Managing Customer Groups: Difference between revisions
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After you accessed the admin area of your website, click on '''Orders/Customers''' and '''Customer groups''' tabs. You can insert a customer group by clicking on the corresponding button, or manage the existing customer group by clicking on it and then on '''Edit, Edit Customers''' and '''Delete''' buttons. | After you accessed the admin area of your website, click on the '''Orders/Customers''' and '''Customer groups''' tabs. You can insert a customer group by clicking on the corresponding button, or manage the existing customer group by clicking on it and then on the '''Edit, Edit Customers''' and '''Delete''' buttons. | ||
[[File: | [[File:Cust groups sett1.jpg|alt=|none|thumb|801x801px]] | ||
If you click on '''Edit''' button, you can specify the different settings for this group. For example, if you check the box next to '''Is Tax Applicable?''' option, the tax (VAT) will be '''applied''' to this group. If you switch on '''Accumulative discounts,''' you can specify the '''%''' of the discount this group will have depending on the amount spent (For example, the minimum one-off spent amount should be '''1000'''. If a customer from this group spends this amount, | Additionally, you can use the option to assign product categories and products for show to a specific customer group. Only the assigned categories and products will be visible to this customer group. | ||
[[File:Cust groups sett2.jpg|none|thumb|800x800px]] | |||
If you click on the '''Edit''' button, you can specify the different settings for this group. For example, if you check the box next to the '''Is Tax Applicable?''' option, the tax (VAT) will be '''applied''' to this group. If you switch on the '''Accumulative discounts''' option''',''' you can specify the '''%''' of the discount this group will have depending on the amount spent (For example, the minimum one-off spent amount should be '''1000'''. If a customer from this group spends this amount, they will get a '''1%''' discount. If a customer from this group spends '''2000,''' they will get a '''2%''' discount and so on). | |||
[[File:1291 Customer groups edit.jpg|alt=|none|thumb|800x800px]] | [[File:1291 Customer groups edit.jpg|alt=|none|thumb|800x800px]] | ||
If you want to default a customer group either to the '''default user group''' or the '''default visitor group,''' click on '''Settings, Configuration''' and '''Customer Details''' tabs. Click on the required group and then on '''Edit''' button. | If you want to default a customer group either to the '''default user group''' or the '''default visitor group,''' click on the '''Settings, Configuration''' and '''Customer Details''' tabs. Click on the required group and then on the '''Edit''' button. | ||
[[File:1292 Default user group edit.jpg|alt=|none|thumb|800x800px]] | [[File:1292 Default user group edit.jpg|alt=|none|thumb|800x800px]] | ||
Select the required group from the drop down list, so this group will be either the user group for non logged users or the user group for new customers. | |||
[[File:1293 Default user group Basic.jpg|alt=|none|thumb|801x801px]] | [[File:1293 Default user group Basic.jpg|alt=|none|thumb|801x801px]] | ||
Latest revision as of 15:16, 14 September 2023
After you accessed the admin area of your website, click on the Orders/Customers and Customer groups tabs. You can insert a customer group by clicking on the corresponding button, or manage the existing customer group by clicking on it and then on the Edit, Edit Customers and Delete buttons.
Additionally, you can use the option to assign product categories and products for show to a specific customer group. Only the assigned categories and products will be visible to this customer group.
If you click on the Edit button, you can specify the different settings for this group. For example, if you check the box next to the Is Tax Applicable? option, the tax (VAT) will be applied to this group. If you switch on the Accumulative discounts option, you can specify the % of the discount this group will have depending on the amount spent (For example, the minimum one-off spent amount should be 1000. If a customer from this group spends this amount, they will get a 1% discount. If a customer from this group spends 2000, they will get a 2% discount and so on).
If you want to default a customer group either to the default user group or the default visitor group, click on the Settings, Configuration and Customer Details tabs. Click on the required group and then on the Edit button.
Select the required group from the drop down list, so this group will be either the user group for non logged users or the user group for new customers.
