Zoey Support Center

Welcome to the brand new Zoey Support developer hub. We've completely revamped our Support Center to make it easier to find comprehensive guides and documentation to help you start working with Zoey as quickly as possible.

Guides    

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.

Located in Customers > Groups

Add New Customer Group

From your Customer Groups page, click Add New Customer Group.

On the New Customer Groups page, configure your Group Information settings.

Group Name

Create a title to identify your customer group.

Tax Class

Select a tax class to assign to your customer group from the drop down menu.

Restrictions (Certain Subscriptions Only)

Here you can specify which languages and currencies the Customer Group will have access to.

Sales Representatives

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

After completing your configurations, click Save Customer Group.

Add Customer to Customer Group

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

Select Account Information from the Customer Information menu.

Then, select your Customer Group from the Group menu.

If you want this group exempt from VAT ID taxation rules, select the Disable Automatic Group Change Based on VAT ID checkbox.

After completing your update, click Save Customer.

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.

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