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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 and configuring the pricing display block, you need to assign these rules to specific customer groups. This will complete the pricing setup and customers configured in the customer groups will start seeing the B2B prices.
Step 1: Creating a customer group
From your Clay app dashboard within Shopify, click 'Customer Management' in the left-side navigation menu of our app
Click the 'Create customer group' button in the top right corner
Step 2: Configuring customer group
Enter a descriptive name for this group in the Customer group name field (e.g., "B2B Approved Customers")
Note: This name is for internal use only
Step 2.1 Define Group configuration
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
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)
Please add the above tag to the relevant customer in our app
Note: Please add only one tag associated with B2B pricing per customer
Step 2.2 Define pricing configuration
Under Pricing configuration, you will link the pricing rules you created earlier to this customer group
Click on 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
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.
Note: The order in which you add the rules here is the priority order in which you want them to appear i.e if for Product A: B2B prices exist in Rule 1, 2 and 3 then priority will be given to Rule 1
Step 3: Activate and save the Customer group
Under Group summary, change the Status dropdown from Draft to Active
Click the Save button in the top right corner
You will see a confirmation message: "Customer group saved successfully"
Step 4: 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)
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
Check the pricing reflection in the cart and checkout as well
Bonus: How to create a strategy to define customer groups
Customer groups can be defined 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)
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
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
Combine the above options to create the B2B pricing structure that best fits your business needs. Please reach out to us on support@clay-commerce.com if you have any further questions.