Set up prices for customer groups
Customer-group pricing lets you prepare a different price arrangement for a named audience such as Trade. Define the intended base prices, option amounts and eligible customers before changing a whole range.
1. Review the shared settings
Open Global Settings → General → Shop and ePOS. Review Enable user groups? and Enable advanced pricing?. For webshop use, review Customer account functionality as well. Apply only the intended settings through Save Settings, then reopen them.
2. Create or review the group
Use Orders & Customers → Customer Groups. Check for an existing group before adding another. A group called Trade does not itself define the product prices.
3. Prepare the product prices
Check each product’s General price and Advanced Pricing rows. Distinguish a group’s base-product replacement from the additions for selected options. Work out representative public, group and variant examples before saving.
4. Assign the intended customers
Find the correct customer and review their group assignment. Check the saved assignment and the actual user/customer selected at the till or signed in to the webshop.
5. Check public and group results
Compare the intended product and option for an unassigned/public customer and an assigned group customer. Keep tax, currency, other discounts and any webshop price adjustment consistent while checking the result. Check each sales channel you intend to use.
Example: Trade customers buying a larger size
Review the Trade base amount and that size’s option amount separately. Do not start by making every base price the lowest selling price; use the worked pricing examples to identify which amount replaces a base and which amount is added.
Worked task: prepare a Trade price for a bag
Suppose the ordinary base price is £20, the larger-size addition is £3, and your intended Trade arrangement is a £15 base with a £2 larger-size addition. These figures illustrate the components before other price adjustments, discounts, currency or tax effects; use your own agreed amounts.
- Find the intended Trade group, then check which customers should belong to it. Do not make Trade the default merely to give one customer trade pricing.
- Open the bag’s General tab and check the standard £20 base. In Advanced Pricing, find Trade’s Base product price row and set its intended £15 override.
- Find the larger-size row under the same Trade heading. Enter the intended £2 option amount there. This is an addition to the Trade base, rather than the complete price of the larger bag.
- Review and save the product deliberately, then reopen the same product and compare both Trade rows.
- Assign the intended customer to Trade, save and reopen that customer. Check the actual customer selected for the till sale or signed in to the webshop.
- Compare the same bag and larger-size choice for ordinary and Trade customers in each channel you use. Keep other price rules consistent.
| Illustrated comparison | Calculation before other effects |
|---|---|
| Ordinary larger bag | £20 base + £3 option = £23 |
| Trade larger bag | £15 base + £2 option = £17 |
If the Trade result is £18 in this example, check whether the standard £3 option addition is still being used before changing the £15 base. If a further discount applies, record it separately. Do not change the group’s Loyalty percent to correct a product selling price.
Keep a useful price comparison
For each case, note the product/SKU, complete option selection, customer group, sales channel, expected calculation and actual displayed result. Compare the product page or till line with the basket total as appropriate. A saved override is only one part of checking the final price, and a group name alone does not confirm the customer’s eligibility.
Troubleshooting
If the price differs, check the saved group assignment, actual selected customer/session, product/option row, Default/Override choices and active discounts. Keep the expected calculation and observed result before changing several price rules.
When prices change across a range
Use the individual product’s Advanced Pricing rows when you intend to change only a particular group or option amount. For a range-wide rule, review Bulk Price Update and its product/group scope first. Selecting a group in that updater adds existing group overrides to the standard product update; it does not isolate the change to that audience. Check a representative standard price and every included override before proceeding with the rest of the range.
