Task № 0227 · Completed 2020 · Wholesale distributor

Customer Tags and Segmentation

A distributor entering many manual orders wanted discounts applied automatically based on customer group.

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2 to 4 business days
Turnaround, from quote to live
Medium
Task complexity
Dawn
Shopify theme
2020
Year completed
01

The request

“I'm trying to find a way to apply discounts based on customer group, or set different pricing per group. We enter a tremendous number of manual orders and can't apply discounts by hand each time.”
Typical request
Paraphrased from merchant tickets in this category

Manual discounting at scale was a time sink.

02

The approach

We set up customer tags for each group and automatic pricing rules tied to those tags, so orders for tagged customers get the right pricing without manual entry, including draft orders.

03

What we shipped

  • Customer groups by tag
  • Automatic pricing per group
  • Applies to draft and manual orders
  • Managed from the Shopify admin

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