Everybody knows that every website is different. Some sites only sell products to Business to Consumer (B2C) while others sell to Business to Business (B2B) or both.
In the B2C market it is pretty common to only have one customer group called Retailer. While the B2B market is related to the Wholesaler. Beside these two, we could also have groups such as Platinum, Gold, Silver, Special members, or groups based on their location. So the options are unlimited. Setting up the correct infrastructure for your customers helps you to segment these groups and offer them different prices.
Magento offers by default the following groups: General, NOT LOGGED IN, Retailer, and Wholesale.
To step through this recipe, you will use a Droplet created in Chapter 2, Magento 2 System Tools at DigitalOcean https://www.digitalocean.com/. We will be using an NGINX, PHP-FPM, Composer-based setup including sample data. No other prerequisites are required.
For the purpose of this recipe, let's assume that we need to add additional customer groups. We want to create the following groups: Platinum, Gold, and Silver. The following steps will guide you through this.
crontab
configured correctly, you do not have to worry about this. Magento 2 will update this for you every minute.Let's recap and find out what we did throughout the preceding recipe. In Steps 1 through 6, we configured different Customer Groups and connected them to the appropriate customer.
Creating customers groups basically does nothing. It is the relation to marketing or segmentation that makes the difference. In Magento 2, we got Catalog and Cart Price Rules. When combining them with the Customers Group we are able to create member discounts.
Go to Marketing | Promotions | Catalog Price Rules, or Cart Price Rules and click Add New Rule. In the General Information section we see the Customer Groups list.
Now go ahead and create a new rule and use one of the groups. Here is an example. Create a new rule called Platinum 25%, and select the Customer Groups Platinum. Now go to the Actions tab menu and choose the Apply rule: Percent of product price discount. In the Discount Amount commit 25. This is the amount of percent the Platinum member gets discounted from the total of his shopping cart.
Make sure when testing that the customer login is in this group.
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