Price Lists, Customer Groups and Who Sees What

Visibility rules decide which buyers can see and buy which products. Getting them right protects margins and keeps the catalog relevant to each account.

Segment with intent

Customer groups are powerful but easy to overuse. Create groups only when they change something real: a price, a visible assortment or a payment option. A group for every account turns into an unmaintainable spreadsheet within a year.

Test as the buyer

The most common pricing bug is a rule that works for the admin and fails for the buyer. Build a habit of previewing the storefront as a representative account from each group before launching any change to prices or visibility.

Key takeaways

• Create a customer group only when it changes an outcome

• Review group membership on a schedule

• Always preview changes as a real buyer