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How to assign customers to retail customer groups?
Under Manage Default Customer Groups (see above), set Registered Customers and Guest Customers to default to your Retail group. After you’ve confirmed your wholesale buyer, you can manually move them to your Wholesale customer group (see Assigning Customers to Groups ).
Can a store use a customer group discount?
Plus, Pro, and Enterprise stores can use customer group discounts, which includes category and product discounts, as well as storewide discounts. Stores on an Enterprise plan can also use Price Lists to provide custom pricing for customer groups.
How are wholesale and retail groups set up?
Wholesale and Retail Groups Wholesale customers usually have access to products or bundles of products not available to retail customers, and they often have a discount on the products they buy. Both of these can be set up by using the Customer Groups feature.
What do you need to know about customer groups?
However, the customer groups feature can be used to require customers to register for and log in to their accounts before they can access particular content. For example, if you sell exclusively to wholesalers, you will need to block the general public from being able to order from your store without first signing up for an account.
How to restrict wholesale products from retail customers?
To restrict wholesale products from retail customers, you will first need to create a category specifically for those products. Then, you will need to segment your customers, so that only wholesale customers can view those products. Don’t forget to set up the discounts that your Wholesale group may need.
What is the name of the customer group?
Group Name — The name of the customer group you are creating. This name is not visible to customers. Customers in this group can see products in all categories across all channels — Used to allow the group access to all visible categories. Uncheck this setting to choose which categories the group can and cannot access.