Customer Groups

To setup or modify your B2B Customer Groups follow the steps below:

1. From the dashboard click Customers.

2. Then click Groups.

   By default, all customers will be placed into the “Default Customer” group. To create a new group, click New Item.

3. Set Customer Group details.

   • Name: This is the name of your customer group. This is a required field.
   • Require Email Verification: If this is checked, upon creating an account a new customer will receive an email asking them to verify their email address by clicking a link.
   • Require Approval: If this is checked, the customer will enter pending status once they create an account until an admin approves their membership to the customer group.
   • Auto Approve Email Domains: This feature allows you to automatically approve customers for this customer group with certain email domains, e.g. gmail.com email domains.

   

4. Set Global Discounts for this Customer Group.

   • Global Discount: The percent discount the given customer group will enjoy. The default is 0 or no discount.
   • Global Discount Field: The field to which the percent discount pertains. The default is price.

   

5. Set Customer Limits for this Customer Group.

   • Customer Spending Limit: The time window over which spending limits apply. If none is selected the spending limit will apply to any time frame.
   • Customer Spending Limit Amount: The maximum amount in dollars this customer group can spend over the specified time frame.
   • Maximum Total Per Order: The maximum amount in dollars the customer in this customer group may spend per any given order over the specified time frame.
   • Maximum Number Items Per Order: The maximum number of individual products the customer in this customer group may purchase per any given order over the specified time frame.
   • Maximum Item Quantity Per Order: The maximum amount of each individual product the customer in this customer group may purchase per any given order over the specified time frame.
   • Tax-Free Checkout: If this box is checked the customer will enjoy a tax-free checkout.

   

To Assign a Customer Group to a Customer

1. From the dashboard click Customers.

2. Then click Customers.

3. Click Edit on the desired customer.

4. Click Edit under the Information heading.

   

5. Under Group select the desired Customer Group.

   

6. Click Save.