Set up Customer Group

Customer Group represents a segment of your B2B customers (e.g. small customers vs key customers), and each customer group may receive a different set of B2B prices.

Main features in Customer Group:

• Assign price list(s)

• Select payment options available (pay online or on a net terms)

• Exempt tax

Set up your customer group

From the left-side navigation, select Customer Groups and click on Create customer group.

Step 1: Name your customer group

In this step, you can name your price list to whatever you desire, since the name won't be displayed to your customers.

Step 2: Add a tag to distinguish between customer groups

This step is imperative to make B2Bridge display correct prices to correct customers

Step 3: Assign price list(s)

Here you assign price list(s) to a customer group. If you have not created a price list yet, it is advisable to create a price list 1st, before you set up a customer group.

If 2 price lists have any section selected to Apply to the total sum of product quantity from this price list, then you should assign only 1 price list to a customer group.

Step 4: Select payment options available

• Pay online: Customers will checkout with default Shopify checkout.

• Net payment term: Customers will use the custom Net term checkout. It allows customers to pay within 15 days, 30 days... Finish setting up Net payment term here.

• Save for later: Save cart for future order

Checkout with Net payment terms

Step 5: Add customers

You can add add manually to customers with tag from Step 2, our app will still recognize the tag and display correct prices.

You can also add customers in this section below, by adding customers here, they will automatically be tagged with the same tag from Step 2.

Step 6: Add order tag

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.

Step 7: Exempt tax (optional)

This setting will change the tax setting in each customer in this group

You can see this tax setting changes in each customers when visiting Customers tab in your Shopify admin.

Next step:

You'll need to install code snippets onto your theme in order to make our app work. You can read more about installation here.

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.