Customer Groups

What are groups? #

In B2BKing, customers can be organized into groups. You can create multiple groups and then assign each customer to a specific group.

Then for each group you can control aspects such as available payment or shipping methods, products (catalog) visibility, product pricing, discounts, minimum orders etc. Groups provide a simple and flexible way of creating a different experience for different B2B customers.

The main groups panel is accessed via B2BKing -> Groups:

Here you can find the following:

(A) Two default B2C groups:

• Logged Out Users
• B2C Users (logged in)

(B) Business (B2B) groups

The B2B groups option allows you to edit and create an unlimited number of groups.

When you open each group, you can see the following panel that allows you to control shipping and payment methods for that group:

What can be done through groups? #

You can control a large number of options based on groups, such as:

• Available shipping methods
• Available payment methods
• Minimum order amount
• Maximum order amount
• Specific price for a category or product
• Hidden price for a category or product
• Tax exemptions
• Fees
• Discounts
• Required multiples (box quantities)
• Free shipping
• Offers can be made available to specific groups
• Product/Category visibility can be set for specific groups
• etc.

B2BKing provides these and many other features that are integrated with groups at a deep level.

Example

Here is an example of how you can set a specific product's visibility based on groups:

Example 2

We configure a discount rule that provides a 5% on a specific product, if the user orders at least 100 products and at least $1000 in value for the "Factories" group. This can be done through dynamic rules as you can see in the next image:

Group Integration with Registration #

Another important aspect of how groups work within B2BKing is registration. When customers register and choose a specific registration role, they can be automatically assigned to a group.

For example, in the next image, the "Walmart employees" registration role is automatically assigned to the "Walmart" group.

What this looks like in the registration panel:

B2BKing introduces registration roles and custom registration fields assigned to each role. For more information, see the dedicated "Registration" documentation article.

Groups are also fundamental to how manual user approval works. When manually approving a user, you can choose which group to assign the user to, as shown in the next image:

As you can see, groups are deeply integrated within B2BKing at all levels, and provide an easy way to control the experience of your B2B customers.