Customer groups

Last updated on 2023-01-25

Add customer groups with special prices or preferred delivery methods. Whether they are VIP customers, partners, distributors or wholesalers.

How to access customer groups?

  1. Access your website administration using your access details.
  2. From the side menu, selectUsers and then click onCustomer groups.
  3. This will take you to your summary view of customer groups on the platform.
  4. From here, you can manage your groups.

Create a customer group

  1. Via the side menu, go toCustomer groups.
  2. Click on Add group.
  3. Fill in the required information (FR/EN):
    1. Title
    2. Description (optional)
    3. Color
      1. This allows you to add a color tag for the administration display of your customer groups.
    4. Category restriction
      1. Determine the access allowed to this customer group on the product categories.
  4. Save.
  5. Once the basic information is filled in, you have access to various settings.
    1. Determine other payment options via the Pay later drop-down menu.
    2. Via the Shop parameters tab, determine whether the customer group has a specific ordering process.
      1. Among other things, you can activate the Purchase order and Notes fields.
    3. On the Payment settings tab you can determine whether the customer group has specific payment methods.
      1. Among other things you can activate the Charge to account, Credit to account and Credit card payment.
    4. Via the Shipping tab, determine whether the customer group has specific delivery methods.
      1. Among other things, you can activate free shipping and store pickup, as well as set up a shipping fee.

View the list of users belonging to a customer group

Via the Customer groups module

  1. Via the side menu, go toCustomer groups and access the relevant client group.
  2. Click on the Users tab.
  3. You will find a list of users belonging to this group.

Via the Customers module

  1. Via the side menu, go toCustomers.
  2. Use the drop-down menu to select the desired customer group.
  3. The list of customers will be filtered automatically.

Assign users to a customer group

  1. Via the side menu, go toCustomer groups and navigate to the relevant client group.
  2. Click on the Users tab.
  3. Via the Users not included filter, select the users to be included in the group.
  4. Save.

You can also manage the customer group assigned to a user via his or her master record.

Delete a customer group

  1. From the side menu, go toCustomer groups.
  2. Hover over the option iconof the group you want to delete and click on the trash can .
  3. Confirm the deletion.

Via the record of a customer group

  1. From the side menu, go toCustomer groups and access the record of the group to be deleted.
  2. Click the arrow to the right of the Save button and select Delete.
  3. Confirm the deletion.
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