Customer Groups

Working with Customer Groups

Customer groups let you give a set of customers their own discount or tax treatment, such as wholesale buyers, VIP members or staff.

Groups Belong to One Store

A customer group belongs to the store that created it. A customer who shops at several Cartly stores can be in a different group at each one, and a group's discount or tax exemption applies only in the store that owns it. Putting a customer in your "Wholesale" group changes nothing for that customer in other stores.

In your store, a customer is in one group at a time, or in none.

Creating a Group

Open Groups in the Sales section of the admin sidebar and click New Group. Give the group a name (for example "Wholesale" or "VIP") and choose:

• Discount type: none, a percentage off, or a fixed amount off. The discount applies to the orders of members of this group.
• Tax exempt: no tax is applied to the orders of members of this group.

Customers do not see their group.

Assigning Customers to a Group

• From the customer profile: open the customer, find Customer Group, pick a group and save. Pick No group to remove the customer from their group.
• In bulk: on the customer list, select up to 100 customers and use the bulk action to assign them to a group. Only customers who have ordered in your store can be assigned this way; guest accounts cannot.

Assigning a customer to a new group replaces the previous group in your store. The change applies on the customer's next cart or checkout.

Removing a Group Discount

Setting a customer to No group, or changing the group's discount type to none, takes the group discount off from their next checkout.