Groups Overview

A wholesale group is the central concept in Wholesale B2B Suite. Every customer who gets wholesale pricing belongs to exactly one group, and every price rule is attached to exactly one group. If you think of groups as the spine of your wholesale program, the rest of the app makes a lot more sense.

What a group is

A group is four things in a trench coat:

1. A name and slug — Tier 1 — 15% off becomes the slug tier-1-15-off.
2. A baseline discount — either a flat percentage or a fixed-price override that applies to every product in your catalog.
3. A priority order — when a customer somehow ends up in two groups, the higher-priority group wins. (We try hard to prevent this, but it can happen via manual tagging in Shopify.)
4. An auto-tag — usually wholesale-<slug>. This is the Shopify customer tag that gates the discount at checkout.

The Groups page with two groups configured. Drag handles on the left set priority order.
📸 TODO: save image to public/images/groups/overview-list.png — capture from /app/groups

Groups vs. customer tags

This is the part that catches people out, so it’s worth being explicit.

When you add a customer to a group, the app writes a Shopify customer tag of the form wholesale-<slug> onto that customer. That tag is what applies the discount at checkout. The group settings live in the app; the tag lives in Shopify, and Shopify is what the checkout sees.

The practical implications:

• The tag is the source of truth at checkout. If a customer has the tag, they get the price. If they don’t, they don’t.
• Removing a customer from a group removes the tag. This usually takes effect within seconds.
• Manually adding the tag in Shopify also works, but the app won’t know about that customer until you also add them in Customers. Always prefer adding through the app.

Note

If you change a group’s name, the slug does not change automatically — changing slugs would break every tagged customer. The original slug is locked in once the group is created.

Picking a group strategy

Most stores end up with one of three patterns:

• One catch-all group. Everyone wholesale gets the same discount. Easy to manage; less flexibility.
• Tiered groups. Tier 1 = 10%, Tier 2 = 15%, Tier 3 = 20%, etc. You promote customers between tiers as they spend more.
• Per-segment groups. Distributors get one set of prices, retailers another, brand reps another, with very different per-product rules.

You can mix any of these — the app doesn’t impose a structure. Start simple and add groups as the need shows up.

What’s in this section

• Create Your First Group — step-by-step setup.
• Manage Customers — add, move, and remove buyers.

For prices that vary by product, see Price Rules. For quantity-break pricing, see Volume Pricing.