> For the complete documentation index, see [llms.txt](https://docs.b2bridge.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2bridge.io/app-configuration/customer-group/set-up-customer-group.md).
# Set up Customer Group
## Overview
This guide walks you through creating a Customer Group from scratch, from naming it and assigning a tag, to choosing a Price List and configuring payment options.
### Step 1: Create a new Customer Group
Go to **Customer Groups** in the sidebar and click **Create customer group**.
### Step 2: Fill in the summary
In the **Summary** section:
* **Name:** enter an internal name for this group (not shown to customers).
* **Add tag to customers in this group:** enter a Shopify customer tag. This is how B2Bridge identifies which customers belong to this group. Any customer with this tag will automatically be included.
* **Choose B2B price list(s) to assign to this customer group:** select one or more Price Lists. Customers in this group will see B2B prices from the assigned lists.
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The customer tag must be unique across all Customer Groups. You cannot use the same tag in two different groups.
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### Step 3: Configure Buying options
In the **Buying options** section, choose what payment methods are available to customers in this group.
#### Pay online
Customers pay at checkout with a credit card or any other payment method enabled on your store. This is the standard option.
#### Net payment term
Customers can place orders and pay later according to a net payment schedule. Full details on [Set up Net Payment Terms.](/app-configuration/customer-group/set-up-net-payment-terms.md)
* **Due on receipt:** payment is due immediately after the order is placed
* **Within N days:** payment is due within a set number of days (e.g. Net 30)
* **Due on specific day of month:** payment is due on a particular day each month
* **Custom:** define your own terms by time unit (days, weeks, or months)
You can also choose whether net terms orders appear in Shopify as **final orders** or **draft orders**.
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To set up a custom net terms information form that customers fill out when requesting net terms, go to [Settings → Net terms information form](broken://pages/9mUYAZgc2BcwHcNaaWR6).
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#### Saved for later
Save cart for future order. The saved cart is stored in the [Account page](/storefront-display/account-page.md).
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### Step 4: Add customers
In the **Add customers** section, search for and add individual customers to this group. Customers added here will be automatically tagged with the group tag you defined in step 2.
You can also tag customers manually in Shopify Admin, they'll be picked up by B2Bridge automatically.
In the case you have a large number of customers, you can click on the Bulk import customers.
Once clicked, you will see a pop-up with a sample CSV file to download. You can export the required information directly from Shopify customers and then upload it by clicking on Add file
When you have added the file, click on Import customers to complete the process.
### Step 5: Configure Order tags & tax
These tags help you manage orders. To avoid overlapping issues, ensure 1 customer has 1 tag. In that way, the price list will always be correct.
In the **Tax collection** section, check **Collect tax on this customer group** if tax should be applied to orders from this group. Uncheck it to create a tax-exempt group. This setting will change the tax setting in each customer in this group.
Click **Save** to create the Customer Group. Customers with the assigned tag will now see B2B prices from the linked Price Lists when they log in.
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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](https://go.crisp.chat/chat/embed/?website_id=a59f354c-f51f-4f84-ae9a-c0e8dd69d2e5) directly from your B2Bridge dashboard.
* 📧 **Email us at** [**support@b2bridge.io**](mailto:support@b2bridge.io) and we'll get back to you as soon as possible.
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