Creating your first customer group

1. Detailed explainer video how to create customer group:

Step by step guide:

1. Access the Setup Guide

Open the app to view the setup guide.
If the setup guide is not visible, navigate to the left-side menu and click on 'Price List and navigate to second tab "Customer group"'.

2. Create a group

3. Name your customer group and select a method to add customers.

Give your customer group a name that fits your business needs.
Choose how you want to import customers into this customer group (e.g., by tag, email, or Shopify segment)

6. Import customers and assign pricing catalog

Once you finalize the import method, start the import and wait up to 5 minutes to import properly if the customer list is long. if it is less it will update instantly in few seconds.
Next, very important step: Assign the pricing catalog you created.
Once all steps are complete, change the status from Draft to Active, then save.

7. Review whether the customers have been imported correctly.

Make sure all customers are included in the customer group based on the import method you selected.
Review this in the Customer Groups section under Price List, and in the Customers section under Ordering Approved, to confirm that all customers are synced correctly.
Syncing may take some time if you have a large number of customers please allow 5–10 minutes after importing.

8. Verify your customer group

Go back to Price List, open the Customer Groups tab, select the customer group you created, and review it once more.
When ready, ensure the customer group is active and all settings are configured correctly.

10. Conclusion

Your customer group has been successfully created, and you’ve completed the second step in the setup guide.