Creating Customer Groups and Assigning Customers to these

Customer groups can be used to sort your customers into different groups, allowing to assign different rules, such as access, pricing or taxes, to different types of customers in your store.

To see what customer groups are already set up or to add another, go to CUSTOMERS > CUSTOMER GROUPS

To add a new customer group click on the ADD CUSTOMER GROUP button and simply enter the name and tax class (generally keep it as a retail customer).

Once you have done this, you can add customers to customer groups – either in bulk through CSV (see separate article re this), by selecting multiple customers and under actions, selecting ‘assign a customer group’, choosing the customer group in the next dropdown and hitting the ‘submit’ button.

Or you can assign a customer manually within the customer’s account section, in the ‘account information’ tab.

 

David

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