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Customer Groups

In Customer Group section, you can organize customers into groups and share the price lists, payment and tax-related settings between several customers.

Create a Customer Group

To create a new Customer Groups:

  1. Navigate to Customers > Customer Groups in the main menu.

  2. Click Create Customer Groups.

    The following page opens:

  3. Fill in the customer Name.

  4. Select Tax Code that will label the customer group taxation schema.

  5. In the Additional section, select a Payment term to be used as a payment option available to the customer users during on the checkout.

  6. In the Customers section, check the customers to add them to the customer group.

  7. In the Price Lists section as described in the pricelist management section.

  8. Click Save in the top right corner of the page.

A new Customer Group is created.

Price List Management for a Customer Group

To configure the price list priority and controlled merge for the customer group:

  1. Navigate to Customers > Customer Groups in the main menu.

  2. Find the necessary Customer Group in the list, hover over the More Options menu in the line and click the to start editing the customer group details.

  3. In the Price Lists section, you can build an aggregated price list for every website you have configured in OroCommerce. Use tabs to switch between the websites, e.g. Default, US, Australia, etc. in the example below.

    To form an aggregated price list:

    1. Set up the fallback option to provide the price source if the price is not available in the directly configured price lists.

    2. Select the price list to enable it for the customer group.

      Note

      You can add more than one price list:

      • Click + Add Price List.
      • Select the additional price list from the list.
      • Set the numeric priority. OroCommerce searches for the product price in the higher priority price lists first.
      • Enable price lists merge, if necessary. When the merge is enabled, the unit prices may be merged from the lower priority price lists, when they are missing in the higher priority ones.
  4. Click Save once you are happy with the price list set up.

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