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Customer groups allow you to organize your customers, and give them discounts and/or restricted access to specific product categories. They are most commonly used for segmenting wholesale customers from retail customers andgiving customers tax exempt status.

Creating Customer Groups

1. Go to Customers › Customer Groups, then click Create a Customer Group.

2. Enter a Group Name. This is for your purposes only, and will not be visible to your customers.

3. Configure the Group Access settings.

  • Customers in this group can see products in all categories — Used to restrict the group's category access. Uncheck this setting to choose which categories the group can and cannot access.
  • All new customers should be added to this group — If checked, all new customers who create a store account will automatically be assigned to this group.

Selecting a parent category does not automatically select its child categories. You must click the +symbol to the left of the parent category to select its child categories.

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Customer Group Discounts

Customer group discounts allow you to provide reduced pricing to specific customers, and can be applied to an entire category, specific products, or the entire store.

Note that coupon codes cannot be restricted based on customer group. If a customer in a group which has a discount also has a coupon code, they can use both and receive a larger discount.

CATEGORY LEVEL DISCOUNTS

1. In the Category Level Discounts section, click Create one now.

2. Click this category ().

3. Select a category from the pop-up and click Select.

4. In the field to the right of "group members receive a", enter the discount amount. You may not use negative numbers.

5. Select whether the discount is a Price DiscountPercentage Discount, or a Fixed Price discount.

  • Price Discount — discounts all products in the category by the specified dollar amount
  • Percentage Discount — discounts all products in the category by the specified percentage
  • Fixed Price — sets the price of all products in the category to the specified dollar amount

6. Select whether the discount should apply to products in this category only or to products in this category and its subcategories.

Add or remove category level discounts by clicking the + or - button to the right of each discount.

PRODUCT LEVEL DISCOUNTS

1. In the Product Level Discounts section, click Create one now.

2. Click this product ().

3. In the pop-up that displays, search for a product by either selecting its category from the Search by Category list or typing its name in the Search by Product Name field.

4. Select the product from the list that displays, then click the Select button.

5. In the field to the right of "group members receive a", enter the discount amount. You may not use negative numbers.

6. Select whether the discount is a Price DiscountPercentage Discount, or a Fixed Price discount.

  • Price Discount — discounts the product by the specified dollar amount
  • Percentage Discount — discounts the product by the specified percentage
  • Fixed Price — sets the price of the product to the specified dollar amount

Add or remove product level discounts by clicking the + or - button to the right of each discount.

STOREWIDE DISCOUNTS

1. In the Storewide Discounts section, enter the discount amount in the field to the right of "Group Discount".

2. Select whether the storewide discount is a Price DiscountPercentage Discount, or a Fixed Price discount.

  • Price Discount — discounts all products in the store by the specified dollar amount
  • Percentage Discount — discounts all products in the store by the specified percentage
  • Fixed Price — sets the price of all products in the store to the specified dollar amount

Customer Group for Guests

After creating your customer groups, you'll want to be sure to set a customer group for guests. A guest is anyone browsing your store who is not logged in to an account.

1. Go to Customers › Customer Groups.

2. Select a group from the Customer Group for Guests drop down.

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Assigning Customers to Groups

1. Go to Customers › View Customers.

2. Select a customer group from the Group drop down list.

3. Save your changes.

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