Customer Groups

Customer groups are segments of customers who share characteristics, preferences or behaviour. Grouping customers lets you give them their own price list or payment methods, which is how you offer trade pricing to some customers and retail pricing to others on the same store.

Membership is worked out from criteria you define, so customers fall into a group automatically rather than being added by hand.

How to Create a Customer Group

1. Click on Customers > Customer Groups

2. Click on the Create button

3. Give your customer group a name

4. Click on the Create button and select criteria from the dropdown

5. Fill in the criteria details

6. Repeat steps 4 and 5 for each further criterion

7. Click on the OK button once you have added all your criteria

Start with one clear criterion and check which customers fall into the group before adding more. Several criteria combined can narrow a group down further than you intended.

Once a group exists, you can attach a price list to it. For finer control over what each kind of customer sees on the storefront, including which features they can use, see Frontend User Roles.