Hello, this is Franck, from Sitolog. Today I'm going to show you how to manage
customer groups in Merlin Backoffice. So, customer groups are managed using this tab
here with the same name, customer group, which is located in the category view.
So if you only have the version of Merlin that allows you to manage products, what we call
basic management or basic product management function, but not the category view
or category management, then you won't be able to effectively administer your
customer groups. So, why is this notion of customer group part of the category view? Quite
simply because customer groups are intrinsically linked to categories.
We'll see that customer groups can have discounts by category, be associated
or not with the various categories, and so on. So in this customer group, the first thing
you can do is, of course, display the existing groups. So by clicking here on
the display button. So we immediately see the three groups created by default in all
versions of Prestashop: the visitor, guest, and customer groups. And then you have various information,
such as the discount rate that applies to all customers belonging to a particular
group. And that's a discount rate that will apply to all products, all
categories. In fact, it's the default discount rate that applies to a particular group of customers.
Typically, this is often used to define the discount rate for professionals versus
individuals, for sites that have two price ranges: the professional range and the
individual range. Then, you have information regarding the display type (excluding tax).
So the same thing, it's especially useful for professionals; we often display prices
excluding tax for the professional group, and then including tax for individuals. Whether or not to display the same prices is a
distinction based on your targets. Here, you finally have information called access
to the source category. So, we'll see later that we can do things like this in
bulk, but here, it's only to allow you to quickly see when you select a
category above whether this category is accessible or not to the different
customer groups here. So when it's checked, it means there's an association between the category and the
group. Here, you have the discount rate which can be specific to the category selected above. That
is to say, you can very well have, for example, 5% for visitors everywhere, but in blues,
I want to have less. So I can put it here directly. I'll put, for example,
4% only in the blues category, whereas it's 5% across the entire site. And finally, columns
that tell you whether the customer group is associated or not with the different stores. So
currently, I'm in a configuration here with four stores, two groups, four stores
, and so I end up with four columns. And here, you can, for example, say that the guest group
does not have access to store 4 by unchecking here. And you can do this in bulk. For
example, I could take two customer groups and say these two customer groups
here do not have access to store 2. So I uncheck them or I reassociate them.
Here, you finally have the translation of the names of the different groups in the different
languages ​​of your store. So I have an installation here in two languages: French and
English. So I can translate my names from different groups here. That's it,
that's for the information. So Merlin goes much further than simply
giving you this type of information. It will allow you to modify all these sections, all this information,
all the associations in bulk and it even allows you, as we'll see right away,
to create new groups. So to create new groups, I click here on new,
which shows me the creation form that you can hide again by clicking
here. And so in this form, you have just before clicking on the create button,
So who will add the group, well you just have to choose its parameters.
So you will be able to give it a name. For example, I will call it pro. Define whether the
prices are excluding tax or including tax, whether or not to display the prices and so on. In fact, each
of the headings here corresponds to the different columns of the table. So for my pro group,
I will do hortax. I will not the prices. I will assign it to all customers. No. Am
I going to assign it to all carriers? Well yes, why not? Assign to all the
modules of the site? Yes. Finally, you will be able to decide here, this is important, whether for
this pro group, all the categories of the store are available, accessible. So,
you should know that when you create a group in Prestashop, Prestashop does the
opposite behavior. It does not associate any of the existing categories with the new group, which
of course poses a problem. You create a new group of customers and no one sees your products.
They are simply unrelated. So here in Merlin, you can simply check this
option to automatically give your new group access to all categories.
But you can also deliberately choose only certain categories. For example,
I'm going to choose women here in recursive mode. So that will select the entire women branch
with all its subcategories. And if I choose this, well, only the categories in
the women branch will be accessible to this professional category. Finally, the last choice
is precisely the default one in Pressa Shop, which does not associate any group with any category.
Here in this column, you can manage the associations to the different stores. So
either directly associate the new group with all stores, or only with the
selected one. So if you want to use the second option here, you must first go to
this tab here in the stores drawer in the control panel and select with
control clicks the different stores to associate the group with. Okay, I'm going to associate it with
all stores. And then finally here in the last column, you can define this famous
discount rate for the group, the default rate. So here I'm going to say that my pros, well, they
systematically go 20% on my entire store. And you can also optionally
define a discount rate here that will be specific to the categories you select above. So,
like here, I associated my group with all the categories, ah no, excuse me, I said that
I wanted to associate it only with the selected CIP categories. So, I made a little mistake
in my explanations. I'll correct myself. When you choose this option, access to the group here
is not defined by the categories you select above. So there's no point in
me selecting women here. But in fact, access here is defined in relation to the categories in
the target categories tab here. So if I want to associate my group only with women,
I have to choose it here in recursive mode. There you go, it's the same thing here. Here you can
define a discount rate specific to only a certain category. So typically if I said
I associate with all categories but for women in particular and it's a subcategory,
I want a discount rate of no more, uh, so I had set 20 but for example, go 22% in
the women's category in the women's branch. There you go, I've defined my parameters. I click on create,
it creates my group and above all it mass associates with all my categories since that's what I
asked it to do here. And here it is created with its 20% associated with all the stores because
that's what I asked it to do here. And when I select a branch or a category,
for example, I'll take women alone here, I can see that my women's branch has 22%, eh.
That was the specific rate that I gave here. If, on the other hand, I go into another category outside
the women's branch, like in men's, I should normally have a rate
of only 20%, the group discount. I don't have my own discount defined for my men's category.
but only the default rate. Once your group is created, you now need to fill it with
customers. So you'll do this either automatically by managing your site. Each
time someone registers, you'll ask them if they're professionals or individuals. So
the filling will be done automatically. But you can also, when creating, say, "Well, I'd like to
retrieve all my customers to associate them with my new group." So for that, you have
this associate customer button here which allows you to add all the customers already created in your
store to this group. So I can do it on a single group, but I can also do it on
several groups at the same time. So if I click on this, associate customer, I'll add
all my existing customers to my three groups once again. So, I'll stop
here for a moment to talk about future developments. For now, we can't sort customers. It's
either all or none, right? That is to say, we have a button to associate them all or to
unassociate them all. We cannot make a selection with a filter to select a part
of the customer today, for example according to their purchases or according to their name or according to their geography or other, uh,
to associate them with a group. That will be part of the future developments of Merlin to come. So I
confirm in order to associate my customers with my three groups. And as I said, here is a button
to unassociate. So if I do that, it tells me all the customers will be unassociated from my three
groups. I will cancel. And finally, you have here, of course, a button to delete the
group(s) that you have created. So, I will create another group that I will call particular
and this time, uh, I will associate it only with certain categories at the time of creation.
So I come here and I will say that my particular group has access and, well, co-promotion, for
example. So I select promotion and then I'm also going to add accessories just to
show you that we can do it on several. So I select two categories: men's accessories,
women's accessories, and promotion. I choose here access only to the selected CP categories,
so here on the right. And I'm going to give it displays not tax but including tax.
Uh, prices displayed, yes, assigned to all customers, why not all carriers,
all modules. And for this group, I have a very small discount rate of 5%,
or even nothing at all because after all, it's the base prices
that apply on this site and I associate it with all the stores. There you go, I create my group,
I find it here. So what I wanted to show is that you can modify it once you've created
a group. Of course, you can make mistakes, you can make errors and therefore you have to be able to go back
or make changes. Typically for the pro group here, I made a mistake, I
didn't check display excluding tax. So currently, it will have prices including tax that do not correspond to
reality. So I will check my option directly here. First individual, let's imagine that
I wanted to add another category. I would also have wanted him to have access to the home category
here. So, I could of course select home here in what we call the source categories.
And since I have a column accessing the source category, simply check here. See,
we can clearly see that it is not associated with man. This works if you have one or two categories
because you only have one column, it only works on one category at a time.
So if you need to mass associate a group with several categories, in fact we will do it
here in this tab. So for that, we will use these two buttons which are
here. So these buttons appear when we choose the customer group. That is to say
that if I move to another tab here, you see the buttons disappear. But as soon as
I come to the customer group, my two buttons appear. Basically, we have a
pairing button and an unpairing button. How does it work? Well, it's very simple.
I just have to click on the group(s) that I want to associate. For example, I'll take my
personal group and my professional group. So I'll associate these two groups with my home category.
But I just have to select it. And if I also want to take, for example, the home, no
problem. I also click on the home. So I can take an infinite number of categories here,
an infinite number of groups here and I associate them en masse by clicking here on the button
representing a chain. There you go, it's done. And if I want to unassociate, on the contrary, I use
the second button. For example, if I want to remove personal from my home accessory category,
well I select and I cut my association. There you go, it's done. So now, see,
if I come here to home, I look at my personal category, we see that it is indeed associated with
my source category as well as professional. On the other hand, I have associated men's accessories. So we're going
to go down a little here. I have home accessory. By the way, to display the right panel here,
I advise you to click on the Canadian. We saw that in the initial tutorial. This allows you to
open it and shift this table to the left here. So there, you have access to all the
columns, the elevator, etc. I was saying, so if I select the home category, I can clearly see that
the home category is deselected, disabled, or not accessible to individuals because I used
this button again to break the relationship between the two. And this tab here or this window
allows you to do a little more than just associate or dissociate groups from categories. It also allows you
to define the famous discounts by category. Look, if I go to the right here, from
the moment I'm still in my customer group tab, I have a column called
group discount. And so in this group discount column, I can define my different
discounts that apply to different categories for each of the groups. For example,
earlier when I created the pro group, remember, I had defined a rate of 22%
for women. I had defined it using this field here and selecting women
here before clicking on creation. And again, what you did when creating
, well, it's editable. You may have made a mistake and want to go back. So
if, for example, 22, well, I wanted 21%, all I have to do is edit it here. There you go.
And if I want to define another discount rate, so for another category. So,
I select my customer group. And if, for example, for men, I wanted a
discount of 23, well, I define it here. There you go. So, typically for this pro group, we will have
a 21% discount for all women's categories, 23% in the men's branch, and we will have a rate of
20% defined here for all other categories to which professionals have access. Al to
be really complete on this notion of discount by category, by customer group, I would
just like to emphasize something that maybe you already know, maybe not. Here, we define
discount rates for an entire category. So that will apply to all products,
either categories that we have selected, or see all categories when it is a
native discount of the group. But if you want to establish discounts for particular products,
specific products for certain customer groups, well at that moment you will
not work in this window there. You will go to the product view and in the
product view, you will select your products and then you will go to the specific prices tab
. Why? Because specific prices allow you to define, as
their term indicates, specific special prices for one or more products, or even one or
more product variations according to certain criteria. And in the criteria available for
specific prices, we have precisely the notion of customer group. So for a given group of customers
, I can define that this product here belt home will have 5% discount from such date to such date
or from a certain quantity. So that becomes a decreasing price. There you go. Or you
can go so far as to define specific prices for particular customers. Not just
the concept of group but also the concept of customer. There you go. So here, we have a much
greater degree of precision to define special prices per product. In the category view, at least
in Prestashop, the concept of discount by category is defined here or up there in terms of discount by
category, by customer group. We can't go more precise than the category, nor more
precise than the group itself. We can't choose a specific customer here. That's it, I'm done
here for this training on the concept of customer group. I hope you've learned something
. If you need help, don't hesitate to call me. I'll be here to help you. Thank you.