Customer groups
The customer groups allow you to define whether the prices in the store are displayed net or gross.
The "standard customer group" is used as a fallback for all sales channels. If the "standard customer group" is deleted, the frontend is no longer accessible.
You can't create a new customer group and name it "standard customer group" because it has a fixed UUID in the database.
You can find out how to restore them with a query here.
Overview
You will find the menu item Customer groups under Settings. Here you can create and edit the customer groups in which the customers are divided.
For example, prices for different customer groups can be displayed in gross or net.
In the following overview you will find all existing customer groups and the corresponding tax displays.
With the button Create customer group(1) you can create a completely new customer group. You can edit existing customer groups by clicking on the name (2) or via the context menu (4).
In the list settings (3) you can adjust the order of the information, but also hide individual columns. You can also use the compact mode, which summarizes the list to the most important information.
You can also hide a column directly via the context menu (5) next to the column name.
New customer group
Click the button Create customer group to create a completely new customer group.
In addition to the name of the customer group, you can specify which tax representation (1) (gross or net prices) should be used in the shop for the customers of the customer group.
You can also specify whether a separate registration form (2) should be used for the customer group. This allows the customer to register directly for a specific customer group. The customer is not directly assigned to the customer group, an activation is required.
Alternatively, the Customer is assigned to the standard Customer Group of the sales channel. For more information, please refer to the next section Customer Group Registration.
Customer group registration
Configuration
If you activate the custom signup form (1) for the customer group, further configuration options are displayed.
Registration form
In addition to the title (1), you can also optionally enter an additional text as an introduction (2). The introductory text can, for example, contain information about the customer group for which the customer can register here. This information is displayed on the registration form directly below the title.
You can also enter an SEO meta description (3) for the form.
You can display additional input fields for the registration of corporate customers by activating the option Company signup form (4). In this case, the customer can also enter the company, department and VAT ID. These entries are optional.
URLs
In order to call up the form, it is given its own URL.
To do this, it is first necessary to assign the form to at least one available sales channel (1).
When you save the form, a Technical URL (2) is created.
The Technical URL(2) can be used for user-defined links within the category module and is then automatically replaced with the corresponding sales channel URL.
If no complete URL is created for a sales channel for a language, please check in the sales channel settings whether the language has also been added and a domain for the language exists.
B2B Components functions
If you are using the Shopware Commercial extension and have booked at least one Shopware Evolve plan, the B2B Components functions are available to you in the customised registration form. This allows you to determine directly for entire customer groups which individual functions should be available.
With the option Company signup form (1), additional input fields are displayed during registration. The customer can also enter the company, department and VAT ID. These entries are optional.
The following B2B functions can be activated for each customer group as soon as the customer registers:
- Employee Management (2): With the extended role and rights management, you have the option of assigning and managing rights and roles within the B2B functions.
Quick Orders (3): Your customers can add orders to the shopping basket or an order list more quickly. All they need is the product number and quantity. This is possible either directly via a simple input mask or by importing a file.
- Quote Management (4): Enable smooth Quote Management on both sides: Create quotations and send them to your customers. Accept or reject offers that have been made to you.
Order Approval (5): Specify in the admin which users should be able to approve or reject orders in the storefront. Your B2B customers can define their own approval rules for roles.
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Storefront
The title (1) stored in the configuration of the form and the optional introductory text (2) are displayed above the form fields.
Activation of the customer in Admin
After a customer has registered for a customer group via the registration form, the customer is not directly assigned to the customer group. The customer is initially in the standard customer group of the sales channel and is provided with a corresponding note (1) in the customer overview.
You can then carry out further administration in the customer details. You can access the details by clicking on the customer name or the "..." menu at the end of the line.
For customers who have made a request for a customer group, the administration function is displayed above the navigation tabs, which you can use to reject (1) or accept (2) the customer for the customer group. The customer will then receive an info by e-mail. For this purpose, the e-mail templates of the type customer group change rejected or customer group change accepted are used.
As long as no selection has been made, the customer is assigned to the standard customer group (3).