How can I update my customer user / price group names?



This article requires the Customer Groups addon from the Neto addon store.
  1. From your Neto dashboard, navigate to Setup & Tools > All settings & tools.

  2. On the left hand side navigation bar, click the Customers tab and click Customer Groups.

  3. Within the Customer Groups page, click on the price group ID you wish to edit.


  4. Within the edit page, you can make the following changes:


    Name
    Enter a new name for the group.

    Minimum Spend
    The minimum amount a customer assigned to this group must spend to be able to checkout on your website.

    Currency Code
    Set the currency code of the group. This is especially useful for customers that have a shopping feed with Trade Me and often get orders in NZ Dollars.

    Sales Category
    You can track sales by setting a sales category for reporting purposes. This field is optional.

    Sales Requirement
    The total amount of purchases a customer must make in a given period of time to be eligible for this group.


  5. Save to apply the changes.


  • Last Modified: 29/12/2016 Neto Version: 6.6