How to Create and Update Customer Groups in Omnitron?

This tutorial explains how to create and update customer groups to effectively organize and target specific sets of customers and how to configure customer group settings to create dynamic customer groups with specific rules.

Customer Groups

Step 1: Navigate to the Customer Groups Page​

• Follow the Sales Channels sidebar and click the Customer Groups page.

  

Step 2: Filtering Customer Groups​

• At the top of the Customer Groups page, you can filter customer groups based on customer attributes.

• The selected filters is displayed in the Active Filters row.

Step 3: Creating a New Customer Group​

• To create a new customer group, click the +New Customer Group button located in the upper right corner.

  
• A new window will appear, prompting you to enter a name for the customer group. This field is mandatory. (If you enter a customer group name that has been used before, you will receive a warning message.)

• After entering the customer group name, click the Save button.

  

Step 4: Assigning Customers to the Group​

• On the left side of the screen, you will find a list of all customers registered in the system.

• To assign the customers to the group, select the customers you want to include from this list.

• If you need to find a specific customer, you can use the filter area to search for them.

• After making your selections, add customers to the group collectively using bulk addition actions or individually by clicking the green + button next to the customer.

  

Step 5: Updating an Existing Customer Group​

• To update an existing customer group, click on the row corresponding to the group you want to update.

• On the left side of the screen, you will see a list of all customers registered in the system.

• On the right side, you will see the details of the selected customer group.

• To add more customer to the existing customer group, clicking the green + button next to the customer row.

• Once the process is complete, the right-hand list will be updated with the new additions.

Customer Groups Settings​

Step 1: Navigate to the Customer Group Settings​

• Follow the Sales Channels sidebar and click the Customer Groups, then Customer Group Settings.

  
• From the Customer Group Settings page, you can set up the rules for creating a dynamic customer group.

• These rules will determine how customer groups are created and how they affect the display of stock and pricing information.

Step 2: Filtering Customer Group Settings​

• To manage and view your customer group settings, you can filter them based on customer attributes.

• The selected filters is displayed in the Active Filters row.

Step 3: Creating a New Customer Group Setting​

• To create a new customer group setting, click the +New Customer Groups Setting button located in the upper right corner.

  
• When adding a new customer group setting, you will need to provide a "name" and a "slug" for the setting. These fields are mandatory. The "name" is for identifying the setting, and the "slug" is a unique identifier for the setting.

• The specific configuration you set for this customer group will determine how stock and pricing information is displayed to customers.

  

Step 4: Example Use Case​

• For instance, let's say you want to create a special customer group setting for students.

• Students can access custom stock and pricing information when they log in with their school email addresses.

• To achieve this, you create a new customer group setting, name it "Student Discount," and set up the configuration to apply special pricing and stock display rules for customers with school email addresses.