Customer Groups can be used to apply discounts to individual buyers that fit into a specific group, such as various levels of wholesalers, businesses, or simply your favorite customers
How to create Customer Groups
- Log into your account on manage.revolutionparts.com.
- Click on the gear in the top-right corner to access your account settings.
- In the left-side menu, click the name of the desired store to expand its settings, then click "Customer Groups."
- Note that Customer Groups are available for the following selling channels Webstores, the Parts Counter, and your Plug-in.
- You should see a page that looks like this.
- Click on the red "Create Customer Group" button.
- When the "Create Group" tab pops up, you will need to add a group name. It's best to use a descriptive name so that you know at a glance the purpose of the group.
- Choose the Pricing Template that you want to apply to your Customer Group.
- If you'd like to give the Customer Group an additional discount off of the template, you can set the discount percentage as well.
Warning: If you add an additional discount, be sure to add a Cost + minimum so that you don't end up selling below cost!
- Choose whether or not this Customer Group will be tax exempt.
- Under "Add to Group" you can search up customers to add the customer group. Customers added will then show up under "Group"
Note: in order for a person to have the discout added they ahve to bet aded here cannot guest cannot have login (register on the site)
- Save the Customer Group.
- You should now see your Customer Group on the page.
How to assign a customer to an existing Customer Group
Assigning a customer's account to a customer group requires that they have already created an account on your store. If the customer hasn't created an account yet, you won't be able to assign them to a customer group.
Once the customer has created their account on your store,
Option 1:
- In the top-menu, click on "Customers."
- Search for the customer that you'd like to add to a Customer Group.
- Click on the customer's name from the search results list (or click on the pencil to the far right of that customer).
- Scroll down to the Customer Group drop-down and choose the Customer Group to which you'd like to assign the customer.
Note that you can't add "Guest" accounts to Customer Groups; the customer must have a "Login" account type (meaning they've created an actual account on your site first). - Click the blue Save Changes button to finish.
Option 2:
1. Go to the selling channel applicable and click on customer groups.
2. Click the pencil icon (edit button) for the customer group you want to add a customer to.
3. Search for the customer under "Add to Group". Once added to the customer group they will show up under "Group".
4. Save the changes made.