Customer Groups

Located in Customers > Customer Groups

Customer Group Settings

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 limit the customer group from submitting Orders 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 an Order if the cart has items with different brand values. All brand values will have to be the same.

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

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.

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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)

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.

Sales Representative

Specify a Sales Representative (or multiple) that will be auto-assigned to orders and quotes for customers in this group.

Add Customer to Customer Group

From the Manage Customers page, select the customer you want to place with your Customer Group.

Then, select your Customer Group from the Group menu.

After completing your update, click Save

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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