(V5) Customer Groups Print

  • customer group pricing, customer groups
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What are customer groups?

Customer Groups allow you to organise your customers into groups.

You can then do certain functions, like the following ones:

  1. Set up customer group pricing such as permanent or temporary discounts.
  2. Set up coupons for certain customer groups.
  3. Allow only certain customer groups to have access to certain products and categories.
  4. Allow only certain customer groups to have access to a hidden part (text and images) on a certain page.

Customer Groups can be accessed by navigating to Customers > Customer Groups and allow you to organise your customers into groups.

You can have as many customer groups as you would like and have specific ones appear during customer registration, thus allowing customers to choose which groups they would like.

 

Important: After setting up your customer groups, navigate to Store Settings > Taxes > Tax Rates and edit all of your tax rates to include or exclude customer groups. Read more about how to set up your taxes in Ozcart.

 

Create or edit a customer group

  1. In the Ozcart admin area, navigate to Customers > Customer Groups.
  2. Add or edit a customer group.
  3. Enter a Customer Group name.
  4. Enter a description. This will show up to your customers during registration.
  5. Approve new customers: Select "Yes" if you want to approve new customers before they can log in. If you select "Yes", then they cannot purchase a product until you approve them.
  6. Choose a sort order. The order goes from 0 to any positive number. 0 being the one that shows up at the top of the list during registration.
  7. Save.
  8. Navigate to Store Settings > Taxes > Tax Rates and edit all of your tax rates to include or exclude this customer group.

 

Create a tax-exempt customer group

  1. Navigate to Customers > Customer Groups.
  2. Add or edit a customer group.
  3. Enter a relevant Customer Group name, such as "Tax-exempt".
  4. Enter a description. We recommend describing who is eligible for this group (government agencies, nonprofits, or others).
  5. You most likely want to select "Yes" for 'Approve new customers' to make sure that they really are tax-exempt. If not, select "No". You might want to consider creating Custom Fields to get customers to enter additional data if they select Tax-exempt in order to prove their status.
  6. Choose a sort order. The order goes from 0 to any positive number. 0 being the one that shows up at the top of the list during registration.
  7. Save.
  8. Usually, at this step, you would navigate to Store Settings > Taxes > Tax Rates to edit your tax rates to include this customer group so that it gets a tax applied. However, you don't need to do this step since you don't want tax applied to this group.

 

Automatically or manually approve customers in customer groups.

If you prefer to approve customers prior to them being able to log in as a specific group, you can check this setting when editing a customer group in Customers > Customer Groups: "Approve new customers".

Note: If you select "Yes", since you wish to approve them prior to being able to log in, then they also cannot purchase a product until they are approved.

 

How to make a customer group the default group?

  1. Navigate to Store Settings > General Settings > Options > Account.
  2. Select the appropriate group in the dropdown for 'Default customer group'.
  3. Save.

 

How to select what customer groups should show up during customer registration?

  1. Navigate to Store Settings > General Settings > Options > Account.
  2. Check the groups next to the setting 'Display customer groups during signup'. These will show up during registration. Leaving it checked to one group means that the checked group will be the one to whom all customers shall be assigned. If no selection is made here, the customer will be assigned the default group that is selected in the 'Default customer group' option.
  3. Save.

 

How to properly delete a customer group?

If the customer group that you need to delete is the default one, then you need to select another as the default group. See the above help text: How to make a customer group the default group?

Then, you can attempt to delete that customer group. If it doesn't allow you to delete it, it means that you have customers that are currently using that customer group. To verify which ones, follow these instructions:

  1. Go to Customers > View Customers. Filter by Customer Group, and choose the one you want to search for.
  2. Click Filter and you'll find the list of clients using that customer group.
  3. Edit each one and change to another group. Contact us if you need assistance to bulk change them for you.

Then, check all settings relating to Customer Groups to make sure that you have the correct one(s) set in Store Settings > General Settings > Options.

Verify all your payment and shipping plugins to make sure they're properly set for your chosen customer group(s).

Then, check your Store Settings > Taxes > Tax Rates and edit all of your taxes to include or exclude customer groups.

 

How to create custom registration fields for certain Customer Groups?

See our Custom Fields for customer registration knowledge base article to learn more about this.

 

To set up customer group pricing, view our Custom Discount documentation.

 


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