Updating / adding customer groups

Customer groups give added flexibility in terms of reporting and viewing your entire customer database in useful segments.

Customer Groups can be divided into online customers, customers that are not logged in on the front end website as well as wholesale customers including VIP customers.

These different customer groups can have their emails turned on or off as well as given special customer group pricing and Shopping Cart Price Rules.

To add a customer into a customer group, you will need to:

1. Open up the customer
2. Navigate to the Account Information Tab on the left-hand-side menu
3. Find the Group Label
4. Select the Customer Group from the dropdown
5. Select SAVE CUSTOMER.

Customers->Manage Customers

Account Information tab -> Group Dropdown

If you cannot find your customer group, you may need to Add a Customer Group.

To do this:

1. Navigate to the Customers->Customer Groups page.
2. Select ADD NEW CUSTOMER GROUP
3. Fill out the details of the Customer Group
4. Select Save.

Customers->Customer Groups

Fill out Customer Group Information -> Select SAVE CUSTOMER GROUP

Any Customer Discounts that are associated with that Customer Group will be used to create the final pricing for a product.