Customer Groups

Customer Groups let you assign automatic pricing benefits (e.g. Gold = 20% off, Wholesale = $10 off) to specific customers. When a member places an order through the storefront checkout, the discount is applied automatically — no coupon code needed.

#Creating a customer group

1. Open the admin panel and go to eCommerce → Customer Groups.
2. Click Create and fill in:
   • Name — what the group is called (e.g. "Gold").
   • Description — optional, for your reference.
   • Discount type — Percentage or Fixed amount.
   • Discount amount — the percent off (for percentage) or the dollar amount off (for fixed).
   • Enabled — leave on for new groups. Disabled groups don't apply discounts and can't be used for coupon group-restrictions.
3. Save.

#The Default group

Every tenant has exactly one Default customer group, seeded automatically when the ecommerce plugin is installed. Customers who haven't been assigned to any other group are treated as Default — they get no discount and don't qualify for "All customer groups" coupons.

• The Default group's discount is fixed at 0% and cannot be changed.
• You can rename "Default" to whatever you like (e.g. "Standard", "Retail") — the system identifies it by an internal flag, not by name.
• You cannot delete the Default group. Disable groups you no longer want to use instead of deleting.

#Assigning customers to a group

1. Open eCommerce → Customers in the admin panel.
2. Find the customer you want to assign. You can only see customers who have placed at least one order, or who have logged into the storefront checkout at least once.
3. Click Edit.
4. Pick a group from the Customer group dropdown. Leave it on Default (the placeholder) to keep the customer off any tier.
5. Optionally toggle Tax exempt if this customer should bypass sales tax. (See Tax Exempt.)
6. Save.

You can also manage members directly from the group's page: open the group, scroll to the Customers section, and use Add customer to bring an existing customer into the group.

#How the discount is applied at checkout

The discount kicks in once the customer logs into the storefront checkout. They'll see a new Customer Group line on the order summary showing the discount amount.

The math is deliberately conservative:

• The discount is computed from the regular list price of each product — not from its current displayed price.
• If the product is on sale for a lower price than the group price, the sale price wins — the customer isn't double-discounted.
• If the group price is lower than the sale price, the group wins — they get the bigger discount.
• Options surcharges and dimension pricing (e.g. extra cost for "Large" or per-square-foot pricing) are NOT discounted — only the base product price is.
• Products with "Allow customer-group discounts" turned off (per-product opt-out, on the Product edit form's Pricing section) are excluded entirely.

#Group-restricted coupons

When you create a Coupon, you can choose:

• All customers — anyone can use it.
• All customers except specific groups — anyone can use it, including guests, except signed-in customers in the groups you select.
• All customer groups — only members of a non-Default, enabled group.
• Specific customer groups — only members of the groups you select.

The coupon validates the customer's group from their authenticated session — not their email. Guests can't bypass group-restricted coupons by entering a registered member's email.

#What customers see

On the checkout summary:

Subtotal               $100.00
Coupon (SAVE5)          -$5.00
Customer Group (Gold)  -$20.00
Tax                      $6.08
Total                   $81.08

Tax-exempt customers see a Tax (exempt) row showing $0.00 instead.

The order confirmation email also includes the Customer Group line and (when applicable) a "Tax (exempt)" line.

#Catalog-wide member pricing

Signed-in members now see their member price across the whole storefront — product listings, the product page, search results, and the cart — not just at checkout. See Customer Sign-In & Member Pricing for how shoppers sign in and what they see.

#Notes

• Customers must have opened the storefront checkout at least once before they appear in the admin Customer list. Brand-new registered users who've never opened checkout aren't yet visible — they show up after their first cart load.