Define Customer Groups
A customer can belong to more than one group.
To configure the customer groups, navigate to Manager Home > Config > Customers > Customer Setup.
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To activate groups, select "Yes" from the Use Customer Group Feature dropdown.
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Add New Group:
To add a new group, click "Add New" from the Define Customer Groups dropdown.
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A new window will appear. Name your new group and click Add.
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The new group will appear in the dropdown list.
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The customer groups will display on the customer profile on the front end as such.
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The backend customer profile will display as such.
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Now all purchase made by that customer will be linked to the group.
Reporting on Group Purchases:
Check out the Operations report Customer Group Summary for details on group spending:
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Delete A Group:
If for any reason you need to delete a group, select the group name from the drop down.
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Click the "Delete" button.
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You will be asked to confirm that you want to delete the group. Click OK and it will be deleted.
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Be sure to always save your changes.
If for any reason you need to delete a group, select the group name from the drop down.
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Click the "Delete" button.
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You will be asked to confirm that you want to delete the group. Click OK and it will be deleted.
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Be sure to always save your changes.
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