How to organise customers into groups
Web
Updated Aug 2026
Organise customers into groups — retail, wholesale, VIP — to treat each type consistently: apply group pricing, report by group, and understand who your buyers are. Groups are broader than tags/segments and often drive pricing.
Step by step
- Create groupsWeb: create customer groups (e.g. Retail, Wholesale).
- Assign customersPut each customer in a group.
- Use themDrive group pricing and report by group.
Where to find it
Web: the customers / client-groups area.
Frequently asked questions
Can I group my customers?
Yes. Create customer groups like retail, wholesale or VIP, assign customers, and use groups for pricing and reporting.
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