Manage customer groups

Edit on GitHub
You are browsing a previous version of the document. The latest version is 202212.0.

This article describes how to create customer groups in the Back Office. By default, customer groups are only used when defining discount conditions. A developer can configure customer groups to be used in other parts of the Back Office.

Prerequisites

To start working with customer groups, go to Customers > Customer Groups.

Review the reference information before you start or look up the necessary information as you go through the process.

Create a customer group

  1. On the Customer groups page, click Add Customer Group.
  2. On the Add a customer group, page, enter a NAME.
  3. Optional: Enter a DESCRIPTION.
  4. Click the Customers tab.
  5. On the Available customers subtab, select the checkboxes next to the customers you want to add to the group.
  6. Click Save. This opens the Customer Groups page with a success message displayed. The group is displayed in the list.

Edit a customer group

  1. On the Customer groups page, click Edit next to the group you want to edit.
  2. On the Edit customer group page, enter the NAME.
  3. Update the DESCRIPTION.
  4. Click the Customers tab.
  5. On the Available customers subtab, select the checkboxes next to the customers you want to add to the group.
  6. On the Assigned customers subtab, clear the checkboxes next to the customers you want to remove from the group.
  7. Click Save. This opens the View customer group page with a success message displayed.

Reference information: Manage customer groups

ATTRIBUTE DESCRIPTION
NAME Unique identifier of the group. You will use it to identify the group when adding a discount condition.
DESCRIPTION Description.