Customer groups

Permalink Customer groups

Customer groups are at the heart of B2B Market. They enable you to divide your customers into various groups to which you can assign tailored prices and discounts.

Permalink How to create a customer group

Navigate to WooCommerce -> B2B Market -> Customer Groups and click the “Create New Customer Group” button. You will be forwarded to the editing area for the new customer group.

Permalink How to name a customer group

Give your new group an individual name. Please note that this name will appear in a number of places, for example during customer registration. We therefore recommend an understandable, easily repeatable name rather than a complex ID.

Permalink Group prices

Group prices are the quickest way to grant a discount to an entire group. To give an example, you might want to give a customer group a 5% discount on all products. You do not have to enter a basic price.

Permalink Bulk prices

Bulk prices (which essentially amount to bulk discounts) apply when the customer’s cart contains a certain quantity of the same product, either because they specify that quantity during the order process or enter it in the cart itself.
Bulk prices typically take one of the following forms:

• Discount (%): Orders for 5 or more units of Product A are subject to a 5% discount per unit.
• Fixed price:: Orders for 100 or more units of Product B are charged at a flat rate of $200.
• Discount (fixed value): Orders for 15 or more units of Product C are subject to a €2 discount per unit.

Tip: If you enter “0” in the Maximum Quantity field an upper limit will not be set. After you save your settings this will be signified by an infinity symbol.

Bulk prices are again an optional feature.

Permalink How to apply prices

The most important setting when creating a customer group is Apply Prices. It is here that you select which products your group and sliding-scale prices are to be applied to.

NB: Even if you want your group and sliding-scale prices to apply at product level you still need to set them here.

There are three options available:

• Products: Select individual products from your shop (use this option if you only want to apply discounts to a few products)
• Category: Select individual product categories from your shop (use this option if you want to apply discounts to a large number of products in specific categories)
• All Products: The price adjustments will be applied to all products available to the respective customer group

NB: It is possible to combine the “Products” and “Category” options (e.g. Product A and categories B and C). The “All Products” option, on the other hand, overwrites every setting created using the other two options without exception.

Permalink Blacklist

Blacklists enable you to hide specific products from particular customer groups.

There are two options available:

• Products: Hide specific products from this customer group when they browse your shop
• Categories: Hide entire product categories from this customer group when they browse your shop

How to convert a blacklist into a whitelist:

The last option converts your previous selection from a blacklist to a whitelist.

Allow us to explain with the aid of the following short example:

You create a blacklist which places restrictions on access to Product A and Category B. When a customer from the customer group in question visits your shop they will be able to see all your products EXCEPT those subject to the above restrictions.

If you activate the Convert to Whitelist option without changing the existing restrictions the same customer will ONLY see items classified as Product A and/or Category B when they visit your shop.

Permalink Discounts

This option enables you to set discounts for a customer’s entire order. The discounts are applied automatically when the customer views their cart.

First order:

This discount only applies to the first order received from a customer account.

Discount Name
The discount name is used to clearly label the discount in the cart.

Discount and Discount Type
Use this setting to define how much of a discount you wish to offer. “Discount” defines the value of the discount in Euros, while “Discount Type” defines the type of discount to be applied (percentage or fixed value).

Restrictions:
Here again you can opt to apply the discount to specific products/categories or to all products.

NB: If the cart contains a product not listed in the restrictions the discount will be calculated to the exclusion of that product (i.e. a global discount will not be applied to the whole order).

Products from specific product categories

This discount is applied when the cart contains a particular quantity of products from a particular category.

Quantity
This setting defines the quantity of items per category that needs to be reached in order for the discount to be applied.

Discount and Discount Type
Use this setting to define how much of a discount you wish to offer. “Discount” defines the value of the discount in Euros, while “Discount Type” defines the type of discount to be applied (percentage or fixed value).

NB: If the cart contains a product not listed in the restrictions the discount will be calculated to the exclusion of that product (i.e. a global discount will not be applied to the whole order).

Permalink Tax settings

You can use the tax settings to configure additional functions for B2B groups. To give an example, you may wish to show net prices in your shop or integrate VAT number validation into the registration process.

NB: Prices will only be given as net prices in the shop and on product pages. When the customer views their cart or reaches the checkout prices will once again be shown as gross prices including VAT.

You need the German Market add-on EU VAT Check if you want international customers to be able to make VAT-free purchases in your online shop. The add-on uses the address provided by the customer during the checkout process to validate their VAT number and, if they are found to be eligible, removes VAT from their order.