Customer groups
  • 28 Feb 2022
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Customer groups

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Article summary

You can divide customers into groups depending on the type.
Customer groups are managed from the Configuration > Customer groups tab.

customer-groups-overview

From this page you can create new groups, edit and delete existing.

Create group

To create a new group:

  1. Go to Configuration > Customer groups tab.
  2. Click Add.
  3. Enter a Name of the group.
  4. (Optional) Upload an icon.
  5. Enable a group.
  6. Click Save or Save and Close to apply changes.

customer-group-create

Assign customer to a group

customer-group-assign-customer

To assign a customer to a particular group:

  1. Go to Sales > Customers.
  2. Select and double-click a customer to open for editing.
  3. Select a Customer group from a dropdown.
  4. Click Save and Close.

Delete customer group

To delete a customer group, open the group for editing and click the delete button.


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