How to Manage your Customers in Magento 2

Step by Step tutorial on How to configure the Geo Zones and Tax Rates of your Store

Separating your customers in different groups according to their needs, can be advantageous and increase the overall satisfaction from the user experience. In this tutorial, we will show you how to create a new customer and customer group from inside the admin area of your website.

 

To properly manage the customers in Magento 2, you will need to:

Step 1 Add New Customer

To manually add a new customer to your Magento 2 Store, you will need to refer to your admin area and navigate to Customers>All Customers.

 

Accessing the Customers menu in Magento 2

 

Here you will see all of the customers on your website and you will need to click on the Add New Customer button located at the top right corner of the page.

 

Manually Adding a New Customer in Magento 2

 

Now you have to populate the customer details in the appropriate fields in the Account Information tab.

 

Filling the Customer's Account Information

 

You can add a billing and shipping address for the customer in the Addresses tab.

 

Adding a Billing and Shipping Address for a Customer

 

Step 2 Add New Customer Group

Unlike the previous Magento versions, the Customer Group section is inconveniently separated from the Customers menu and located in the Stores menu.

 

Accessing the Customer Groups section in Magento 2

 

When you access the Customer Groups section, you will be able to see all currently existing customer groups, their tax classes and IDs. To create a new group, click on the Add New Customer Group button.

 

Adding a New Customer Group in Magento 2

 

You will have to Name the group and select a Tax Class for it. Once you have done that, hit the Save Customer Group button to create this group.

 

As we made a customer group called Super Customers, we will now be able to move there the customers who spend the most amount of money on our store. They will benefit from the lowered Tax from the special Tax Class we have added for them which will certainly make them purchase even more goods from our Store.