Files
medusa-store/www/docs/content/modules/customers/admin/manage-customer-groups.mdx
Shahed Nasser 914d773d3a api-ref: custom API reference (#4770)
* initialized next.js project

* finished markdown sections

* added operation schema component

* change page metadata

* eslint fixes

* fixes related to deployment

* added response schema

* resolve max stack issue

* support for different property types

* added support for property types

* added loading for components

* added more loading

* type fixes

* added oneOf type

* removed console

* fix replace with push

* refactored everything

* use static content for description

* fixes and improvements

* added code examples section

* fix path name

* optimizations

* fixed tag navigation

* add support for admin and store references

* general enhancements

* optimizations and fixes

* fixes and enhancements

* added search bar

* loading enhancements

* added loading

* added code blocks

* added margin top

* add empty response text

* fixed oneOf parameters

* added path and query parameters

* general fixes

* added base path env variable

* small fix for arrays

* enhancements

* design enhancements

* general enhancements

* fix isRequired

* added enum values

* enhancements

* general fixes

* general fixes

* changed oas generation script

* additions to the introduction section

* added copy button for code + other enhancements

* fix response code block

* fix metadata

* formatted store introduction

* move sidebar logic to Tags component

* added test env variables

* fix code block bug

* added loading animation

* added expand param + loading

* enhance operation loading

* made responsive + improvements

* added loading provider

* fixed loading

* adjustments for small devices

* added sidebar label for endpoints

* added feedback component

* fixed analytics

* general fixes

* listen to scroll for other headings

* added sample env file

* update api ref files + support new fields

* fix for external docs link

* added new sections

* fix last item in sidebar not showing

* move docs content to www/docs

* change redirect url

* revert change

* resolve build errors

* configure rewrites

* changed to environment variable url

* revert changing environment variable name

* add environment variable for API path

* fix links

* fix tailwind settings

* remove vercel file

* reconfigured api route

* move api page under api

* fix page metadata

* fix external link in navigation bar

* update api spec

* updated api specs

* fixed google lint error

* add max-height on request samples

* add padding before loading

* fix for one of name

* fix undefined types

* general fixes

* remove response schema example

* redesigned navigation bar

* redesigned sidebar

* fixed up paddings

* added feedback component + report issue

* fixed up typography, padding, and general styling

* redesigned code blocks

* optimization

* added error timeout

* fixes

* added indexing with algolia + fixes

* fix errors with algolia script

* redesign operation sections

* fix heading scroll

* design fixes

* fix padding

* fix padding + scroll issues

* fix scroll issues

* improve scroll performance

* fixes for safari

* optimization and fixes

* fixes to docs + details animation

* padding fixes for code block

* added tab animation

* fixed incorrect link

* added selection styling

* fix lint errors

* redesigned details component

* added detailed feedback form

* api reference fixes

* fix tabs

* upgrade + fixes

* updated documentation links

* optimizations to sidebar items

* fix spacing in sidebar item

* optimizations and fixes

* fix endpoint path styling

* remove margin

* final fixes

* change margin on small devices

* generated OAS

* fixes for mobile

* added feedback modal

* optimize dark mode button

* fixed color mode useeffect

* minimize dom size

* use new style system

* radius and spacing design system

* design fixes

* fix eslint errors

* added meta files

* change cron schedule

* fix docusaurus configurations

* added operating system to feedback data

* change content directory name

* fixes to contribution guidelines

* revert renaming content

* added api-reference to documentation workflow

* fixes for search

* added dark mode + fixes

* oas fixes

* handle bugs

* added code examples for clients

* changed tooltip text

* change authentication to card

* change page title based on selected section

* redesigned mobile navbar

* fix icon colors

* fix key colors

* fix medusa-js installation command

* change external regex in algolia

* change changeset

* fix padding on mobile

* fix hydration error

* update depedencies
2023-08-15 18:07:54 +03:00

738 lines
16 KiB
Plaintext
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
---
description: 'Learn how to implement customer group functionalities for admins using the REST APIs. This includes listing customer groups, creating a customer group, managing customers in the group, and more.'
addHowToData: true
---
import Tabs from '@theme/Tabs';
import TabItem from '@theme/TabItem';
# How to Manage Customer Groups
In this document, youll learn how to use the customer groups admin APIs to manage customer groups and their associated customers and price lists.
## Overview
Using the Admin API you can manage customer groups by creating, retrieving, updating, and deleting them. You can also manage the customers in a customer group.
Using the PriceList API you can specify among the conditions the customer groups that the prices will apply to.
This guide covers how to use these APIs to perform these tasks.
---
## Prerequisites
### Medusa Components
It is assumed that you already have a Medusa backend installed and set up. If not, you can follow our [quickstart guide](../../../development/backend/install.mdx) to get started.
### JS Client
This guide includes code snippets to send requests to your Medusa backend using Medusas JS Client, among other methods.
If you follow the JS Client code blocks, its assumed you already have [Medusas JS Client](../../../js-client/overview.md) installed and have [created an instance of the client](../../../js-client/overview.md#configuration).
### Medusa React
This guide also includes code snippets to send requests to your Medusa backend using Medusa React, among other methods.
If you follow the Medusa React code blocks, it's assumed you already have [Medusa React installed](../../../medusa-react/overview.mdx) and have [used MedusaProvider higher in your component tree](../../../medusa-react/overview.mdx#usage).
### Authenticated Admin User
You must be an authenticated admin user before following along with the steps in the tutorial.
You can learn more about [authenticating as an admin user in the API reference](https://docs.medusajs.com/api/admin#authentication).
---
## Create Customer Groups
You can create a customer group by sending a request to the Create Customer Group endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.create({
name: "VIP",
})
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import { useAdminCreateCustomerGroup } from "medusa-react"
const CreateCustomerGroup = () => {
const createCustomerGroup = useAdminCreateCustomerGroup()
// ...
const handleCreate = () => {
createCustomerGroup.mutate({
name,
})
}
// ...
return (
<form>
{/* Render form */}
</form>
)
}
export default CreateCustomerGroup
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
```ts
fetch(`<BACKEND_URL>/admin/customer-groups`, {
method: "POST",
credentials: "include",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify({
name: "VIP",
}),
})
.then((response) => response.json())
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X POST '<BACKEND_URL>/admin/customer-groups' \
-H 'Authorization: Bearer <API_TOKEN>' \
-H 'Content-Type: application/json' \
--data-raw '{
"name": "VIP"
}'
```
</TabItem>
</Tabs>
This request requires the `name` parameter and optionally accepts the `metadata` object parameter to be passed in the body. It returns the created customer group.
---
## List Customer Groups
You can get a list of all customer groups by sending a request to the List Customer Groups endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.list()
.then(({ customer_groups, limit, offset, count }) => {
console.log(customer_groups.length)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import { CustomerGroup } from "@medusajs/medusa"
import { useAdminCustomerGroups } from "medusa-react"
const CustomerGroups = () => {
const {
customer_groups,
isLoading,
} = useAdminCustomerGroups()
return (
<div>
{isLoading && <span>Loading...</span>}
{customer_groups && !customer_groups.length && (
<span>No Customer Groups</span>
)}
{customer_groups && customer_groups.length > 0 && (
<ul>
{customer_groups.map(
(customerGroup: CustomerGroup) => (
<li key={customerGroup.id}>
{customerGroup.name}
</li>
)
)}
</ul>
)}
</div>
)
}
export default CustomerGroups
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
```ts
fetch(`<BACKEND_URL>/admin/customer-groups`, {
credentials: "include",
})
.then((response) => response.json())
.then(({ customer_groups, limit, offset, count }) => {
console.log(customer_groups.length)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X GET '<BACKEND_URL>/admin/customer-groups' \
-H 'Authorization: Bearer <API_TOKEN>'
```
</TabItem>
</Tabs>
This request returns an array of customer groups, as well as pagination fields.
You can also pass filters and other selection query parameters to the request. Check out the [API reference](https://docs.medusajs.com/api/admin#customer-groups_getcustomergroups) for more details on available query parameters.
---
## Retrieve a Customer Group
You can retrieve a single customer group by sending a request to the Get a Customer Group endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.retrieve(customerGroupId)
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import { useAdminCustomerGroup } from "medusa-react"
const CustomerGroup = () => {
const { customer_group, isLoading } = useAdminCustomerGroup(
customerGroupId
)
return (
<div>
{isLoading && <span>Loading...</span>}
{customer_group && <span>{customer_group.name}</span>}
</div>
)
}
export default CustomerGroup
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
```ts
fetch(
`<BACKEND_URL>/admin/customer-groups/${customerGroupId}`,
{
credentials: "include",
}
)
.then((response) => response.json())
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X GET '<BACKEND_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>' \
-H 'Authorization: Bearer <API_TOKEN>'
```
</TabItem>
</Tabs>
This request accepts the ID of the customer group to retrieve as a path parameter. It returns the customer group of that ID.
---
## Update a Customer Group
You can update a customer groups data by sending a request to the Update Customer Group endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.update(customerGroupId, {
metadata: {
is_seller: true,
},
})
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import { useAdminUpdateCustomerGroup } from "medusa-react"
const UpdateCustomerGroup = () => {
const updateCustomerGroup = useAdminUpdateCustomerGroup(
customerGroupId
)
// ..
const handleUpdate = () => {
updateCustomerGroup.mutate({
name,
})
}
// ...
return (
<form>
{/* Render form */}
</form>
)
}
export default UpdateCustomerGroup
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
```ts
fetch(
`<BACKEND_URL>/admin/customer-groups/${customerGroupId}`,
{
method: "POST",
credentials: "include",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify({
metadata: {
is_seller: true,
},
}),
}
)
.then((response) => response.json())
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X POST '<BACKEND_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>' \
-H 'Authorization: Bearer <API_TOKEN>' \
-H 'Content-Type: application/json' \
--data-raw '{
"metadata": {
"is_seller": true
}
}'
```
</TabItem>
</Tabs>
This request accepts the ID of the customer group as a path parameter, and optionally accepts the `name` or `metadata` fields as body parameters. It returns the updated customer group.
---
## Delete Customer Group
You can delete a customer group by sending a request to the Delete a Customer Group endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.delete(customerGroupId)
.then(({ id, object, deleted }) => {
console.log(id)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import { useAdminDeleteCustomerGroup } from "medusa-react"
const CustomerGroup = () => {
const deleteCustomerGroup = useAdminDeleteCustomerGroup(
customerGroupId
)
// ...
const handleDeleteCustomerGroup = () => {
deleteCustomerGroup.mutate()
}
// ...
}
export default CustomerGroup
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
```ts
fetch(
`<BACKEND_URL>/admin/customer-groups/${customerGroupId}`,
{
method: "DELETE",
credentials: "include",
}
)
.then((response) => response.json())
.then(({ id, object, deleted }) => {
console.log(id)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X DELETE '<BACKEND_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>' \
-H 'Authorization: Bearer <API_TOKEN>'
```
</TabItem>
</Tabs>
This request accepts the ID of the customer group to delete as a path parameter. It returns the ID of the deleted entity.
---
## Manage Customers
### Add Customer to Group
You can add a customer to a group by sending a request to the Customer Groups Add Customer endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.addCustomers(customerGroupId, {
customer_ids: [
{
id: customerId,
},
],
})
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import {
useAdminAddCustomersToCustomerGroup,
} from "medusa-react"
const CustomerGroup = () => {
const addCustomers = useAdminAddCustomersToCustomerGroup(
customerGroupId
)
// ...
const handleAddCustomers= (customerId: string) => {
addCustomers.mutate({
customer_ids: [
{
id: customerId,
},
],
})
}
// ...
}
export default CustomerGroup
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
<!-- eslint-disable max-len -->
```ts
fetch(
`<BACKEND_URL>/admin/customer-groups/${customerGroupId}/customers/batch`,
{
method: "POST",
credentials: "include",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify({
customer_ids: [
{
id: customerId,
},
],
}),
}
)
.then((response) => response.json())
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X POST '<BACKEND_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>/customers/batch' \
-H 'Authorization: Bearer <API_TOKEN>' \
-H 'Content-Type: application/json' \
--data-raw '{
"customer_ids": [
{
"id": "<CUSTOMER_ID>"
}
]
}'
```
</TabItem>
</Tabs>
This request accepts the ID of the customer group as a path parameter. In its body, it accepts a `customer_ids` array of objects. Each object in the array must have the `id` property with its value being the ID of the customer you want to add.
### List Customers
You can retrieve a list of all customers in a customer group using the List Customers endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.listCustomers(customerGroupId)
.then(({ customers, count, offset, limit }) => {
console.log(customers.length)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import { Customer } from "@medusajs/medusa"
import { useAdminCustomerGroupCustomers } from "medusa-react"
const CustomerGroup = () => {
const {
customers,
isLoading,
} = useAdminCustomerGroupCustomers(
customerGroupId
)
return (
<div>
{isLoading && <span>Loading...</span>}
{customers && !customers.length && (
<span>No customers</span>
)}
{customers && customers.length > 0 && (
<ul>
{customers.map((customer: Customer) => (
<li key={customer.id}>{customer.first_name}</li>
))}
</ul>
)}
</div>
)
}
export default CustomerGroup
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
<!-- eslint-disable max-len -->
```ts
fetch(`<BACKEND_URL>/admin/customer-groups/${customerGroupId}/customers`, {
credentials: "include",
})
.then((response) => response.json())
.then(({ customers, count, offset, limit }) => {
console.log(customers.length)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X GET '<BACKEND_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>/customers' \
-H 'Authorization: Bearer <API_TOKEN>'
```
</TabItem>
</Tabs>
This request accepts the ID of the customer group as a path parameter. It returns an array of customers along with pagination fields.
### Remove Customers from a Group
:::info
Removing customers from a group does not remove them entirely. Theyll still be available in your store.
:::
You can remove customers from a customer group by sending a request to the Remove Customers endpoint:
<Tabs groupId="request-type" isCodeTabs={true}>
<TabItem value="client" label="Medusa JS Client" default>
```ts
medusa.admin.customerGroups.removeCustomers(
customer_group_id,
{
customer_ids: [
{
id: customer_id,
},
],
}
)
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="medusa-react" label="Medusa React">
```tsx
import { Customer } from "@medusajs/medusa"
import {
useAdminRemoveCustomersFromCustomerGroup,
} from "medusa-react"
const CustomerGroup = () => {
const removeCustomers =
useAdminRemoveCustomersFromCustomerGroup(
customerGroupId
)
// ...
const handleRemoveCustomer = (customer_id: string) => {
removeCustomers.mutate({
customer_ids: [
{
id: customer_id,
},
],
})
}
// ...
}
export default CustomerGroup
```
</TabItem>
<TabItem value="fetch" label="Fetch API">
<!-- eslint-disable max-len -->
```ts
fetch(
`<BACKEND_URL>/admin/customer-groups/${customerGroupId}/customers/batch`,
{
method: "DELETE",
credentials: "include",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify({
customer_ids: [
{
id: customerId,
},
],
}),
}
)
.then((response) => response.json())
.then(({ customer_group }) => {
console.log(customer_group.id)
})
```
</TabItem>
<TabItem value="curl" label="cURL">
```bash
curl -L -X DELETE '<BACKEND_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>/customers/batch' \
-H 'Authorization: Bearer <API_TOKEN>' \
-H 'Content-Type: application/json' \
--data-raw '{
"customer_ids": [
{
"id": "<CUSTOMER_ID>"
}
]
}'
```
</TabItem>
</Tabs>
This request accepts as a path parameter the ID of the customer group to remove customers from. In its body, it accepts a `customer_ids` array of objects. Each object in the array must have the `id` property with the value being the ID of the customer to remove from the group.
This request returns the customer group.
---
## Use Customer Groups as Conditions in a Price List
When you create or update a price list, you can specify one or more customer groups as conditions for the price list. You can learn how to do that in the [PriceList API documentation](../../price-lists/admin/manage-price-lists.mdx).