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Customer Groups

Customer Groups let you segment customers into logical collections for tailored pricing and operational rules. Use groups to streamline B2B pricing and apply consistent policies across many accounts.

Customer Groups

What you can do​

  • Organize customers: Create groups for industries, regions, partner tiers, or VIPs.
  • Apply pricing rules: Set discounts or price adjustments by group.

Where to find it​

Go to Customers → Groups to view the list, create new groups, and manage existing ones.

Typical workflow​

  1. Create a group with a clear name and description.
  2. Assign members manually.
  3. Optionally, configure pricing tied to the group.
  4. Review impact across Orders, Subscriptions, and Catalog.

Proceed to the next pages to learn how to create groups and manage membership. See also Pricing Rules to apply discounts or margins using customer groups.