cdfa21cfb0
* add tags * docs: add tags for user guide + links in commerce modules sidebar * generate sidebar
135 lines
4.9 KiB
Plaintext
135 lines
4.9 KiB
Plaintext
---
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sidebar_position: 2
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sidebar_label: "Manage Customer Groups"
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tags:
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- user guide
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- customer
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---
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import { EllipsisHorizontal, ArrowUpRightOnBox, EllipsisVertical } from "@medusajs/icons"
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export const metadata = {
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title: `Manage Customer Groups in Medusa Admin`,
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}
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# {metadata.title}
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In this guide, you’ll learn how to create and manage customer groups.
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## Segment Customers with Customer Groups
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A customer group is a way to segment your customers based on certain criteria. You can use customer groups to apply promotions or offer different pricing.
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For example, you can create a VIP customer group and offer them a 10% discount on all products. You can also create a wholesale customer group and offer them products at a discounted price for large orders.
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### View List of Customer Groups
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To view all customer groups, go to the Customers → Customer Groups page. From here, you can see a list, filter, and search through all customer groups.
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---
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## Create a Customer Group
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To create a customer group:
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1. Go to the Customers → Customer Groups page.
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2. Click the Create button.
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3. In the form that opens, enter the customer group's name.
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4. Click the Create button.
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---
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## View Customer Group Details
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To view the details of a customer group:
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1. Go to the Customers → Customer Groups page.
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2. Click on the group you want to view.
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This opens the customer group's details page.
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---
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## Edit a Customer Group
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To edit a customer group:
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1. Go to the customer group’s details page.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the top right of the first section.
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3. Click on Edit in the dropdown.
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4. In the side window that opens, you can edit the customer group's name.
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5. Once you’re done, click on the Save button.
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---
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## Manage Customers in a Group
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A customer group can have multiple customers. You can add or remove customers from a customer group.
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### Add Customers to a Group
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To add customers to a customer group:
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1. Go to the customer group’s details page.
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2. In the Customers section, click the Add button at the top right.
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3. Check the customers you want to add to the group.
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4. Once you're done, click on the Save button.
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### Remove a Customer from a Group
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To remove customers from a customer group:
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1. Go to the customer group’s details page.
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2. In the Customers section, check the customers you want to remove from the group.
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3. Once you're done, either press <Kbd>R</Kbd> or click Remove at the bottom center of the page.
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4. Confirm removing the customers by clicking the Continue button in the pop-up.
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---
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## Edit Customer Group Metadata
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Metadata is custom data that can be associated with the customer group in key-value pairs. This is usually used by developers for custom integrations or to store additional information about the customer group.
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To edit the customer group's metadata:
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1. Go to the customer group's details page.
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2. Click the <InlineIcon Icon={ArrowUpRightOnBox} alt="arrow" /> icon at the right of the "Metadata" section.
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3. In the side window that opens:
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- Manage the key-value pairs in the table.
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- To add a new row of key-value pairs before or after a row:
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- Hover over the row and click the <InlineIcon Icon={EllipsisVertical} alt="three-dots" /> icon at its right.
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- Choose "Insert row above" or "Insert row below" from the dropdown.
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- To delete a row of key-value pairs:
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- Hover over the row and click the <InlineIcon Icon={EllipsisVertical} alt="three-dots" /> icon at its right.
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- Choose "Delete row" from the dropdown.
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4. Once you're done, click the Save button.
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---
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## Delete Customer Group
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<Note type="warning">
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Deleting a customer group is irreversible. It doesn't delete the customers in the group.
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</Note>
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To delete a customer group:
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1. Go to the customer group’s details page.
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2. Click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the top right of the first section.
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3. Choose Delete from the dropdown.
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4. Confirm deleting the customer group by clicking the Delete button in the pop-up.
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