DocumentationCommerceCustomer Management

Customer groups

Last update: Wed Nov 13 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

Customer groups determine which discounts are available and the tax class that is associated with the group. The default customer groups are General, Not Logged In, and Wholesale.

Customer Groups {width="700" modal="regular"}

Filter the Customer Groups list

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Click Filters.

  3. Enter criteria for searching groups, including a range of IDs, group, or tax class.

    Filtering Options {width="600" modal="regular"}

  4. When complete, click Apply Filters.

Create a customer group

NOTE
Admin users that do not have access to all websites (assigned a role with a ‘Custom’ Role Scope) cannot create, modify, or delete customer groups.

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Click Add New Customer Group.

  3. For Group Name, enter a unique name fewer than 32 characters to identify the group.

  4. Select the Tax Class that applies to the group.

    Group Information {width="600" modal="regular"}

  5. Select the Excluded Website(s) that you want to exclude from the group.

    note important
    IMPORTANT
    Excluding websites can decrease product price and catalog rule indexing time, because excluded websites are not indexed. When a customer group is saved with an added website exclusion, the product price, catalog rule, and catalog search indexes are invalidated. If you have many products, websites, and customer groups, it is recommended that you pause the reindex process until you have excluded websites from the customer groups.

    No websites are excluded by default. To select multiple values, hold down the Ctrl key (PC) or the Command key (Mac) and click each option.

  6. When complete, click Save Customer Group.

Edit a customer group

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Open the record in edit mode.

  3. Make the necessary changes.

  4. When complete, click Save Customer Group.

Assign a customer to a different group

NOTE
After changing the company group, a company user must log out and log in on the Storefront to see new prices in the catalog.

  1. On the Admin sidebar, go to Customers > All Customers.

  2. Find the customer in the list and select the checkbox in the first column.

  3. Set the Actions control to Assign a Customer Group and choose the group from the menu.

    Assign a Customer Group {width="600" modal="regular"}

  4. When prompted to confirm, click OK.

Associate a group of customers with specific discounts

  1. On the Admin sidebar, go to Marketing > Promotions > Cart Price Rules.

  2. Select the cart price rule where you want to associate a group for the applied discount, or create a price rule.

  3. Select the customer groups that the rule applies to.

    Customer Group to Specific Discounts {width="600" modal="regular"}

  4. Click Save.

NOTE
You can also use Advance pricing to apply product discounts to customer groups. See Advanced pricing.

Delete a customer group

  1. On the Admin sidebar, go to Customers > Customer Groups.

  2. Open the record in edit mode.

  3. In the button bar, click Delete Customer Group.

  4. When prompted to confirm, click OK.

Customer groups demo

Learn about creating customer groups by watching this demo:

https://video.tv.adobe.com/v/343660/?quality=12&learn=on

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