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Friday, July 5, 2013

How to create and assign customer group in Magento

Customer Groups:-

User can create and view customer groups from Magento admin panel. Admin can view all defined customer groups by clicking on ‘Customers->Customer Groups’. By default there are two customer groups defined in a fresh Magento installation.

    General
    NOT LOGGED IN

New Customer Group creation:-
Admin can create new customer groups from admin panel. Admin just have to click on ‘Customers->Customer Groups’. All defined customer groups will appear in a tabular format. The steps to create a customer group are given below:

    Click on ‘Add New Customer Group’ button.
    New Customer Group section appears.
    Enter new customer group name
    Select the ‘Tax Class’ from Tax Class drop down.
    Click on ‘Save Customer Group’ button.
    New Customer Group will appear on the top of the list along with an auto generated ID.

Customer Group creation

View Customer Groups:-

Admin can view the customer groups assigned to customers by clicking on ‘Customers->Manage Customers’. All customer details will appear in a tabular format. Admin can view the customer group of each and every customer in ‘Group’ column.
View Customer Groups

Assign a customer to a specific Customer Group:-
Admin has the ability to assign a customer to a particular customer group. The required steps are given below:

    Click on ‘Customers->Manage Customers’
    All registered customer details will appear in a tabular format
    Beside each customer detail there is a check box
    Select the check boxes beside customers which will be assigned to a particular customer group

    Click on ‘Actions’ drop down and select the action ‘Assign a customer group’
    Another drop down will appear listing all available customer groups
    Select the desired customer group

    Click on ‘Submit’ button

    All selected customers will be assigned to this new group

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