Customer Groups
Customer Groups are used to apply specific Tax, Product Pricing, Languages & Currencies or Sales Reps to a group of logged-in customers. They are also used with Catalog Access Restrictions to control the viewing or purchasing of specific Products and Categories for different Customer Groups.
Importing Customer Groups
Easily add multiple Customer Groups using the Importer in Customers > Customer Groups.
Use the Guide Tab to learn what data is expected to go into which columns, as well as some tips. Use the other Template tab for compiling your Customer Group data.
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Customer Groups
Your Customer Groups can be found in Customers > Customer Groups.
Customer Group Settings
Customers Groups can be configured many ways to provide functionality across use cases.
Group Information
Group Name
A title to identify your customer group. i.e. Wholesale, VIP20 etc...
Tax Class
Select a tax class to assign to your customer group from the drop down menu. You can use this setting to assign these customers to a non-taxable class so they do not get charged tax.
Login Redirect URL
This value will overwrite any other login redirect logic. If left blank, the default redirect logic will be used. Include only the URL key after the base URL of your store. For example, if you wanted to redirect customers to https://zoeydevtest.com/shirts enter only shirts
Account Management
Limit Quote By Specific Product Attribute
Using this setting you can limit the customer group from submitting quote requests based on the values of a specified product attribute. For instance if you set this to the attribute "Brand", this will block customers assigned to this group from submitting quote requests if they have items with different brand values. All brand values will have to be the same.
Limit Order By Specific Product Attribute
Using this setting you can prevent Accounts in the Customer Group from adding products to cart which do not have the chosen product attribute. For instance if you set this to the attribute "Brand", this will block customers assigned to this group from adding any products to cart which do not have a "Brand" set.
Automatic Purchase Order #s
If Automatic PO # is enabled in Setup > Payment Methods > Purchase Order, this setting allows you to enable or disable Automatic PO # for customers assigned to this group.
Sales Increment IDs
This setting must be enabled in Web Settings > Customer Settings > Customer Group Settings > Enable Group Specific Sales Increment IDs = Yes.
Use the below settings to have specific Order, Invoice, Credit Memo or Shipment ID numbers for users assigned to this customer group.
Use Order Custom Increment IDs
Setting to YES will allow you to configure custom Order IDs for this customer group.
Use Invoice Custom Increment IDs
Setting to YES will allow you to configure custom Invoice IDs for this customer group.
Use Credit Memo Custom Increment IDs
Setting to YES will allow you to configure custom Credit Memo IDs for this customer group.
Use Shipment Custom Increment IDs
Setting to YES will allow you to configure custom Shipment IDs for this customer group.
If any of the Custom Increment ID settings are enabled you will be presented with additional settings:
Order Increment ID Prefix *
Append a prefix to the order like "WHOL-" or "W04-"
Only letters, numbers, dashes, underscores, pound sign, and periods allowed. Must start with letter or number. Cannot be all numbers. Max 20 characters.
Order Last Increment ID
This section will show the last ID used so you can be sure not to enter a value less than this number (to prevent duplicate ID numbers)
New Order Last Increment ID
Order Last Increment ID must be an 8 digit number and cannot start with 9 or be set to a number less than its current value.
The next Order Increment ID created for this group will be the Last Increment ID + 1
Order Increment IDs for this group will be generated with the following format:
(Prefix + Last Increment ID)
Language & Currency Restrictions
If enabled, only selected Languages and Currencies will be accessible to this group. At least 1 Language must be accessible and least 1 currency within a restricted Language must be accessible.
Customer Group Currency Restrictions
You can import your Customer Group's Language and Currency Restrictions through the following column headers:
| customer_group_id | restricted_stores_currencies_store_code | restricted_stores_currencies_store_currencies |
|---|---|---|
| 102 | default | USD, EUR |
| 195 | default | USD |
| fr | EUR |
The above example would set Customer Group 102 as able to switch between both currencies when viewing store in the default language.
Customer Group 195 would be able to see prices in USD when viewing store in default language (English), and see prices in EUR when viewing the store in French (fr).
Sales Representative
Specify a Sales Representative (or multiple) that will be auto-assigned to orders and quotes for customers in this group.
Add Account/Contact to Customer Group
Accounts and Contacts can be added to a Customer Group by opening the Account or Contact and looking in its summary information for Group.
Hover over the Group to click the pencil icon which appears. From there you can select the new customer group and click the green checkmark to save.
Updated 8 months ago