How You Can Use Customer Groups in Magento 2

Customer group 1

Customer Groups in Magento 2

For a customer administration and marketing, you can use a default feature of Magento 2 — Customer Group. Customer groups enable you to control the customers’ experience. For example, only those customers, who have been assigned to the Wholesale group, can see wholesale pricing. Or only the customers added to a Loyal Customers group can get special discounts for loyal customers. All in all, customer groups can significantly help you with the site personalization.

How to Change the Default Customer Group in Magento 2

Magento 2 offers 4 customer groups out of the box: General, Not Logged In, Retailer and Wholesale. Each customer who has created an account in your store is automatically added to the General group. But you can modify that and choose by yourself to which group a customer must be added by default:

  1. In the Admin Panel, find Stores.
  2. Under Settings, click on Configurations > Customers > Customer Configurations > Create New Options.
  3. There, from the drop-down menu, you can specify to which group the newly registered customer must be added to by default.

How to Create a Customer Group in Magento 2

We’ve already mentioned, that Magento 2 offers 4 customer groups out of the box, but you can easily create new ones following these simple steps:

  1. In the Admin Panel, find Stores.
  2. There, under Other Settings click on Customer Groups.
  3. On the new page, a list of already existing customer groups will be displayed. On the top of the page, you’ll find the orange button Add New Customer Group. Click on it.
  4. In the appeared form, type in a unique name of the new group and pick out a tax class for it.
  5. The last step is to save the new group.

Now, you can choose this new customer group as a default one or add customers to it manually.

How to Add Customers to a Customer Group in Magento 2

There are 2 variants how you can add customers to a customer group or assign them to a different group. The choice depends on how many customers you want to add to a group at once: one or several.

How to Add One Customer to a Customer Group

  1. In the Admin Panel, find Stores.
  2. Under Settings, click on Configurations > Customers > All Customers. There, you’ll find the Customer Management page.
  3. On this page, you’ll see the table where the list of customers as well as all the information about them are stored.
  4. Pick out a customer you want to edit by clicking on the checkbox near the customer’s name.
  5. Then, click on the name of the group and choose from the drop-down menu another group to which you want to add the selected customer.

On the Customer Management page, you also can click on Edit (the last column of the table), go to Account information and pick out a group from a drop-down menu. However, this way is a bit longer than the previous one.

How to Add Several Customers to a Customer Group at Once

  1. In the Admin Panel, find Stores.
  2. Under Settings, click on Configurations > Customers > All Customers. There, you’ll find the Customer Management page.
  3. Select customers by clicking on the checkboxes near the customers’ names.
  4. Click on Actions above the table.
  5. In the drop-down menu click on Assign a Customer Group.
  6. Then pick the group you want to assign the selected customers to, and confirm your choice.

Now, you know the basics about customer groups in Magento 2. You can create a new customer group, change groups for the registered customers and select the default customer group. In the next sections of the article, we’re going to describe how you can make use of customer groups.

Different Tax Rules for Different Customer Groups

With customer groups, you can seamlessly assign dissimilar tax rules to each customer group. We’ve mentioned earlier that you have to pick out a tax class when you create a new customer group. If you want to assign another tax rule to a customer group, follow these steps:

  1. In the Admin Panel go to Stores > Taxes > Taxes rules.
  2. On the Tax Rules page, the table with all existing in your store tax rules will be displayed. Select the existing tax rule from the table or click on the orange Add New Tax Rule button.
  3. It doesn’t matter whether you’re editing a tax rule or creating a new one, open the Additional Settings tab.
  4. In the Customer Tax Class, add a customer group.
  5. Don’t forget to save the changes.

Assign Promotional Rules to Customer Groups

In Magento 2, you can show special pricing to a selected customer group. It means, only the customers assigned to the selected group will see special prices. You can assign a promotional rule to a customer group by following the next steps:

  1. In the Admin Panel go to Marketing > Promotions.
  2. There, depending on which promotion you want to apply, select the type of price rules: Catalog or Cart.
  3. A table with existing rules of the selected type will appear. You can edit one of the existing rules or create a new one.
  4. In the editing form or in the adding-a-new-rule form, scroll down to the Customer Groups and pick out the groups to which the promotional rule will be added to.
  5. Don’t forget to save.

Assign a Tier Pricing to a Customer Group 

Tier pricing can be used for wholesale customers. You can offer them to buy 5 products with the price cheaper than when they buy just 1 item. For example, a price of 1 product is $100; but when a customer buys 5 products, then each of the products costs $92. To make use of tier pricing, follow the next steps:

  1. When creating a new product or editing an existing one, click on the Advanced Pricing button on the top of the page under the price.
  2. In the Advanced Pricing form, find the Customer Group Price table. In this table, you can select the customer group to which the tier pricing will be shown. There, you can also define the number of products (Quantity) and the special price of 1 product. For example, in the Quantity you set “5” and in the Price — $92.

We hope, you’ve found our article useful. Share in the comments how you use customer groups in Magento 2, or ask a question if you haven’t understood something properly. In case you need a professional help, contact Our Team of Magento Certified Developers.

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