How to Create a Customer Group

How to Create a Customer Group

Learn how to set up B2B customer segments with custom pricing, discounts, shipping rules, and order limits.

Overview

Customer Groups (also called B2B Customer Segments) are pricing-enabled cohorts of customers. Each group can be assigned custom catalogs, extra discounts, shipping rules, and cart/order limits. Groups are created in Draft status and must be Published before pricing becomes active for customers.

Table of Contents

  1. Navigate to Customer Groups
  2. Name Your Group
  3. Add Shopify Segments
  4. Assign Pricing Catalogs
  5. Configure Extra Group Discount (Optional)
  6. Configure Shipping Discount (Optional)
  7. Set Cart/Order Limits (Optional)
  8. Save Your Group
  9. Publish Your Group
  10. Manage Your Group After Creation
  11. Group Status States
  12. Customer Management & Approval
  13. Frequently Asked Questions

1 Navigate to Customer Groups

  1. From the NetWise dashboard, click Price List in the left-hand navigation menu.
  2. Click the Customer Group tab (the second tab, next to "Catalog").
  3. Click the Create group button in the top-right corner of the page.

2 Name Your Group

Enter a clear, descriptive name for your customer group. This is the only required field. The name will help you identify the group throughout the NetWise dashboard.

Examples: "Wholesale Buyers", "VIP Retailers", "Gold Tier", "Regional Distributors"

Tip: Use a naming convention that reflects the pricing tier or customer type. This makes it easier to manage groups as your B2B program grows.

3 Add Shopify Segments

Shopify Segments determine which customers belong to this group. NetWise uses your existing Shopify customer segments to dynamically assign customers.

  1. Click the Add button next to the Shopify Segments section.
  2. A modal opens with a searchable list of all your Shopify customer segments.
  3. Use the checkboxes to select one or more segments.
  4. Click Confirm to add the selected segments.
Tip: You can add multiple Shopify segments to a single group. Customers matching any of the selected segments will automatically be included. Shopify segments are dynamic — as customers enter or leave a segment in Shopify, their group membership updates automatically.

4 Assign Pricing Catalogs

Catalogs define the wholesale or custom pricing that customers in this group will see. You must assign at least one catalog for group pricing to work.

  1. Click the Add button next to the Catalogs section.
  2. A modal opens showing all your available catalogs along with their product counts.
  3. Use the checkboxes to select one or more catalogs.
  4. Click Confirm to assign the catalogs.
Warning: Without at least one catalog assigned, customers in this group will not see any wholesale pricing. Always assign a catalog before publishing your group.

5 Configure Extra Group Discount (Optional)

Apply an additional discount on top of your catalog prices for all customers in this group.

  1. Toggle Extra group level discount to ON.
  2. Choose the discount type:
    • Percentage (%) — e.g., 10% off catalog prices
    • Fixed amount ($) — e.g., $5 off each item
  3. Enter the discount value.
Important: This discount stacks on top of your catalog prices. For example, if a product has a catalog price of $80 and you set a 10% group discount, the customer pays $72.

6 Configure Shipping Discount (Optional)

Set up conditional shipping discounts based on order value or total weight.

  1. Toggle Shipping discount to ON.
  2. Click Add rules to open the Shipping Rules modal.
  3. Configure each rule using the options described in the table below.
  4. Click Add break to add additional rules (Rule 1, Rule 2, etc.).
Field Options Description
Condition Type Order Value , Total Weight What the rule evaluates against
Condition Rule Greater than , Less than Comparison operator for the threshold
Condition Value Numeric value The threshold amount (e.g., 500 for $500)
Rate Type Percentage , Fixed price , Free How the shipping discount is applied
Rate Value Numeric value Discount amount (not required if Rate Type is "Free")
Tip: Shipping rules use first-match evaluation. Place your most specific rules first and broader rules last. For example, set "Free shipping on orders over $1,000" as Rule 1 and "50% off shipping on orders over $500" as Rule 2.

7 Set Cart/Order Limits (Optional)

Enforce minimum order requirements to ensure customers meet a threshold before checking out.

  1. Toggle Cart limits to ON.
  2. Click Add rules to open the Cart Limits modal.
  3. Configure the following fields:
Field Description
Minimum order value ($) The minimum cart subtotal required to proceed to checkout.
Minimum total units The minimum number of items required in the cart to proceed to checkout.
Important: Customers will be unable to complete checkout unless all cart limit restrictions are met. Make sure your minimums are reasonable for your customer base.

8 Save Your Group

Click Save in the bottom save bar. Your group will be saved in Draft status and you will be automatically redirected to the group detail page.

Tip: Saving does not activate pricing for customers. Your group remains in Draft until you explicitly publish it in the next step.

9 Publish Your Group

When you are ready to activate the group's pricing for customers:

  1. Click the Publish button (primary action on the group detail page).
  2. A confirmation dialog appears: "Ready to go live? This action will publish this group and activate its pricing for assigned customers."
  3. Click Confirm to begin publishing.
  4. The status changes from Draft to Publishing... and then to Live once the background task completes (usually a few seconds).
Warning: Once published, customers in the assigned Shopify segments will immediately begin seeing the group's wholesale pricing. Double-check your catalog assignments and discount settings before publishing.

10 Manage Your Group After Creation

After creating and publishing your group, you can manage it with the following actions:

Action What It Does
Edit Change any field (name, segments, catalogs, discounts, rules). Save and re-publish for changes to take effect.
Unpublish Reverts the group to Draft status and immediately deactivates pricing for all assigned customers.
Delete Permanently removes the group (soft delete). This action cannot be undone from the UI.
Important: Draft changes do not affect the published version. You must re-publish the group for any edits to become active for customers.

Group Status States

Status Badge Description
Draft Draft Group is saved but not active. Pricing is not visible to customers.
Publishing Publishing... Background task is in progress. The system is activating pricing rules. Usually completes in a few seconds.
Live Live Group is active. All assigned customers see the configured wholesale pricing.

Customer Management & Approval

In addition to setting up customer groups, you can control individual customer access to B2B ordering through the Customers section in the NetWise left navigation.

Customer Tabs

Tab Description
Ordering approved Customers who have been activated and can place B2B orders.
Ordering not approved Customers who have been deactivated and cannot access B2B ordering.

How Activation Works

  • Activate: Removes the netwise-disable  tag from the customer's Shopify profile, enabling B2B ordering.
  • Deactivate: Adds the netwise-disable  tag to the customer's Shopify profile, blocking B2B ordering.
Important: Customer approval (ordering access) is independent of group status. A customer can be in a published group but still have ordering disabled if they are individually deactivated.

Still need help? Contact Us Contact Us