Customer Groups

Customer groups are used to segment your customers and control what they can see on the ordering site.

Groups can also be used to control which customers sales reps have access to, and the payment and shipping options available to the customers.

Adding Customer Groups

Customer Groups can be found from the Customers section of the admin site, then Groups in the top right. From here, you can create as many groups as you need. Once you have created a group, you can assign it to a customer by editing the customer. To do this, go to the customer in the admin, then Edit Customer in the top right.

Customer Group Options

Home Page - Use this to change the home page seen by customers in this group when they log in. New pages can be added from Ordering Site > Pages in the admin.

Restrict Categories - Use this to restrict the products visible to customers in this group. Only the products in the selected categories will be accessible to the customers, even from the search.

Payment Options - Use this to control the payment options available to customers in this group.

Shipping Options - Use this to restrict the shipping options available to customers. With only one option selected, it will be applied automatically to each order. With more than one option selected, the customer will be able to choose between them at checkout.