RC Manage Existing Customer Group

Admin Dashboard > Customers > Customer Groups > Manage Existing Customer Group

Purpose of the Manage Existing Customer Group Section

The Manage Existing Customer Group feature in the Admin Dashboard allows rental companies (RCs) to edit and maintain customer group settings. Customer groups are used to segment customers into categories for tailored pricing, promotions, and access to specific products or services. This feature ensures consistency and flexibility in managing customer classifications.

What This Section Is Used For

1. Customer Segmentation:

   • Organize customers into predefined groups such as Retail, Wholesale, or Preferred Customers.
   • Enable differentiated pricing, tax rules, and promotional strategies.

2. Enhanced Customer Management:

   • Edit group-specific settings to reflect changes in pricing tiers, discounts, or access rights.

3. Improved Operational Efficiency:

   • Streamline marketing campaigns and reporting by targeting specific customer groups.

How to Use Manage Existing Customer Group

Accessing the Manage Existing Customer Group Section

1. Navigate to Admin Dashboard > Customers > Customer Groups.
2. Locate the desired customer group from the list.
3. Click Edit next to the group to access its details.

Editing a Customer Group

1. Group Name:

   • Update the name of the customer group as needed. This name will appear throughout the system.

2. Tax Class Assignment:

   • Assign a specific tax class to the customer group (e.g., Taxable, Non-Taxable, Wholesale).
   • Tax classes influence the tax calculations for orders associated with customers in this group.

3. Discount Rules:

   • Set group-specific discounts or pricing rules, if applicable.
   • Discounts can be configured in Admin Dashboard > Promotions > Catalog Price Rules or Shopping Cart Price Rules.

4. Access Control:

   • Specify access to certain categories or products based on the customer group.
   • Manage visibility settings to control what group members can view or purchase.

5. Notes/Descriptions:

   • Add a brief description or internal notes about the group for administrative purposes.

6. Save Changes:

   • Click Save Customer Group to apply updates.

Assigning Customers to a Group

1. Navigate to Admin Dashboard > Customers > Manage Customers.
2. Search for and select the desired customer.
3. Edit the customer’s profile.
4. Under Account Information, select the appropriate customer group from the dropdown.
5. Save the changes to update the customer’s group affiliation.

Available Data Fields for Customer Groups

1. Group Name: The name of the customer group.
2. Tax Class: Determines applicable tax rules for the group.
3. Discount Rules: Defines any specific discounts or price adjustments applied to the group.
4. Access Permissions: Sets product and category visibility for the group.
5. Internal Notes: Optional notes for administrative use.
6. Created/Modified Date: Automatically updated timestamps for group creation and last modification.

Tips for Using Manage Existing Customer Group

1. Regularly review and update customer groups to reflect changes in business operations or customer demographics.
2. Use descriptive names for customer groups to simplify identification and reporting.
3. Assign appropriate tax classes to ensure compliance with tax regulations.
4. Combine customer groups with targeted marketing campaigns for better engagement.
5. Monitor customer assignments to ensure they are in the correct group for their pricing and access needs.

Example Use Cases

1. Retail Group:

   • Tax Class: Taxable
   • Access: All general products
   • Description: Regular customers purchasing standard items.

2. Wholesale Group:

   • Tax Class: Wholesale
   • Access: Bulk purchase categories
   • Description: Business customers eligible for volume discounts.

3. Preferred Customers:

   • Tax Class: Preferred
   • Access: Exclusive items or early access to new products
   • Description: Loyal customers with additional perks or discounts.