Customer Groups

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. You can also allow the customer to register directly by a link if they are to be added to this customer group. This link is built like this: http://YOURURL.com/m4n?seid=etailer-customerinfo ®_type=company&customer_group_ref=123 were 123 is the reference. Note that there are two "Type", company and private.
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. You can connect multiple customer groups to a single Customer group. 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.