Customer Groups
Organise customers into groups for pricing, marketing, and segmentation.
Customer Groups let you organise customers into segments for pricing, marketing, and operational purposes.
CustomersOverview
Groups provide a way to categorise customers and apply shared settings or pricing. Common uses include:
- Pricing tiers — Wholesale, retail, VIP, trade
- Geographic segments — UK, EU, International
- Business type — Retailers, distributors, drop-shippers
- Account level — Bronze, Silver, Gold, Platinum
Creating a group
Navigate to Customer Groups
Go to Commerce → Customer Groups in the sidebar.
Create a new group
Click the create button and enter a group name and description.
Configure group settings
Set any defaults that should apply to customers in this group, such as pricing rules or payment terms.
Assigning customers to groups
Customers are assigned to groups from their individual customer profile. Open a customer record and select the appropriate group from their account settings.
A customer can belong to one group at a time. Changing their group updates any group-linked settings immediately.
Using groups with pricing
Customer groups integrate with the Pricing Rules feature. You can create pricing rules that apply to a specific customer group, meaning all customers in that group receive the same pricing structure.
Tiered pricing
Combine customer groups with pricing rules to create a tiered pricing model. For example, "Wholesale" customers get 30% off, "Trade" customers get 20% off, and "Retail" customers pay full price.