Customer Group Assignment
Articles in this section:
Assigning a Customer to a Group
Changing a Customer's Group
How Group Assignment Affects Pricing
Assigning a Customer to a Group
Assigning a customer to a group is what activates B2B pricing for them. Without a group, no special pricing applies.
Key points:
Open the customer's details page in Netwise.
Click the Customer Group field and select the appropriate group.
Save the change — the customer is now part of that group.
The customer will immediately see the catalog prices linked to that group on your storefront.
Important: Customers added via the Applications module are assigned to a group during the approval step — no separate action is needed.
Changing a Customer's Group
You can move a customer to a different group at any time — for example, when they qualify for a different pricing tier.
Key points:
Open the customer's details page.
Select a new group from the Customer Group dropdown.
Save the change — the new group takes effect immediately.
The customer's pricing updates automatically based on the new group's catalog.
There's no need to log the customer out or refresh anything — the change is instant.
Example: A customer starts in your "Standard Wholesale" group. After a year of high-volume orders, you move them to "VIP Buyers." They immediately start seeing VIP pricing on their next visit.
How Group Assignment Affects Pricing
The Customer Group is the core of how B2B pricing works in Netwise. It connects a customer to a specific catalog and set of pricing rules.
Key points:
Each Customer Group has an assigned catalog with custom prices.
When a customer is placed in a group, they automatically see that group's catalog prices.
If a group has an extra discount, that discount also applies to the customer's cart.
Minimum order values and shipping rules tied to the group also apply to that customer.
Moving a customer to a different group changes all of the above instantly.
What pricing a customer sees is entirely based on their group — nothing else.