customer groups (agents /represnetatives)

Shopify Discussion
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Topic summary

Implementation strategy sought for a Shopify store to differentiate and manage two customer groups—agents/representatives with tiered discounts versus general retail shoppers.

  • Sales split: ~70% B2B agents/representatives (with multiple discount subgroups), ~30% retail online.
  • Requirements: Persistent customer group identification from login through marketing segmentation, sales processes, customer service workflows, and billing/invoicing, ensuring discounts and access carry over end-to-end.
  • Context: Poster is new to Shopify (coming from WordPress) and is looking for best-practice guidance.
  • Tags suggest emphasis on billing plans and discounts.

Status: No solutions or tools proposed; no decisions made. The thread remains open with the core question unanswered—how to implement cross-system customer grouping and discount tiers in Shopify.

Summarized with AI on February 23. AI used: gpt-5.
1

Hi All,

Hope everyone is safe, well and happy.

New to the Shopify eco systems (ex WP), so we have a clients that sells to:

  • 70% to direct to agents/representatives with different discount levels sub groups,

  • 30% to retail online (everyone that can pay),

How would you implement the store to differentiate the two groups and subgroups? This needs to carry over from login, marketing, sales, customer service to billing/invoicing.

Thanks All

K