WEBVTT Kind: captions Language: en-US 00:00:10.160 --> 00:00:14.840 Hello, this is Franck, from Sitolog. Today I'm going to show you how to manage 00:00:14.840 --> 00:00:20.640 customer groups in Merlin Backoffice. So, customer groups are managed using this tab 00:00:20.640 --> 00:00:24.960 here with the same name, customer group, which is located in the category view. 00:00:24.960 --> 00:00:30.120 So if you only have the version of Merlin that allows you to manage products, what we call 00:00:30.120 --> 00:00:34.280 basic management or basic product management function, but not the category view 00:00:34.280 --> 00:00:38.800 or category management, then you won't be able to effectively administer your 00:00:38.800 --> 00:00:44.120 customer groups. So, why is this notion of customer group part of the category view? Quite 00:00:44.120 --> 00:00:48.080 simply because customer groups are intrinsically linked to categories. 00:00:48.080 --> 00:00:52.080 We'll see that customer groups can have discounts by category, be associated 00:00:52.080 --> 00:00:57.760 or not with the various categories, and so on. So in this customer group, the first thing 00:00:57.760 --> 00:01:02.200 you can do is, of course, display the existing groups. So by clicking here on 00:01:02.200 --> 00:01:07.920 the display button. So we immediately see the three groups created by default in all 00:01:07.920 --> 00:01:15.240 versions of Prestashop: the visitor, guest, and customer groups. And then you have various information, 00:01:15.240 --> 00:01:22.600 such as the discount rate that applies to all customers belonging to a particular 00:01:22.600 --> 00:01:27.400 group. And that's a discount rate that will apply to all products, all 00:01:27.400 --> 00:01:32.680 categories. In fact, it's the default discount rate that applies to a particular group of customers. 00:01:32.680 --> 00:01:38.240 Typically, this is often used to define the discount rate for professionals versus 00:01:38.240 --> 00:01:42.800 individuals, for sites that have two price ranges: the professional range and the 00:01:42.800 --> 00:01:51.920 individual range. Then, you have information regarding the display type (excluding tax). 00:01:51.920 --> 00:01:57.480 So the same thing, it's especially useful for professionals; we often display prices 00:01:57.480 --> 00:02:03.280 excluding tax for the professional group, and then including tax for individuals. Whether or not to display the same prices is a 00:02:03.280 --> 00:02:11.600 distinction based on your targets. Here, you finally have information called access 00:02:11.600 --> 00:02:15.600 to the source category. So, we'll see later that we can do things like this in 00:02:15.600 --> 00:02:19.440 bulk, but here, it's only to allow you to quickly see when you select a 00:02:19.440 --> 00:02:26.640 category above whether this category is accessible or not to the different 00:02:26.640 --> 00:02:31.480 customer groups here. So when it's checked, it means there's an association between the category and the 00:02:31.480 --> 00:02:39.080 group. Here, you have the discount rate which can be specific to the category selected above. That 00:02:39.080 --> 00:02:44.880 is to say, you can very well have, for example, 5% for visitors everywhere, but in blues, 00:02:44.880 --> 00:02:48.640 I want to have less. So I can put it here directly. I'll put, for example, 00:02:48.640 --> 00:02:56.920 4% only in the blues category, whereas it's 5% across the entire site. And finally, columns 00:02:56.920 --> 00:03:02.520 that tell you whether the customer group is associated or not with the different stores. So 00:03:02.520 --> 00:03:08.360 currently, I'm in a configuration here with four stores, two groups, four stores 00:03:08.360 --> 00:03:13.720 , and so I end up with four columns. And here, you can, for example, say that the guest group 00:03:13.720 --> 00:03:19.040 does not have access to store 4 by unchecking here. And you can do this in bulk. For 00:03:19.040 --> 00:03:22.920 example, I could take two customer groups and say these two customer groups 00:03:22.920 --> 00:03:30.080 here do not have access to store 2. So I uncheck them or I reassociate them. 00:03:30.080 --> 00:03:34.520 Here, you finally have the translation of the names of the different groups in the different 00:03:34.520 --> 00:03:39.560 languages ​​of your store. So I have an installation here in two languages: French and 00:03:39.560 --> 00:03:46.400 English. So I can translate my names from different groups here. That's it, 00:03:46.400 --> 00:03:49.960 that's for the information. So Merlin goes much further than simply 00:03:49.960 --> 00:03:54.120 giving you this type of information. It will allow you to modify all these sections, all this information, 00:03:54.120 --> 00:03:57.760 all the associations in bulk and it even allows you, as we'll see right away, 00:03:57.760 --> 00:04:03.880 to create new groups. So to create new groups, I click here on new, 00:04:03.880 --> 00:04:08.920 which shows me the creation form that you can hide again by clicking 00:04:08.920 --> 00:04:14.240 here. And so in this form, you have just before clicking on the create button, 00:04:14.240 --> 00:04:18.800 So who will add the group, well you just have to choose its parameters. 00:04:19.320 --> 00:04:25.200 So you will be able to give it a name. For example, I will call it pro. Define whether the 00:04:25.200 --> 00:04:30.720 prices are excluding tax or including tax, whether or not to display the prices and so on. In fact, each 00:04:30.720 --> 00:04:35.000 of the headings here corresponds to the different columns of the table. So for my pro group, 00:04:35.000 --> 00:04:42.040 I will do hortax. I will not the prices. I will assign it to all customers. No. Am 00:04:42.040 --> 00:04:46.120 I going to assign it to all carriers? Well yes, why not? Assign to all the 00:04:46.120 --> 00:04:52.640 modules of the site? Yes. Finally, you will be able to decide here, this is important, whether for 00:04:52.640 --> 00:04:59.280 this pro group, all the categories of the store are available, accessible. So, 00:04:59.280 --> 00:05:04.600 you should know that when you create a group in Prestashop, Prestashop does the 00:05:04.600 --> 00:05:09.040 opposite behavior. It does not associate any of the existing categories with the new group, which 00:05:09.040 --> 00:05:13.280 of course poses a problem. You create a new group of customers and no one sees your products. 00:05:13.280 --> 00:05:18.240 They are simply unrelated. So here in Merlin, you can simply check this 00:05:18.240 --> 00:05:22.640 option to automatically give your new group access to all categories. 00:05:22.640 --> 00:05:28.200 But you can also deliberately choose only certain categories. For example, 00:05:28.200 --> 00:05:34.080 I'm going to choose women here in recursive mode. So that will select the entire women branch 00:05:34.080 --> 00:05:39.600 with all its subcategories. And if I choose this, well, only the categories in 00:05:39.600 --> 00:05:45.160 the women branch will be accessible to this professional category. Finally, the last choice 00:05:45.160 --> 00:05:51.600 is precisely the default one in Pressa Shop, which does not associate any group with any category. 00:05:53.000 --> 00:05:57.960 Here in this column, you can manage the associations to the different stores. So 00:05:57.960 --> 00:06:03.120 either directly associate the new group with all stores, or only with the 00:06:03.120 --> 00:06:08.360 selected one. So if you want to use the second option here, you must first go to 00:06:08.360 --> 00:06:13.800 this tab here in the stores drawer in the control panel and select with 00:06:13.800 --> 00:06:20.240 control clicks the different stores to associate the group with. Okay, I'm going to associate it with 00:06:20.240 --> 00:06:25.920 all stores. And then finally here in the last column, you can define this famous 00:06:25.920 --> 00:06:31.400 discount rate for the group, the default rate. So here I'm going to say that my pros, well, they 00:06:31.400 --> 00:06:38.520 systematically go 20% on my entire store. And you can also optionally 00:06:38.520 --> 00:06:44.880 define a discount rate here that will be specific to the categories you select above. So, 00:06:44.880 --> 00:06:50.360 like here, I associated my group with all the categories, ah no, excuse me, I said that 00:06:50.360 --> 00:06:55.600 I wanted to associate it only with the selected CIP categories. So, I made a little mistake 00:06:55.600 --> 00:07:03.080 in my explanations. I'll correct myself. When you choose this option, access to the group here 00:07:03.080 --> 00:07:07.160 is not defined by the categories you select above. So there's no point in 00:07:07.160 --> 00:07:13.960 me selecting women here. But in fact, access here is defined in relation to the categories in 00:07:13.960 --> 00:07:19.600 the target categories tab here. So if I want to associate my group only with women, 00:07:19.600 --> 00:07:26.840 I have to choose it here in recursive mode. There you go, it's the same thing here. Here you can 00:07:26.840 --> 00:07:33.680 define a discount rate specific to only a certain category. So typically if I said 00:07:33.680 --> 00:07:39.920 I associate with all categories but for women in particular and it's a subcategory, 00:07:39.920 --> 00:07:48.640 I want a discount rate of no more, uh, so I had set 20 but for example, go 22% in 00:07:48.640 --> 00:07:58.000 the women's category in the women's branch. There you go, I've defined my parameters. I click on create, 00:07:58.000 --> 00:08:02.080 it creates my group and above all it mass associates with all my categories since that's what I 00:08:02.080 --> 00:08:08.280 asked it to do here. And here it is created with its 20% associated with all the stores because 00:08:08.280 --> 00:08:14.520 that's what I asked it to do here. And when I select a branch or a category, 00:08:14.520 --> 00:08:21.440 for example, I'll take women alone here, I can see that my women's branch has 22%, eh. 00:08:21.440 --> 00:08:27.160 That was the specific rate that I gave here. If, on the other hand, I go into another category outside 00:08:27.160 --> 00:08:33.480 the women's branch, like in men's, I should normally have a rate 00:08:33.480 --> 00:08:38.880 of only 20%, the group discount. I don't have my own discount defined for my men's category. 00:08:38.880 --> 00:08:47.480 but only the default rate. Once your group is created, you now need to fill it with 00:08:47.480 --> 00:08:52.200 customers. So you'll do this either automatically by managing your site. Each 00:08:52.200 --> 00:08:57.040 time someone registers, you'll ask them if they're professionals or individuals. So 00:08:57.040 --> 00:09:01.280 the filling will be done automatically. But you can also, when creating, say, "Well, I'd like to 00:09:01.280 --> 00:09:06.360 retrieve all my customers to associate them with my new group." So for that, you have 00:09:06.360 --> 00:09:12.720 this associate customer button here which allows you to add all the customers already created in your 00:09:12.720 --> 00:09:17.640 store to this group. So I can do it on a single group, but I can also do it on 00:09:17.640 --> 00:09:22.360 several groups at the same time. So if I click on this, associate customer, I'll add 00:09:22.360 --> 00:09:27.840 all my existing customers to my three groups once again. So, I'll stop 00:09:27.840 --> 00:09:32.920 here for a moment to talk about future developments. For now, we can't sort customers. It's 00:09:32.920 --> 00:09:37.600 either all or none, right? That is to say, we have a button to associate them all or to 00:09:37.600 --> 00:09:44.120 unassociate them all. We cannot make a selection with a filter to select a part 00:09:44.120 --> 00:09:49.720 of the customer today, for example according to their purchases or according to their name or according to their geography or other, uh, 00:09:49.720 --> 00:09:56.560 to associate them with a group. That will be part of the future developments of Merlin to come. So I 00:09:56.560 --> 00:10:02.640 confirm in order to associate my customers with my three groups. And as I said, here is a button 00:10:02.640 --> 00:10:09.160 to unassociate. So if I do that, it tells me all the customers will be unassociated from my three 00:10:09.160 --> 00:10:16.280 groups. I will cancel. And finally, you have here, of course, a button to delete the 00:10:16.280 --> 00:10:23.720 group(s) that you have created. So, I will create another group that I will call particular 00:10:23.720 --> 00:10:29.480 and this time, uh, I will associate it only with certain categories at the time of creation. 00:10:29.480 --> 00:10:34.520 So I come here and I will say that my particular group has access and, well, co-promotion, for 00:10:34.520 --> 00:10:40.400 example. So I select promotion and then I'm also going to add accessories just to 00:10:40.400 --> 00:10:43.520 show you that we can do it on several. So I select two categories: men's accessories, 00:10:43.520 --> 00:10:48.960 women's accessories, and promotion. I choose here access only to the selected CP categories, 00:10:48.960 --> 00:10:56.560 so here on the right. And I'm going to give it displays not tax but including tax. 00:10:57.240 --> 00:11:03.320 Uh, prices displayed, yes, assigned to all customers, why not all carriers, 00:11:03.320 --> 00:11:08.280 all modules. And for this group, I have a very small discount rate of 5%, 00:11:08.280 --> 00:11:12.480 or even nothing at all because after all, it's the base prices 00:11:12.480 --> 00:11:20.000 that apply on this site and I associate it with all the stores. There you go, I create my group, 00:11:20.000 --> 00:11:25.480 I find it here. So what I wanted to show is that you can modify it once you've created 00:11:25.480 --> 00:11:28.880 a group. Of course, you can make mistakes, you can make errors and therefore you have to be able to go back 00:11:28.880 --> 00:11:34.120 or make changes. Typically for the pro group here, I made a mistake, I 00:11:34.120 --> 00:11:39.000 didn't check display excluding tax. So currently, it will have prices including tax that do not correspond to 00:11:39.000 --> 00:11:45.840 reality. So I will check my option directly here. First individual, let's imagine that 00:11:45.840 --> 00:11:50.840 I wanted to add another category. I would also have wanted him to have access to the home category 00:11:50.840 --> 00:11:57.960 here. So, I could of course select home here in what we call the source categories. 00:11:57.960 --> 00:12:03.480 And since I have a column accessing the source category, simply check here. See, 00:12:03.480 --> 00:12:08.920 we can clearly see that it is not associated with man. This works if you have one or two categories 00:12:08.920 --> 00:12:14.080 because you only have one column, it only works on one category at a time. 00:12:14.080 --> 00:12:19.880 So if you need to mass associate a group with several categories, in fact we will do it 00:12:19.880 --> 00:12:25.960 here in this tab. So for that, we will use these two buttons which are 00:12:25.960 --> 00:12:31.120 here. So these buttons appear when we choose the customer group. That is to say 00:12:31.120 --> 00:12:35.240 that if I move to another tab here, you see the buttons disappear. But as soon as 00:12:35.240 --> 00:12:39.920 I come to the customer group, my two buttons appear. Basically, we have a 00:12:39.920 --> 00:12:45.160 pairing button and an unpairing button. How does it work? Well, it's very simple. 00:12:45.160 --> 00:12:50.440 I just have to click on the group(s) that I want to associate. For example, I'll take my 00:12:50.440 --> 00:12:57.680 personal group and my professional group. So I'll associate these two groups with my home category. 00:12:57.680 --> 00:13:02.880 But I just have to select it. And if I also want to take, for example, the home, no 00:13:02.880 --> 00:13:09.600 problem. I also click on the home. So I can take an infinite number of categories here, 00:13:09.600 --> 00:13:14.680 an infinite number of groups here and I associate them en masse by clicking here on the button 00:13:14.680 --> 00:13:22.520 representing a chain. There you go, it's done. And if I want to unassociate, on the contrary, I use 00:13:22.520 --> 00:13:27.960 the second button. For example, if I want to remove personal from my home accessory category, 00:13:27.960 --> 00:13:35.760 well I select and I cut my association. There you go, it's done. So now, see, 00:13:35.760 --> 00:13:40.760 if I come here to home, I look at my personal category, we see that it is indeed associated with 00:13:40.760 --> 00:13:50.840 my source category as well as professional. On the other hand, I have associated men's accessories. So we're going 00:13:50.840 --> 00:13:58.000 to go down a little here. I have home accessory. By the way, to display the right panel here, 00:13:58.000 --> 00:14:02.800 I advise you to click on the Canadian. We saw that in the initial tutorial. This allows you to 00:14:02.800 --> 00:14:08.400 open it and shift this table to the left here. So there, you have access to all the 00:14:08.400 --> 00:14:14.560 columns, the elevator, etc. I was saying, so if I select the home category, I can clearly see that 00:14:14.560 --> 00:14:21.000 the home category is deselected, disabled, or not accessible to individuals because I used 00:14:21.000 --> 00:14:28.280 this button again to break the relationship between the two. And this tab here or this window 00:14:28.280 --> 00:14:32.880 allows you to do a little more than just associate or dissociate groups from categories. It also allows you 00:14:32.880 --> 00:14:39.280 to define the famous discounts by category. Look, if I go to the right here, from 00:14:39.280 --> 00:14:43.360 the moment I'm still in my customer group tab, I have a column called 00:14:43.360 --> 00:14:48.520 group discount. And so in this group discount column, I can define my different 00:14:48.520 --> 00:14:52.520 discounts that apply to different categories for each of the groups. For example, 00:14:52.520 --> 00:14:58.560 earlier when I created the pro group, remember, I had defined a rate of 22% 00:14:58.560 --> 00:15:06.920 for women. I had defined it using this field here and selecting women 00:15:06.920 --> 00:15:11.840 here before clicking on creation. And again, what you did when creating 00:15:11.840 --> 00:15:15.880 , well, it's editable. You may have made a mistake and want to go back. So 00:15:15.880 --> 00:15:22.880 if, for example, 22, well, I wanted 21%, all I have to do is edit it here. There you go. 00:15:22.880 --> 00:15:30.040 And if I want to define another discount rate, so for another category. So, 00:15:30.040 --> 00:15:37.040 I select my customer group. And if, for example, for men, I wanted a 00:15:37.040 --> 00:15:45.760 discount of 23, well, I define it here. There you go. So, typically for this pro group, we will have 00:15:45.760 --> 00:15:53.560 a 21% discount for all women's categories, 23% in the men's branch, and we will have a rate of 00:15:53.560 --> 00:16:01.120 20% defined here for all other categories to which professionals have access. Al to 00:16:01.120 --> 00:16:05.680 be really complete on this notion of discount by category, by customer group, I would 00:16:05.680 --> 00:16:11.640 just like to emphasize something that maybe you already know, maybe not. Here, we define 00:16:11.640 --> 00:16:17.040 discount rates for an entire category. So that will apply to all products, 00:16:17.040 --> 00:16:23.320 either categories that we have selected, or see all categories when it is a 00:16:23.320 --> 00:16:29.040 native discount of the group. But if you want to establish discounts for particular products, 00:16:29.040 --> 00:16:32.880 specific products for certain customer groups, well at that moment you will 00:16:32.880 --> 00:16:38.800 not work in this window there. You will go to the product view and in the 00:16:38.800 --> 00:16:43.760 product view, you will select your products and then you will go to the specific prices tab 00:16:43.760 --> 00:16:49.840 . Why? Because specific prices allow you to define, as 00:16:49.840 --> 00:16:55.440 their term indicates, specific special prices for one or more products, or even one or 00:16:55.440 --> 00:17:02.080 more product variations according to certain criteria. And in the criteria available for 00:17:02.080 --> 00:17:07.240 specific prices, we have precisely the notion of customer group. So for a given group of customers 00:17:07.240 --> 00:17:13.400 , I can define that this product here belt home will have 5% discount from such date to such date 00:17:13.400 --> 00:17:19.040 or from a certain quantity. So that becomes a decreasing price. There you go. Or you 00:17:19.040 --> 00:17:25.880 can go so far as to define specific prices for particular customers. Not just 00:17:25.880 --> 00:17:30.640 the concept of group but also the concept of customer. There you go. So here, we have a much 00:17:30.640 --> 00:17:37.280 greater degree of precision to define special prices per product. In the category view, at least 00:17:37.280 --> 00:17:45.640 in Prestashop, the concept of discount by category is defined here or up there in terms of discount by 00:17:45.640 --> 00:17:50.880 category, by customer group. We can't go more precise than the category, nor more 00:17:50.880 --> 00:17:56.760 precise than the group itself. We can't choose a specific customer here. That's it, I'm done 00:17:56.760 --> 00:18:00.920 here for this training on the concept of customer group. I hope you've learned something 00:18:00.920 --> 00:18:06.120 . If you need help, don't hesitate to call me. I'll be here to help you. Thank you.