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Customer Group Guide

 

With customer groups you can limit what categories, products, and content your customer can see just by assigning them to a certain group. Some common examples of this would be a wholesalegroup  vs retail group where the wholesale group would have access to different products and/or have a different pricing for the products listed.

Another example that you could use this feature for would be if you sold to sports teams and you only wanted a specific team to be able to see their products and no others. You could set up a customer group with the name of the team and then assign all of those players and coaches to that customer group, then set that group to only be able to see their particular products.

To turn on customer groups and set the restrictions and different pricing there are a couple things that you need to do in the CoreCommerce admin area.

Turn on Customer groups:

  • Log into your CoreCommerce admin panel
  • Hover over the Inventory tab
  • Click on Pricing Discounts
  • Select Customer Groups and place a check in the checkbox
  • Click the Configure button
  • On this page is where you can create the Customer Groups
  • In the Select Action box, hover over the down arrow and click on Add New Customer Group
  • Give the group a name and place a check mark next to the options you want the group to have
  • Once you have created the groups you will have to assign the customer to the group by selecting the customer group in the dropdown on the Discounts tab in the edit customer section.

 

Note: Your content pages that normally display in the Information widget will not display until you edit each page and select what customer groups you want to be able to view those pages.

 

To make it so that a customer group only see certain categories:

  • Log into your Corecommerce Admin Panel
  • Hover over the Customers tab
  • Click on Customer Groups
  • On this page you will see Restrict Customer Groups to only view selected categories
  • Place a check mark in the box and click on Save
  • Once saved, you will now need to edit the customer groups
  • Click on Edit to the right of the group and select what categories you want that group to view

 

Note: If you add a new category, you will need to make sure that you select the customer groups that you want to see it or it will not display on the storefront.

 

For a customer, if they want to sign in as a wholesale customer, or a member of a specific customer group, they need to be assigned to that group. The system can be set up to allow a customer to choose their group, or the system will make the administrator assign customers to specific groups.

 

Below is a video that goes over setting up customer groups.

 

(Updated on: 02/14/2012)
 
 
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