Customer Groups

introduction the customers groups section is the heartbeat of your sparklayer integration and allows you to manage the ordering rules for your customers it's common for b2b customers to have terms agreed when they place orders with you for example, brand new customers may only be allowed to pay via credit/debit card, whereas long term customers may have more favourable payment terms the customer groups section lets you define specific rules for specific customer groups, giving you flexibility in how your b2b customers order online this includes setting which price lists they use setting which payment methods they can use setting order limit rules (e g minimum and maximum order totals) setting additional settings (such as blocking the ability to edit an address) the default customer group by default, sparklayer has a base customer group that is a catch all for all your b2b customers if you're looking to have just a single b2b customer group then the base customer group will be sufficient any changes you make will automatically apply to all your b2b customers unless you create new customer groups understanding 'inheriting' when you see inheriting in a customer group, it means it will inherit settings from another customer group, by default the "base" for example, if your base customer group is set to a specific price list or has specific payment methods, any new customer groups you create will start off by using these same settings you can easily modify this by simply clicking the edit icon and changing them as you need what can be configured it's possible to configure the following rules 177,100 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left 1 1 unhandled content type left 1 1 unhandled content type order limits there are two types of order limits you can set for your b2b customers true 305,100 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type order limits by order total to configure order limits by order total, click the edit icon next to a customer group and under the inherited rules section, click order total limits if the customer group doesn't already have an order limit set, click the plus icon and then the order limit values you want true 110,100,100 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type please note all order values are in net pricing (i e excluding tax calculations) once you've set this, when you access the quick order on the frontend, you'll then see corresponding messaging show on the docid\ efevur a3ycjxuhvrr7t if you'd prefer to change the default language that is shown, you can use the below language strings updating language and text you can update the default text by adding code to your docid\ qwxsym9x5 pviogutekcp docid\ klrs7wtxn3wncdy8z5zvu about how to update text on sparklayer / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / translations { en { "cart validation message minimum order totals" "your order must be more than {amount} to meet the order requirements ", "cart validation message maximum order totals" "your order must be less than {amount} to meet the order requirements ", } }, / end of code / order limits by order quantity to configure order limits by order quantity, click the edit icon next to a customer group and under the inherited rules section, click order quantity limits if the customer group doesn't already have an order limit set, click the plus icon and then the order limit values you want true 110,100,100 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type once you've set this, when you access the quick order on the frontend, you'll then see corresponding messaging show on the docid\ efevur a3ycjxuhvrr7t if you'd prefer to change the default language that is shown, you can use the below language strings updating language and text you can update the default text by adding code to your docid\ qwxsym9x5 pviogutekcp docid\ klrs7wtxn3wncdy8z5zvu about how to update text on sparklayer / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / translations { en { "cart validation message minimum order item quantity" "your order must have at least {minimum} items to meet the order requirements ", "cart validation message maximum order item quantity" "your order must not exceed {maximum} items to meet the order requirements ", } }, / end of code / payment methods you can specify what payment methods are shown for each customer group by clicking the edit icon next to a customer group and under the inherited rules section, click payment methods you'll then see the following options payment methods in shopify by default, when you set up sparklayer on your shopify store, unless you're using 'upfront payment', all orders created by customers will be generated as draft orders within shopify (learn about https //help shopify com/en/manual/online sales channels/wholesale/channel/orders/process orders ) one of the big benefits of using draft orders is the ability to make changes before you then take payment and fulfil 213,100 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type when customers reach the payment step, they'll see a variety of available payment methods and can select their preference 195,100 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type how orders arrive into wix depending on which docid\ ibikczvhm085bkejiffyv you've selected, orders will arrive into wix in the following ways 186,100 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type "unpaid" orders and "paid" orders by default all payment methods other than upfront payment will be generated as "unpaid" orders wix checkout payment methods if a customer selects "pay online by card" (i e "upfront payment"), they'll be directed to the wix checkout by default, they will see all wix payment methods you have set up (e g card payment, paypal, etc) 213 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type when the customer activates the docid\ lx4 omchj6req4hiw fqn , they'll see whichever payment methods are allowed and can then select as appropriate you can also edit how these are named in docid\ lx4 omchj6req4hiw fqn price lists depending on which price lists you have set up in the docid\ ldepanhogqwegnf jhz6l section, you can assign specific price lists to customer groups click the edit icon next to a customer group and under inherited rules , click price lists if the customer group doesn't already have a price list set, click the plus icon and then choose the available price list from those shown you can also assign multiple price lists to a customer group if you want to set up more sophisticated pricing simply click add price list to select a price list please note in terms of pricing, if a product sku exists in multiple price lists, sparklayer will search through all available price lists and use the first one it finds for example product abc 123 exists in 3 price lists in price list 1 , it is $10 in price list 2 , it is $8 in price list 3 , it is $12 sparklayer will select the first price it finds in this case, product abc 123 will be shown to the customer at a price of $10 , using price list 1 address management if activated, your customers will be able to edit and add addresses via the docid\ lqxani7ivdqna09d9soap and the docid\ efevur a3ycjxuhvrr7t you can also optionally choose to prevent billing address editing by unticking "allow customers to add and edit billing addresses" please note if you've set up sparklayer to automatically synchronise addresses from another system (e g an erp), these may override updates your customers make please contact us if you're unsure credit settings if you have docid\ ywm70oquosykooiqb4z4g set up, you can optionally choose to prevent customers from being able to checkout if they exceed their credit limit stock display settings please note this feature requires upgrading your store to the latest version of the docid\ qwxsym9x5 pviogutekcp if you'd like to display stock levels to your b2b customers, you can activate the stock display and customise how this works when a customer visits a product page on your store, they'll then see their specific stock display settings as detailed in docid\ gj ao gq6oa jx0d27hys to get started, edit a customer group and under inherit rules, click stock display applying this to all customers if you want to apply this to all customer groups, simply apply the setting to the base customer group and all others will 'inherit' the settings once activated, you can then configure how the stock display works true 89,250 unhandled content type unhandled content type unhandled content type unhandled content type 1 1 unhandled content type 1 1 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type looking to enable pre ordering? you can enable pre orders and back orders in docid\ gj ao gq6oa jx0d27hys stock locations ("inventory locations") please note the stock locations feature is only available on the sparklayer growth, pro, and enterprise plan you can https //app sparklayer io/settings/plan or https //www sparklayer io/pricing/ about our how pricing works stock locations allow you to specify which stock (or "inventory") locations you want specific customer groups to see stock display settings from if your b2b store is set up with multiple stock locations (e g by geography), it's a great way to ensure your b2b customers are viewing stock dispaly settings from the relevant location for example, your store may be set up with 4 stock locations across the world using this feature, you can easily assign b2b customers to a specific geographic location, so that they can only see stock display from their specific region to begin using stock locations, click the edit button next to a customer group and you'll see the option under the inherit rules section default stock location please note, if stock locations are not specifically set, sparklayer will assume that stock will be taken across all locations setup within your store please note currently, it's only possible to select one stock location per customer group please note sparklayer's stock location feature is for stock display purposes only and will not affect which stock location is used to fulfill orders in your ecommerce platform using stock locations requires configuration within your specific ecommerce platform and we've detailed how it works below to get started, you'll nee to ensure that https //admin shopify com/settings/locations are enabled within your shopify store you can learn more about how locations work in this https //help shopify com/en/manual/locations any active locations will then be automatically synchronised to sparklayer there are a number of configurations that need to be reviewed when setting up your locations in the context of your b2b customers fulfilment details you'll need to ensure any locations that you want to use for your b2b customers have the "fulfill online orders from this location" checkbox ticked order routing you may also want to review how shopify prioritises your stock locations using https //admin shopify com/settings/shipping/order routing allowing you to customise the workflow rules for your stock control store setup (hybrid b2b and dtc) if you're store is set up to "share" b2b and dtc on the same store, it's important to note the following if you're using stock locations logged in b2b customers will be able to purchase products from the stock locations you've assigned to them for example, if a customer has the "london warehouse" assigned to their customer group and product a has 100 available from this warehouse, they can order a maximum of 100 setting up stock locations for your b2b customers will not prevent your regular (dtc) customers from purchasing the same stock depending on how your shopify store is configured, regular customers can still access the same stock and place orders sparklayer does support the ability to reserve stock and set minimum stock levels and you can docid\ gj ao gq6oa jx0d27hys please refer to our technical documentation, docid\ who9uqj6zldp88g2xwdau disable checkout by default, all customer groups are configured to allow customers to proceed through the checkout (providing they meet the order requirements) there may be some scenarios where you want to prevent a customer from being able to checkout and you can deactivate this within the "disable checkout" setting if you're using the docid 8a4opninduyfs3pup tuo , one use case would be to deactivate this setting and only allowing the customer to "submit a quote" creating new customer groups new customer groups allow you to create different rules for different customers when you create a new customer group, you'll see the following screen where you can enter a display name and a handle the handle is a unique identifier that you can then use in your ecommerce platform (e g shopify) to match with (see below for more details) synchronising customer data please note you need to always tag a customer with b2b even if you are assigning them to an additional customer group customers cannot have more than two b2b related tags assigned to their customer record in shopify for example ✅ this is correct b2b b2b vip ❌ this is incorrect b2b b2b vip b2b user for your shopify store to recognise the customer rules you set up in sparklayer, it uses the customer tag feature within shopify once a customer in shopify is tagged, when they sign into your shopify store they will see their unique b2b ordering rules such as pricing and payment methods for the most simple set up, if you're using just the base customer group , you can synchronise your customer rules with shopify by simply tagging customers with b2b as shown below if you've set up additional customer groups, the process works as follows first, within sparklayer create your customer group and give it a unique handle, e g vip under the shopify tag column, make a note of tags that are shown you'll note there is an additional tag to b2b, so in our example, the tags we want to note are b2b and b2b vip find the customer record in shopify and assign it the tags shown so for our example below, if you wanted to assign them to the vip group, you would tag them in shopify with b2b and b2b vip if the tag doesn't already exist in shopify, you can simply create is as a new tag which can then be assigned to other customers assigning customer groups please note, a customer can only be assigned to one b2b customer group if you're looking to assign multiple price lists to a customer, you can do so by docid 5 lwmnohhjbjjppg9e6vh to get started, please following the below steps within wix, go to customers & leads and click contacts you can either create a new customer or edit an existing one please note please ensure that a valid address is added and all address fields are populated make a note of the email address you’ve added as you will need to access this to login to synchronise to sparklayer, the customer must have a label of b2b assigned to them and be a site member you can set this up by clicking the add label button when editing a customer please note the following on customer groups sparklayer will only synchronise customers that have a label of b2b assigned if you have created additional https //app sparklayer io/customers/groups within sparklayer, please ensure that the labels are added to the contact record in wix exactly as shown e g b2b b2b additional group customers must be set up as site members to be able to sign in to your online store when adding a new label in wix, please ensure that it is not subsequently edited once your customers have been set up in wix (i e those with a label of b2b ), and you've assigned the customer group to at least one customer, you can then manage specific rules within the https //app sparklayer io/customers/groups you'll see a default base customer group that you can use for your b2b customers if you want to set up additional rules, you can simply click create customer group and configure accordingly for any additional customer groups you create, you'll need to update the labels on the customer record in wix to match (e g b2b and b2b account ) to simulate logging in as a b2b customer, please see ✅ testing & launching below you can also check if your customer record is syncing by using the https //app sparklayer io/data sync/customers area of sparklayer within wix, navigate to a contact record that has a label of b2b within the url, you'll see a unique id at the end of the url in the example below, the unique id is 66b4c99a 3431 47d6 995d 309e4e8c5908 with this unique id, you can then paste this into the https //app sparklayer io/data sync/customers area of sparklayer if the search results show the customer details, this confirms the customer is synchronosing correctly no configurations applicable or necessary testing a customer 🚀 see our full launch check list you can see our full docid\ yufghegoxe h7ujfcshna which covers the key steps to testing and then launching sparklayer to your b2b customers to simulate a b2b customer on your store, you can configure a sample customer within your ecommerce store ensure customer accounts are enabled you’ll need to make sure that customer accounts are enabled on your storefront so that customers can sign in within your shopify admin, go to https //admin shopify com/settings/customer accounts and select either " customer accounts " or " legacy accounts " (both are compatible with sparklayer) edit or create a customer record within your https //admin shopify com/customers , find an existing customer record or add a new one fill in all the form fields, including the address it's important that an address is specified otherwise sparklayer won't find the customer record tag the customer next, tag the customer with b2b from within the customer record in shopify, go to the tags section and type b2b into the field you can either choose from an existing tag, or add it as a new tag invite the customer if you're using shopify " customer accounts ", you can simply direct your customers to the login page and they can then enter their email to receive a 6 digit access code you can access this by going to www yourstore com/account if you're using " legacy accounts " and you're creating a brand new customer record, you'll need to click " send account invite" and then confirm the account once you've received the activation email ( https //help shopify com/en/manual/customers/customer accounts#invite customers to create accounts ) the customer will then receive an email asking them to confirm your account by setting a password should you require, you can also edit the contents https //admin shopify com/email templates/customer account activate/preview login as a customer finally, return to your website and visit the login page (e g www yourstore com/account ) and enter your details if you're using shopify "customer accounts", you'll be prompted to enter a 6 digit code that will be sent to your email you'll then see sparklayer load and you can browse your store as a b2b customer! please note if you can't access this page, make sure you have https //admin shopify com/settings/customer accounts inviting customers to learn more, please see docid\ yufghegoxe h7ujfcshna please refer to your platform for details checking a b2b customer you can also check that a b2b customer has successfully synchronised to sparklayer in the https //app sparklayer io/data sync/customers tool within the sparklayer dashboard diagnosing customer data please refer to docid 8xclbafeyxhtt5begkm58 to diagnose customer data