Customer Groups

Customer Groups define who sees your B2B prices and how they pay. By assigning a Price List to a Customer Group and tagging customers into that group, those customers will see their B2B prices after logging into your store.

A Customer Group needs at least one Price List assigned to it before B2B prices become visible to customers in that group.

How Customer Groups work:

• Each Customer Group is identified by a Shopify customer tag. Any customer with that tag automatically belongs to the group.

• You assign one or more Price Lists to the group, then customers will see the B2B prices from those lists.

• You control the assigned payment methods: online payment, net payment terms, and saved cart.

• You can choose whether tax is collected for orders from this group.

Managing your Customer Groups:

From the Customer Groups page, you can:

• Create a new group by clicking Create customer group

• Edit an existing group by clicking the edit icon in the Action column

• Delete a group (this cannot be undone and cannot remove the Shopify tag remains on customers)

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Need Help?

If you have questions or run into issues while using any feature, we're here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we'll get back to you as soon as possible.