Customer Groups

Customer groups are the core of wholesale pricing. Each group defines a discount that applies automatically to every product for customers in that group.

Creating a Customer Group

1. Go to Wholesale > Customer Groups in the admin sidebar
2. Click the Create button

Fill in these fields:

Field	Required	What to enter
Name	Yes	A descriptive name, e.g., "Gold Resellers"
Description	No	Internal notes, e.g., "Verified resellers with annual volume >$50K"
Discount Type	Yes	Percentage - discounts by %, or Fixed Amount - discounts by a dollar amount
Discount Value	Yes	The discount number. Enter 20 for 20% off (percentage) or 10 for $10 off (fixed)
Priority	No	A number used when a customer is in multiple groups. Lower number = higher priority. Default: 0
Min Order Quantity	No	Minimum total items in cart to check out. Leave at 0 for no minimum
Min Order Value	No	Minimum cart subtotal to check out, e.g., 500 for $500 minimum. Leave at 0 for no minimum
Status	Yes	Published to activate, Draft to save without activating

3. Click Save

How each discount type works

Percentage discount - Takes a percentage off each product's price:

• 20% off a $100 product = $80
• 20% off a $50 product = $40

Fixed amount discount - Takes a flat dollar amount off each product:

• $10 off a $100 product = $90
• $10 off a $50 product = $40

TIP

Percentage discounts are the most common choice. They scale with product prices and are easy for customers to understand.

Editing a Customer Group

1. Go to Wholesale > Customer Groups
2. Click the group name or the Edit button
3. Change any fields
4. Click Save

WARNING

Discount changes take effect immediately. All customers in that group will see updated prices on their next page load.

Deleting a Customer Group

1. Go to Wholesale > Customer Groups
2. Click the Delete button on the group row
3. Confirm deletion

When you delete a group:

• All customer assignments to that group are removed
• Those customers lose wholesale pricing (unless they're in another group)
• Pricing rules targeting that group stop working

Alternative: Deactivate instead of delete. Edit the group and change Status to Draft. The group's pricing stops applying, but you can reactivate it later.

Assigning Customers to a Group

There are two ways to assign a customer to a group:

Method 1: From the customer edit page

1. Go to Ecommerce > Customers
2. Click to edit a customer
3. Find the Wholesale Groups field
4. Select one or more groups from the dropdown
5. Click Save

The customer will see wholesale prices immediately on their next login.

Method 2: By approving a wholesale application

When a customer applies at /wholesale/register on your site:

1. Go to Wholesale > Applications
2. Click to review the application
3. Click Approve and select which group to assign them to
4. The customer is automatically assigned

See Reviewing Wholesale Applications for details.

Checking Which Group a Customer Is In

1. Go to Ecommerce > Customers
2. Edit the customer
3. Look at the Wholesale Groups field - it shows all assigned groups

Removing a Customer from a Group

1. Go to Ecommerce > Customers
2. Edit the customer
3. Clear the selection in the Wholesale Groups field
4. Click Save

The customer reverts to retail pricing immediately.

Multiple Groups

If Allow Customers in Multiple Groups is enabled in Settings, a customer can belong to more than one group.

When a customer is in multiple groups with different discounts, the Discount Resolution Strategy determines which applies:

Strategy	Example: Customer in Gold (20% off) + Silver (15% off)
Highest	Gets 20% off (the better discount)
Lowest	Gets 15% off
Priority	Group with lower priority number wins

Priority field

The Priority field on each group is only used when the resolution strategy is set to "Priority". Lower numbers mean higher priority:

Group	Priority	Discount
Platinum	1	25%
Gold	2	20%
Silver	3	15%

If a customer is in both Gold (priority 2) and Silver (priority 3), Gold wins because 2 < 3.

Common Group Structures

Simple tiered structure

Group	Discount	Min Order Value	Who qualifies
Gold	20%	$1,000	High-volume buyers
Silver	15%	$500	Regular wholesale
Bronze	10%	$250	Entry-level wholesale

By business type

Group	Discount	Min Order Value	Who qualifies
Distributors	30%	$5,000	Regional distributors
Retailers	20%	$1,000	Retail store owners
Resellers	15%	$500	Online resellers

Troubleshooting

Customer doesn't see discounted prices

1. Check the customer is assigned to a group: Ecommerce > Customers > Edit customer > Wholesale Groups field
2. Check the group status is Published: Wholesale > Customer Groups
3. Make sure the customer is logged in on the frontend
4. Clear cache: Admin > Platform Administration > Cache management > Clear all CMS cache

Wrong discount is applied

1. Check if the customer is in multiple groups: Ecommerce > Customers > Edit customer
2. Check which resolution strategy is active: Wholesale > Settings > Discount Resolution Strategy
3. Check if there are pricing rules on the product that override the group discount

Group discount doesn't apply to a specific product

1. Check if the product has a pricing rule that overrides the group discount
2. Check the product's visibility settings aren't restricting access