Assign a pricing tier

In the Company editor → Customer group tab → pick a Customer Group from the dropdown.

What happens:

• Every contact of this company gets the group's tag immediately (e.g. wholesale-gold)
• New contacts added later also get the tag automatically
• Existing wholesale/volume pricing rules that target "Customer Group → Gold tier" apply at checkout — no rule changes needed

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Example

Customer Group "Gold tier"        tag: wholesale-gold
  ↓
Wholesale Pricing rule
  "Gold tier — 20% off"
  Eligibility: Customer Group → Gold tier
        ↓
Company "Acme Distributors"
  Assigned to: Gold tier
  Contacts: Jane, Tom, Priya
        ↓
Result: Jane / Tom / Priya all see 20% off at checkout

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Changing the tier

Switch the dropdown to a different group → all contacts of this company get re-tagged:

1. Old tag removed (unless a contact is also linked to another company that uses the old tag)
2. New tag applied

Switch back to No group assigned → all contacts lose the tag.

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What if a contact is in 2 companies?

You'd see a warning in the reconcile script output. The app doesn't auto-resolve this — you decide which company owns the contact. We recommend keeping each customer as a contact of one company at a time.

If two of your companies legitimately share the same buyer (rare), tag conflicts are handled gracefully but the customer's effective tier becomes whatever was applied last.

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Inactive companies

Setting a Company's status to Inactive does NOT push the tier change. Inactive companies hold their contacts dormant — tier is intentionally NOT applied. Flipping back to Active re-applies the tag.

Use this when:

• You're pausing an account temporarily (suspended, late payment, off-season)
• You want to keep the contacts on file but stop their wholesale discount

See Status for details.