Customers may be organized into groups based on some criteria. For example, wholesale clients, VIP customers, etc. Different group members can be provided with different discounts and offers. When members of a group log into their customer accounts in your store and visit the shopping cart, the group discount will automatically apply to the products in the cart.
How to create a customer group?
Any number of customer groups can be created based on any criteria. Any number of customers may be assigned to these groups. A customer can belong to any number of groups.
To create a group,
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In the User Management menu, select the Customer Groups sub-menu.
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Click on Add Customer Group.
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Enter the group name and description.
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Choose the customer that you want to add to this group from the customer list.
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The customer can also be filtered based on type, such as wholesale customer and customer, to add them into the group.
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Click on the Save.
How to View/ Edit/ Delete customer groups?
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In the User Management menu, select the Customer Groups sub-menu.
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Click on the Eye icon under Actions to view customer group details like Group Name, Description and Customer list.
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Click on the Edit icon to make updates to the customer group details.
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Click on the Delete icon to remove the group from the list.
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The customer group can also be filtered based on The Number of Customers and the Dates/Date range the group was created.
Set up discounts for customer groups
Admin can set up discounts exclusively for certain customer groups.
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Choose the Discounts menu and click on Add Discount.
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Enter the Basic information about the discount, discount restriction and schedule.
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In the Customer eligibility section, choose the Customer Group as the customer eligibility type. Choose the group for which this discount is to be applicable.
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Click Save Discount.
Once set up, the discount will be available for customers from that customer group. Customers must log in to their accounts to claim these discounts.
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