HOW TO ADD/EDIT A CUSTOMER GROUP

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What is a Customer Group?

A customer group is a way of aggregating customers that are similar in some way or enjoy a set of benefits. Below are the steps to create a new customer group or modify en existing one.

Step 1: Go to the left hand side navigation bar and select Customers. Then from the drop down select Customer Groups

Step 2: To add a new customer group click on the Add New button or choose an existing one from the list and click on edit button as shown.

Step 3: Based on your choice in the previous step you will either land on Add Customer Group or Edit Customer Group. The fields in both the pages are same. Fill/Edit the required fields and save the changes by clicking on the save icon as shown.

  1. Customer Group Name: name of the group of the customer group
  2. Description: description of the customer group
  3. Approve New Customers: select yes if customers must be approved by an admin before they can login
  4. Sort order: sort order of the customer group. Lowest number get the first priority

You have now successfully added/edited a customer group.

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