Info
In this section, you can organize customers into groups, allowing for centralized management of customers within the same group. Within the customer groups function, you can define which customers are part of each group and then connect other objects like price conditions and assortments directly to all customers within the group.
Additionally, there is an option to create customer-specific welcome pages, URLs, and graphical profiles using an add-on.
Netset recommends using customer groups only for directly related customers, such as subsidiaries and sister companies. For handling customers across different market segments (education, government, etc.), Nettailer offers an add-on module called customer segments.
Customer group
Feature | What it does |
|---|---|
Internal ID | The groups unique database ID. |
Customer no | The account number of the customer group. |
Label | The name of the customer group. |
Payment option | The standard payment option. If there are others available these can be chosen in the checkout. |
Allow rent | 'Rent' is a system which allows the customer lease goods from you. It can be enabled here. |
Customer specific currency | Their default currency. If you have allowed customers to change currency in the basket, the customer can change this in the store. |
| Content type | |
Customer specific URL | The specified domain will be used, instead of the shop's base domain, when mail are sent to the customer. |
URL for customer group ADD-ON | The selected domain represents the customer group domain and is used to bring the connected customers to their customer group site. |
Price level | Which of the 10 Price levels they will see in the store. |
Order history on customer number | This will allow a single customer to see the entire order history for any customers with the same customer number. |
| Sales person | The name of their account manager. |
| Delivery option | Their default delivery option. If other delivery options are available, the customer can select them in the checkout. |
Approvals
| Function | What it does |
|---|---|
| Require product repurchase approval | Setting this to No will allow a customer to purchase a previously bought product again, without needing approval from an approver. Note that this only works on products where the price has not changed since the last approved purchase. |
| Allow customer to choose approver | If this is set to "Yes" the users on the customer are allowed to select their own approver. |
| Permission for seeing other persons approvals for customer admin approvers | Allows Customer admins to see all pending approvals even if this admin has not been specifically selected to approve the order. As shop settings - Inherit the settings applied at the customer group this customer is attached to. No - Prevents this Customer admin from view other pending approvals. Show - Allows the Customer admin to only view all pending approvals. Approve - Allows the this Customer admin to see and approve any pending orders. |
| Limitation for seeing other persons approvals for customer admin approvers | Limits the option above so that the Customer admin only has visibility off other pending approvals if it is under their approval order value limit. As shop settings - Inherit the settings applied at the customer group this customer is attached to. No - No limits set, customer admins can see all pending approvals. Below limit - Customer admins may only see pending approvals under their order spending limit. |
New customer settings
Function | What it does |
|---|---|
Reference | When registering a new user, the user can add a customer group reference. If they you add on here which matches the one the user registers, the user will automatically be added to this customer group. |
| Approval break point | This value is only set on new customers registered with the customer reference number specified above. |
E-mail options
Feature | What it does |
|---|---|
Additional e-mail address for order confirmation | When an order confirmation is e-mailed - it will also be e-mailed to this address. |
Terms & conditions
Feature | What it does |
|---|---|
Link URL | |
| Show both standard and customer-specific terms & conditions | |
| Label for terms & conditions in checkout |
Show prices
Function | What it does |
|---|---|
Show prices for group admin | As a standard the price is always shown for the role Group admin (which is given to the user on the customer card) but if you dont want to show the price you can choose No here. |
Show prices for order approver | As a standard the price is always shown for the role Approver (which is given to the user on the customer card) but if you dont want to show the price you can choose No here. |
Show prices | Here you can choose if the price should be shown for the customer group no matter the role of the users. |
Display options
These options have three settings;
As shop settings - The customer will inherit the setting from the global shop setting.
Yes - The feature is enabled.
No - The feature is disabled.
Feature | What it does |
|---|---|
| Use Responsive | Decides whether the customer will use the responsive or the basic design |
| Show search field | Allows the customer to see the search field |
| Show category tree | Allows the customer to see the category tree |
Show general assortment | If you have created a global focus assortment, you can hide it from the customer here. |
Show focus assortment | If you have created a customer connected focus assortment, you can hide it from the customer here. |
| Show focus assortment link on product | |
Show general promotions | You can stop the customer seeing any global promotions here. |
Show customer specific promotions | You can stop the customer seeing any customer connected promotions here. |
| Show general sections | |
| Show customer specific sections | |
Show most recently sold | If enabled, the recently sold box sits on the left hand side of your store. |
Show top sellers | If enabled, the top seller's box sits on the left hand side of your store. |
Show configurators | If enabled, the configurators box sits on the right hand side of your store. |
Pay VAT | If the customer does not need to pay VAT, you can disable it here. |
Default inc VAT | Here you can dictate if the customer sees prices including or excluding VAT by default. |
Lock delivery address | Enabling this means the customer cannot change the address that goods are delivered to. |
Lock invoice address | Enabling this means the customer cannot change the billing address. |
Create quote | Enabling this means that the customer can create their own quotes. |
| Show terms & conditions | |
| Show Email grabber | Choose if you want the Email grabber to be shown after the users on the customer have logged in. |
| Share Saved Baskets | |
| Customer-changer display options |
Bottom bar
Function | What it does |
|---|---|
| Connected customers | Connect a customer by clicking Connect customer. Note: The customer will not inherit display options from the customer group. If you want the customer to inherit display options from the customer group, you need to make the connection through the customer editor. |
| Connected product ranges | Connect a product range or range limitation by clicking Connect product range or range limitation. |
| Connected delivery options | Delivery options can be connected to customer group from Delivery options settings. |
| Category groups | Connect a Category group by clicking Create. |
Files ADD-ON | Connect Files by clicking Create. The documents uploaded to the customer are then visible in a list on the same tab and can be downloaded and deleted. You can choose whether the document should be visible to the Customer or not in the front end. |
Customer segments ADD-ON | Customer segments can be connected to customer group from Customer segments settings. |
Customers and product range limitations
Here you can connect, and see, limitations on the Customer group.
Contact info
Here you will find addresses for invoices and deliveries if they are saved on the Customer group.
BIDs
Function | What it does |
|---|---|
| BID customer id | If the customer have a BID number it can be added here. This allows the Nettailer to look for bids which belong to the customer and add them automatically. This ID is only available from TechData at the moment. |
| BID's | Here you can find and add the relevant BID's for the customer. |
Focus assortments
This is a quick easy way to connect Focus assortments to the customer group.
