Magento 2 Auto Customer Group Switching PowerPoint PPT Presentation

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Title: Magento 2 Auto Customer Group Switching


1
Auto Customer Group Switching for Magento 2 User
Guide
  • Table of Content
  • Extension Installation Guide
  • Configuration
  • Auto Customer Group Switching in Action

2
  • Extension Installation
  • For Magento Marketplace Customers
  • Create a folder structure in Magento root as
    app/code/Meetanshi/CustomerGroupSwitcher
  • Download and extract the zip folder and upload
    our extension files to the
  • app/code/Meetanshi/CustomerGroupSwitcher via FTP.
  • Login to your SSH and run below commands step by
    step
  • php bin/magento setupupgrade
  • For Magento version 2.0.x to 2.1.x - php
    bin/magento setupstatic-contentdeploy
  • For Magento version 2.2.x above - php
    bin/magento setupstatic-contentdeploy f
  • php bin/magento cacheflush
  • For Meetanshi Customers
  • Extract the zip folder and upload our extension
    to the root of your Magento 2 directory via FTP.
  • Login to your SSH and run below commands step by
    step
  • php bin/magento setupupgrade
  • For Magento version 2.0.x to 2.1.x - php
    bin/magento setupstatic-contentdeploy
  • For Magento version 2.2.x above - php
    bin/magento setupstatic-contentdeploy f
  • php bin/magento cacheflush

3
  • Configuration
  • For configuring the extension, login to Magento
    2, move to Stores ? Configuration ? Auto
    Customer Group Switching where you can find
    various settings to enable the extension.
  • Auto Customer Group Switching Enable the
    extension from here.
  • Customer Group Switching Condition Set the
    condition on minimum total sales amount to auto
    switch customer groups.
  • Minimum Total Sales Amount Enter minimum total
    sales amount which must be satisfied by
    customers to get switched to the assigned group.
  • Assign to Customer Group Select customer group
    to be assigned to the customers who satisfy
    minimum total sales amount condition.

4
3. Auto Customer Group Switching in Action By
default a customer group is assigned to a
customer as shown in the image below.
  • Now, the same customer places an order and the
    admin completes the order from the backend.
  • After the order gets completed, the customer is
    switched to another group based on the minimum
    sales amount condition.
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