subject: How to Create and Assign Customer Groups in Magento [print this page] How to Create and Assign Customer Groups in Magento
Article we are going to discuss how various customer groups can be created in Magento eCommerce portal and how to assign a customer to a specific customer group created in Magento eCommerce portal.
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
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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:
1. Click on Add New Customer Group' button.
2. New Customer Group section appears.
3. Enter new customer group name
4. Select the Tax Class' from Tax Class drop down.
5. Click on Save Customer Group' button.
6. New Customer Group will appear on the top of the list along with an auto generated ID.
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.
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:
1. Click on Customers->Manage Customers'
2. All registered customer details will appear in a tabular format
3. Beside each customer detail there is a check box
4. Select the check boxes beside customers which will be assigned to a particular customer group
5. Click on Actions' drop down and select the action Assign a customer group'
6. Another drop down will appear listing all available customer groups
7. Select the desired customer group
8. Click on Submit' button
9. All selected customers will be assigned to this new group
