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How to map customer groups to pricing rules
This is the final step in setting up your B2B pricing. After creating pricing rules (Step 1) and configuring the display block (Step 2), you need to assign these rules to specific customer groups so the correct prices are shown to the right customers.
Step 1: Navigate to Customer Management
From your Clay B2B Wholesale app dashboard within Shopify, click Customer Management in the left-hand navigation menu.
(Screenshot at 00:42)
Step 2: Create a New Customer Group
Click the Create customer group button in the top right corner.
(Screenshot at 00:49)
Step 3: Name the Customer Group
Enter a descriptive name for this group in the Customer group name field (e.g., "B2B Approved Customers"). (This name is for internal use).
(Screenshot at 00:52)
Step 4: Define Group Membership
Under Group configuration, choose how customers will be included in this group:
All customers: Includes every customer.
Logged in customers: Includes any customer who is logged in.
Customer tags: Includes only customers who have specific tags assigned to their Shopify customer profile. (This is the most common method for B2B segmentation).
For this example, select Customer tags.
(Screenshot at 01:13)In the Add customer tag field, type the tag you want to use (e.g., "B2B").
Click Add B2B (or the tag name you entered). (This tag must also exist on the relevant customer profiles in your main Shopify Customers section).
(Screenshot at 01:17)
Step 5: Assign Pricing Rules to the Group
Under Pricing configuration, you will link the pricing rules you created earlier to this customer group.
Click the dropdown menu under Add new pricing rule.
Select the first pricing rule you want to apply to this group (e.g., "Rule 1: Automated Wholesale Prices").
Click Add pricing rule.
(Screenshot at 01:30 & 01:39)Repeat this process to add all other relevant pricing rules for this customer group (e.g., "Rule 2: Automated Quantity Price" and "Rule 3: Manual Prices"). You will see each rule added to the list with the products it affects.
(Screenshot at 01:41 - 01:47)
Step 6: Activate and Save the Customer Group
Under Group summary, change the Status dropdown from Draft to Active.
(Screenshot at 01:57)Click the Save button in the top right corner.
You will see a confirmation message: "Customer group saved successfully".
(Screenshot at 02:04)
Step 7: Verify Pricing on Storefront
Log in to your storefront as a customer who has the tag you assigned to the group (e.g., the "B2B" tag).
(Context: The video shows checking a customer profile already tagged at 02:12, then logging in as that customer at 03:19)Navigate to the products associated with the pricing rules you linked to the customer group.
Confirm that the B2B prices (including wholesale and quantity pricing tables, if applicable) are displayed correctly according to the rules and display settings you configured.
(Screenshot examples: Clay Pad at 04:12, Clay Mac at 05:41, Clay Book Air at 07:22, Clay Phone at 08:06)Check the pricing reflection in the cart and checkout as well.
(Screenshot examples: Cart at 04:41 & 06:09, Checkout at 04:48)
Customer Group Strategies (Recap)
As mentioned briefly, you can strategize your customer groups in several ways:
Groups based on discount tiers: Create groups like Gold, Silver, Bronze, each mapped to pricing rules offering different discount levels (e.g., 30%/20%/10% off retail).
(Timestamp 08:44)Groups based on products: Control which product catalogs different customer groups can see and purchase by mapping groups to rules that only include specific products or collections.
(Timestamp 09:05)Groups based on pricing rules type: Differentiate groups by the type of pricing they receive.
Gold group: Might get manually set (stable) wholesale and quantity prices.
Silver group: Might get automatically calculated (potentially variable) wholesale and quantity prices linked to retail.
Bronze group: Might get automatically calculated simple wholesale prices only.
(Timestamp 09:38)
Combine these strategies to create the B2B pricing structure that best fits your business needs.