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Every customer needs a pricing group assigned before they can order anything.

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Before you begin

Any team member can assign or change a customer’s pricing group.

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Steps

  1. Open the customer’s record and select Edit.
  2. Set the Pricing group field to the group you want this customer on. This is a single selection from all of your pricing groups.
  3. Save.
There’s no confirmation step or warning shown when you change this — the change applies as soon as you save.

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What happens next

The customer’s catalogue and prices update immediately, based on the pricing group you’ve assigned — see How FikaTrade chooses a price. If they have items already in their cart, those lines pick up the new pricing the next time they view the cart.

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If no group is assigned

Clearing the Pricing group field, or never setting one, means the customer can’t see or order any products at all — not even at your default pricing. This is the single most common cause of “my customer says they have no products.”