# Set up customer groups

> B2B vs B2C, who may buy vs quote, and automatic volume discounts — all per customer group.

Source: CBX documentation, version 4.0 preview (unreleased). Canonical page: https://docs.configbox.at/docs/4.0-preview/admin-guide/commerce/set-up-customer-groups. Last updated 2026-08-01.

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> **Audience:** store admins · **Scope:** the customer group form · **Last reviewed:** 2026-07-20

**What this does** — Customer groups are where your commercial policy lives. One form decides, per
segment: do they see tax-inclusive or net prices, may they buy or only request quotes, and which
volume discounts apply. Typical setups: one group ("everyone buys"), or a consumer/trade split
where consumers check out and trade customers get quotes and negotiated discounts.

## Before you start

- Decide your segments and what each may do. Fewer groups is better — every group is a pricing
  and permissions surface you'll maintain.
- Know which platform (site) user group corresponds to each segment — that link is how logged-in
  users land in the right CBX group.

## Steps

1. Open **Settings** and go to the embedded **Customer Groups** manager; open a group or add one:

   ![The customer group form](./img/customer-group-edit.jpeg)

2. In the top section:
   - **Name** — for the back office only.
   - **Platform Group** — the site user group that maps here. A logged-in customer's CBX
     group follows their site account; visitors without an account fall into the **default
     customer group** chosen in **Settings → Checkout**.
   - **Tax display mode** — **B2C** (prices shown tax-inclusive) or **B2B** (net prices, tax
     added at checkout). This one switch changes price display store-wide for the group.
3. In **Permissions**, shape what the group can do — each is a plain Yes/No:
   - **Enable price display in configurator and cart** — turn off for a browse-only or
     "prices on request" experience.
   - **Enable checkout** — may they place real orders?
   - **Enable Save Order** — may they save a cart for later?
   - **Enable Quotation Request** — may they ask for a quote instead of buying?
   - **Automated quotation download** / **Quote PDF attachment in notification** — whether a
     requested quote is instantly downloadable and/or attached to the email.
4. In **Discount Levels**, add up to five volume tiers — each is "for net order totals starting
   at X: a percentage or a fixed amount off, with a label the customer sees". Regular and
   recurring totals have separate tiers. The **highest tier the cart qualifies for** applies
   automatically.
5. **Save**.

## What happens next

Every visitor and customer in the group immediately gets its pricing mode, permissions and
discounts — configurator, cart and checkout included. The form's "in use" list at the bottom
shows which customers currently sit in the group.

## A worked example — consumer/trade split

- *Retail* (default group): B2C · checkout on · quotations off · no discounts.
- *Trade*: B2B · checkout on · quotations on with PDF attachment · tiers "from €1,000: 5%",
  "from €5,000: 10%".

A trade login sees net prices, can order or request a quote, and the cart shows "Volume discount
10%" by itself once the total crosses €5,000.

## Good to know

- **The default group serves guests.** Whatever you set there is your store's public face — check
  it first when "everyone" reports a pricing oddity.
- Prices can also be **pinned per group** (price overrides on products and answers) — use
  overrides for a few special prices, discounts for across-the-board percentages.
- Payment methods can be **restricted per group** (e.g. invoice payment for trade only) — that's
  on the [payment method form](https://docs.configbox.at/docs/4.0-preview/admin-guide/commerce/set-up-payment-methods).
- Rules can read the customer's group — so even the *configurator* can differ per segment (see
  [Rules](https://docs.configbox.at/docs/4.0-preview/admin-guide/rules/)).