Restrict shipping and payment options per customer group/tags?

[DRutstrom]

Hi,

We're migrating from BigCommerce Enterprise to Shopify Plus for a variety of reasons, but we've stumbled upon an issue here.

Basically we would want our B2B customers to be able to pay with CC and Invoice and not enjoy the free shipping tier we offer our B2C customers. I guess the free shipping thing would be possible to manage via some sort of discount rule instead, but preferably not.

And B2C customers should be able to pay with PayPal, CC, and not Invoice.

Is there ANY way of making this happen with one store and the wholesale channel? Having two stores will be sort of a management nightmare for the warehouse/shipping crew I guess, and also a lot of extra work regarding the dual setup, design, app implementation, etc - if there are no options to make a carbon copy of the initial store?

We are open for most solutions, app-based, script-based or development suggestions. But the most important thing to solve right now is Invoice for B2B and not as an option for B2C as well as the other way around with PayPal.

/David

[DavidNZSSI]

Hey David! I'll just offer another third-party solution here for you to consider. You can use our shipping automation app Starshipit to achieve this – it's got pretty comprehensive tagging and rules features. You can read about tags and rules here.

[AlexHeard]

Hello David,

You can restrict shipping and payment options per customer group using the PayRules: Hide Payment Methods app. Here's how you can do it:

Create a rule for B2B customers:

1. Add "Invoice" in the "Additional payment methods" field.
2. In the "Customer tags" field, select "Hide if not found" and enter the B2B tag.

Create a rule for B2C customers:

1. Choose "PayPal" and "Stripe" if that’s your credit card gateway from the "Select payment methods" field.
2. In the "Customer tags" field, select "Hide if not found" and enter the B2C tag.

This will ensure the appropriate payment and shipping options are shown based on customer groups.

[Rohan-developer]

Hello David,

You can use the ShipRight app to hide the free shipping option for your B2B customers based on customer tags. Here’s how:

1. Open the app and click the "Add a new rule" button.
2. Click “Add a new condition” and select "Customer tags"
3. Choose "Hide if found" , then enter your B2B customer tag (e.g., “B2B”) in the  "Customer tags" field.
4. Enter your free shipping (e.g., “Free Shipping”) method in the " Additional shipping methods" field.
5. Save the rule by clicking the "Save" button.

Now, B2B customers won’t see the free shipping option at checkout. You can follow Alex's answer above for payment methods like Invoice hiding.