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How to manage customers and groups in Magento 2

Magento 2 Extensions
Written by ITORIS Team, 2018-07-27   

How to manage customers and groups in Magento 2

Separating your customers into different groups according to the different characteristics such as geography, hobbies, age or gender is very important. Doing so would allow business owners to target their products and services to the right kind of people; therefore increasing the latter’s degree of satisfaction and its own profits.


How to add a new customer in Magento 2 from Backend

To add a new customer in Magento 2, you’ll need to:

Step 1: Login to your Magento 2 Admin account and proceed to CustomersAll Customers;

Step 2: Click the Add New Customer button located on the top right-hand corner of the page:

List of customers in Magento 2

Step 3a: Fill in the New Customer form with all the necessary information, including the customer’s Last/First Name and Email address, choose the Website you would like this customer to be associated with and assign the respective Group such as General, Wholesale or Retailer. Other fields such as Tax/VAT Number are optional:

Creating a new customer in Magento 2

Step 3b: In addition to specifying the necessary Account Information, there is also an option to add both billing and shipping addresses for the customer in the Addresses tab:

Entering an address for a new customer in Magento 2

Click the Save Customer button once all the necessary information has been filled in.

How to add a new customer group in Magento 2 from Backend

Follow these steps in order to add a new customer group in Magento 2:

Step 1: Once you’re logged in as an Admin, go to StoresOther SettingsCustomer Groups. You should be redirected to the page called New Customer Group. After that, hit the Add New Customer Group button which can be found on the upper right-hand corner of the page:

Customer groups in Magento 2

Step 2: Once you’re there, you’ll need to come up with a Group Name using a maximum of 32 characters and choose a specific Tax Class. Don’t forget to click the Save Customer Group button to save the changes:

Creating new customer group in Magento 2

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