# 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.

## 1. Create a new Customer Group

Go to **Customer Groups** in the sidebar and click **Create customer group**.

## 2. Fill in the Summary section

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 %}

## 3. Configure Buying options

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

### a. Pay online

Customers pay at checkout with a credit card or any other payment method enabled on your store. This is the standard option.

### b. Net payment term

Customers can place orders and pay later according to a net payment schedule. You can configure:

* **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**.

{% 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](/v2.2026/app-configuration/settings/net-terms-information-form.md).
{% endhint %}

## 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.

## 5. Configure Order tags (optional)

In the **Order tag** section, add a tag that will be applied to all orders placed by customers in this group. You can set a separate tag specifically for net payment term orders.

## 6. Configure Tax collection

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.

## 7. Save

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 %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.b2bridge.io/v2.2026/app-configuration/customer-group/set-up-customer-group.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.