Customer groups are an essential aspect of the eCommerce business. This feature helps to adapt quickly to the changing customer needs and market. You need to know how to manage your customers and how to cater to their needs effectively. Today I’ll tell you how to manage customer groups in Magento 2, what are the benefits of this functionality, and how to use it efficiently.
How to Manage Customer Groups
Step1: Add a New Customer
- Admin Sidebar > Customers > All Customers > Add New Customer
- Fill in the customer information and save the new customer.
Step 2: Add New Customer Group
- Admin Sidebar > Customers > Customer Groups > Add New Customer Group
- Name the group and select Tax Class
Why yo may need different Tax Classes? For example, If you create a customer group for foreign users, they should be taxed in another way.
Step 3: Assign Customer to Customer Group
- Admin Sidebar > Customers > All Customers
- Find the needed customer > Mark the checkbox > Actions > Assign a Customer Group > Choose between available options
Ways to Use Customer Groups in Magento 2
Customer Group Pricing
This feature allows you to set and display discounted prices for members of a certain customer group. If you want to manage it, go to:
Catalog > Products > Choose a product > Advanced pricing
There you’ll see the Customer Group Price section. Here, you can choose a website, customer group, quantity, and price. After you click Done your product will have a special price for logged-in users belonging to the group you defined.
Applying Discounts to Customer Groups
You can apply both Catalog Price Rules and Cart Price Rules to customer groups. If you need to apply a price rule to a specific customer group do the following:
- Admin Sidebar > Marketing > Catalog Price Rules or Cart Price Rules > Add New Rule
- In the Rule Information panel select the customer group you want to this rule (hold down Ctrl key selecting customer groups to apply the rule to more than one group).
- Then, create the price rule as usual
To learn more about Cart Price and Catalog Price Rules configuration check out the post How to Set Magento Discounts and Coupons for Holidays.
Keep in mind that there’s a difference between discounts for customer groups and customer group pricing. Usually, you use discounts as a promotional tool, whereas customer group pricing stands for displaying prices to group customers.
Restricting Products & Categories to Customer Groups
Unfortunately, this functionality is not available in Magento Community Edition. However, in Magento Commerce, you can limit category access to specific customer groups or entirely restrict it. For example, you can allow anyone to browse your website, but only logged-in users will have access to some categories. Guests won’t even be able to see them on your website. If you’re a Magento Commerce user, check the Category Permissions guide.
What to do if you’re a Magento Community user, but you need this functionality? You have two options, buy a third-party extension, or develop a custom module. Once, we were creating a module for a wholesale retailer that had a large network of dealers. The problem was that it was hard to manage dealers’ orders manually because of specific cooperation terms. Dealers had their own pricing, stock, offers, and exclusive rights.
Our module adds the next functionality:
- Grant dealer access on a country level (one or more countries)
- Grant exclusive rights to dealers
- Hide categories from certain users
- Advanced user grid to access dealers with exclusive rights quickly
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Restricting Shipping and Payment Methods to Specific Customer Groups
This feature is crucial for wholesalers to impose restrictions on new trade customers. For example, a wholesaler may make new partners to pay upfront for goods until credit checks completion. In this case, you can create a “New Trade Customers” group to restrict “Payment on Account” or “Payment by Invoice” options. When you establish relationships and credit terms with trade customers, you can lift restrictions. You can also not allow customers to use some delivery option (e.g., 24-hour courier) if courier companies don’t serve customers’ locations.
You can add this feature only with the help of third-party extensions.
About the author:
E-commerce Journalist at Mobecls
2+ years experience
Feel free to ask me anything about this post in the comments below