Customers and customer groups
Where a buyer's prices come from
A buyer's prices come from a customer group and its price lists:
Customer group
Price list
Buyer signs in
What overrides what
Each setting starts broad, and you can replace it with a more specific one. The most specific setting wins.
| What | Starts from | Replaced by |
|---|---|---|
| Prices | The customer group's price lists. | For one person, use customer pricing. |
Which sales agents can order for a customer is set on the sales agent's page, where you tick the customer groups they can see.
How a buyer's price is chosen
SparkLayer uses the most specific price list that applies, in this order:
- The customer's own price lists, set with customer pricing.
- Their customer group's price lists. A group without price lists uses the Base customer group's. If a product is in several of the group's lists, the first list it's in wins.
With no price list at any level, the buyer sees your standard prices.
Where to find it
| To do this | Go to |
|---|---|
| Find a customer and check customer sync errors | Customers (opens in your SparkLayer Dashboard in a new tab) |
| Set price lists, payment methods and order rules for groups of customers | Customers,Groups (opens in your SparkLayer Dashboard in a new tab) |
| Make a customer a sales agent and choose who they look after | Customers,Agents (opens in your SparkLayer Dashboard in a new tab) |
| Turn company users on or off | Settings,Configurations,Ordering (opens in your SparkLayer Dashboard in a new tab) |
| Turn on messages on orders and quotes | Settings,Configurations,Quotes and invoices (opens in your SparkLayer Dashboard in a new tab) |
Get your first buyer ordering
- Create a price list at Pricing,Price lists (opens in your SparkLayer Dashboard in a new tab).
- Give it to a customer group at Customers,Groups (opens in your SparkLayer Dashboard in a new tab). Use the Base customer group, or a new group with its own prices.
- Add a buyer to the group in your platform (on Shopify, with a tag). On Shopify, buyers can also apply for a trade account with a SparkLayer form, for you to approve into a group.
- Place a test order as a buyer to check their prices and checkout.
More detail
- Setup walks you through the same steps, and ticks each one off as you go. For the same steps as one guide, see Set up wholesale prices for your trade customers.
- Already have trade customers in Shopify? See Move your existing wholesale customers onto SparkLayer.
Key terms
| Term | Meaning |
|---|---|
| B2B customer | A customer who sees your B2B prices and ordering rules when they sign in. |
| Customer group | The rules shared by a set of B2B customers. Every store has a Base customer group. |
| Company user | A colleague a customer invites to share their account, with a Standard or Limited role. |
| Sales agent | A member of your team who orders on behalf of customers. |
In this section
Find a customer, check what they'll see and fix sync errors
Set price lists, payment methods and order rules for groups of customers
Tag customers into the right group, check they've synced and test as one
Let customers invite colleagues and approve each other's orders
Customise the My Account area, addresses, order statuses and redirects
Message customers and keep internal notes on orders and quotes
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