payment terms. The group is only the label, and what it changes is decided wherever that label is used. Groups suit a set of customers you want to treat differently from everyone else, where the only thing the members have in common is that you decided to treat them that way: a VIP group for your best customers, a Dealers group for the shops that resell your products, a Staff group for your own team. Membership is yours to set, so somebody is in a group because a member of staff put them there. A group is not a company. A company is a business your store sells to, with its own buyers, addresses, tax registrations and purchase order rules, and its members are there because they work for that business. Reach for a company when the account you are serving is an organization whose staff buy on its behalf, such as a hotel chain placing orders from three sites. Reach for a group when the members have nothing to do with each other, such as the fifty customers who spent the most last year. See Companies. To manage groups, navigate to Customers → Groups in the admin dashboard.

A group sets no price by itself. A discount comes from a promotion that names the group, and a different range or different prices come from a catalog assigned to it. Price lists cannot target a group at all, as their rules work on channel, market and volume.

Reviewing Groups

The Groups list, with one row per group and its member count

The list shows one row per group.

Column	What it means
Name	What the group is called, with its description printed underneath.
Customers	How many customers are in the group.
Created at and Updated at	When the group was made and when it last changed.

Search by name finds a group by what it is called, so typing “Dealer” lists every group with Dealer in its name. Add filter narrows the list by when a group was created or updated, Sort orders it by any of the four columns, and Columns chooses which of them are shown. The ⋮ button at the end of a row opens Edit and Delete.

Seeing Who Is in a Group

An open group, showing its name, description and member count

Clicking a group’s row opens it, showing its name, its description and a count of its members. View members opens the Customers list filtered to that group, where the filter chip carries the group’s internal ID rather than its name. Clear all returns the list to every customer.

How to Create a Group

Click Add customer group.
Enter a Name, which is what your team will call the group, such as VIP.
Enter a Description if the name alone will not tell your team what the group is for. It is internal and appears under the name in the list.
Click Create customer group.

The group appears in the list with no members. Two groups cannot share a name, and reusing one leaves the dialog open with Name has already been taken.

How to Add Customers to a Group

A group is filled from the customer’s side rather than its own. Opening a group lets you rename it and see how many members it has, but it has no control for putting anyone in it. For one customer

Navigate to Customers and click the customer’s email address.
On the Customer groups card, click Edit.
Search for the group and pick it. A customer can be in several groups at once.
Click Save.

For several customers at once

Adding ticked customers to a group from the Customers list

Navigate to Customers and narrow the list to the people you want, using the filters or the search box.
Tick their rows. A bar appears above the list showing how many are selected.
Click Add to group…, pick the groups, and click Add.

This second route is the quickest way to build a group of any size. Filtering first is what makes it work, because the filter does the choosing and the ticking only confirms it.

How to Remove Customers from a Group

Removing somebody takes the same two routes as adding them, and neither deletes the customer.

For one customer, open their profile, click Edit on the Customer groups card, take the group out of the picker, and click Save.
For several at once, tick their rows on the Customers list and click Remove from group…, then pick the groups and click Remove.

Whatever the group was giving them stops applying as soon as they are out of it, so a promotion that names the group no longer reaches them and a catalog assigned to it no longer decides what they see.

How to Delete a Group

Click the ⋮ button on the group’s row and choose Delete.
Read the confirmation, which names the group and states that Customers in this group are not deleted.
Click Delete.

Deleting a group removes the label and its membership list, and leaves every customer who was in it untouched. Anything pointing at the group stops matching, so a promotion whose only rule named that group no longer reaches those customers, and a catalog that reached buyers through it reaches nobody. Check what referenced a group before removing it.

What a Group Changes

Two things in the dashboard can be pointed at a group, and between them they cover what a group is for.

How to Give a Group a Discount

A promotion carrying a Customer Group(s) rule applies only to customers in the groups it names.

Navigate to Promotions and start a new promotion.
On the Rules card, click Add rule, choose Customer Group(s), pick the group and save it.
On the Actions card, click Add action and choose the discount itself, such as a whole-order adjustment of a flat percentage.
Click Create promotion.

A member who signs in sees the discount as a line in their cart. Customers outside the group, and guests, pay the full price. Product pages show the same price to everybody, members included, because a promotion applies to the cart and not to the product price. To show a group different prices on product pages, use a catalog. See Create a Promotion.

How to Give a Group Its Own Catalog

The Audience step of the new catalog wizard, with a customer group picked

A catalog decides what its audience can see and what they pay. A catalog is built in a short wizard that asks who it is for, what is in it, and how it is priced.

Navigate to Products → Catalogs and click Add catalog.
Under Details, name the catalog and say what the agreement is for. The description is internal and is never shown to shoppers. Click Next.
Under Audience, click Assign, set Audience type to Customer group, pick the group and click Add. Click Next.
Under Products, search for what the catalog covers and add the products one at a time. Click Next.
Under Pricing, choose what the group pays: Normal prices, Prices I enter for this catalog, or A percentage off base prices. Click Next.
Check the summary and click Create catalog.

A new catalog is created inactive, so nothing changes for the group until it is activated from the catalog’s own page. Activating needs an audience, so a catalog assigned to nobody cannot go live.

Adding products to a catalog narrows its audience to those products alone. A group whose catalog holds six products sees six products in the shop, not the whole range plus six. Leave the products step empty to change what the group pays without changing what they can see.

A company’s catalog takes priority over a group’s. Customer group catalogs reach only buyers whose company, and every company above it, has no catalog. To change what a company’s buyers see, assign the catalog to the company or division instead.

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