> 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**.

<figure><img src="/files/0TptT23nsMht8MPv01e2" alt=""><figcaption></figcaption></figure>

### Step 2: Fill in the summary

<figure><img src="/files/x1VMpJgbKvDO9nr9RWx7" alt=""><figcaption></figcaption></figure>

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.

{% hint style="info" %}
The customer tag must be unique across all Customer Groups. You cannot use the same tag in two different groups.
{% endhint %}

### Step 3: Configure Buying options

In the **Buying options** section, choose what payment methods are available to customers in this group.

<figure><img src="/files/B2tHxXerRuxQgKUh0XsO" alt=""><figcaption></figcaption></figure>

#### 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**.

<figure><img src="/files/TVTWb6WCc9mtt02atgKz" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
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).
{% endhint %}

#### Saved for later

Save cart for future order. The saved cart is stored in the [Account page](/storefront-display/account-page.md).&#x20;

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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.

<figure><img src="/files/NVQHd2lnzb2ff4nszpmG" alt=""><figcaption></figcaption></figure>

You can also tag customers manually in Shopify Admin, they'll be picked up by B2Bridge automatically.

### Step 5: Configure Order tags & tax

<figure><img src="/files/XypmNtb1cPz0xmCU974v" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/DPpQHu84A6Z7sjf2Vt2I" alt="" width="360"><figcaption></figcaption></figure>

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.

***

{% hint style="success" %}

### 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.
  {% endhint %}