Groups

Mecka’s Groups feature lets you segment customers and apply specific pricing rules to each segment.

This helps streamline pricing management for multiple customers without having to manually set prices for each one.

Groups are created two ways:

1. By you selecting which of your current customers you want to put in a group
2. By creating a group and then sending a link to new customers so that they can add themselves

Example: Customers who buy in large volumes might be assigned to a **Wholesale 12%** group, while new customers might go into **Wholesale 10%**.

Groups is a feature only in the B2B section of Mecka currently.   Only companies can be added to a group and not individuals.

Set the Price Sheet

Before you can assign customers to a group, you will need to create the Price Sheet that you will want to ultimately use.

Assign Customers

Once your Price Sheet is in place, hover your mouse over the Sales drop-down menu at the top of Mecka and select Customers.

The Customers page will appear.

Click on the tab named Groups.

This will open up the Groups page.

You will see:

• A field to add a new Customer Group
•  A list of existing groups with the customers assigned to each group.

Create a New Group

Enter the name of a group (e.g., *Wholesale 10%*, *Wholesale 12%*, *Preferred Customers*).

Click **Add New**.

The newly created group will appear in the Customer Groups window.

Click on the Edit Pencil next to your new group.

Choose which of your current customers that you want to add to this group.  Click on the single arrow to assign them to the group.

Note: If you want to have all customers then click on the double-arrow.

Now click on Price Assignments and you 

Selecti

3.  Define the pricing rules for the group:

    *   Add brands and their associated prices or discounts.

    *   These prices will apply to all customers in the group unless overridden.

### **Step 3: Assign Customers to a Group**

1.  Select the group you created.

2.  Add customers to the group from your customer list.

3.  Behavior:

    *   If a customer already has a price for a brand, that price **will not be replaced** by the group price unless you choose to override.

    *   If the customer does not have a price for a brand, the group price will be added.

### **Step 4: Override Existing Prices (Optional)**

*   To replace all existing prices for customers in the group with the group’s pricing:

    1.  Check the **Override Existing Prices** box.

    2.  This action will apply the group pricing to all customers, replacing any previous assignments.

    3.  The override action is logged for auditing purposes, so you can track who made the change.

### **Step 5: Unassign Customers**

*   If you remove a customer from a group:

    *   Their existing price sheets remain unchanged.

    *   No automatic rollback occurs.

### **Step 6: Share Group Sign-Up Links**

*   When you create a group, Mecka automatically generates a **preferred link**:

    1.  Copy the link and share it with potential customers.

    2.  When they sign up using this link:

        *   They complete a one-step registration (company info only).

        *   They are automatically assigned to the group and inherit its pricing.

*   Use cases:

    *   Create event-specific groups (e.g., *SEMA Pricing Group*) and share the link for promotional discounts.

### **Important Notes**

*   Currently, Groups are available for **B2B customers only**. B2C functionality is planned for future updates.

*   All actions (such as overrides) are recorded for auditing and accountability.

Group Name *

Wholesale Canada

• Summary: Added GroupCode to EntityGroup and implemented generation of preferred-account signup links that auto-assign signing-up companies to a customer group via EntityRelationship.

CtÄorner Group

Preferred 82B Customer Link

Share this link with potential customers to automatically enroll them in this group

A few months ago, you had asked if Mecka had the ability to have acustomer have a link so that the link could be shared to distributorswho would share on behalf for you where customers could sign up on theirown and automatically be assigned a defined price.

I'm happy to announce that that feature has been built now.

You can find it on the Customers page.

I've gone ahead and pre-created an example group for you to accessthe feature:

https://out100k.0ffice.com/maiI/inbox/id/AAQkAGMOZjIiNTUzLT15YTgtNDNkMi1hOGY3LTJIYTFiZjk5ZDM5NgAQAOXYZr55%2BuVAujhNmVOBgms%3...

I've assigned less 20% as a default for people who get assigned tothe group

If customers already have a price and you add them to the group, itwon't replace what's shared to the customer unless you check the replaceor remove existing price assignments. This way, customers can be part ofgroups but be shared a specific price (aka, the good cousin is part ofgroup but gets a bigger discount 'cause he's good).

On the third tab is the unique link that will bring customers to asignup page where when they complete, they'll automatically inherit theprice sheets for the brands in the current group:

Note that if you're looking to kick the tires and test, you'll needto do it from another browser/private session as Mecka knows you are anemployee of AB and won't allow you to sign up for AB.

https://outlook.0ffice.com/mail/inbox/id/AAQkAGMOZjliNTUzLT15YTgtNDNkMi1

This is a completely new screen which combines Personal and Companywhereas the original flow for inviting customers was that the customercould just be a person or a company.

Let me know if you have any questions!