Auto Customer Group Switching for Magento 2 - User Guide
Extension Installation
For Magento Marketplace Customers
Find the extension's Composer name and version in its composer.json file.
- Login to your SSH and run:
composer require meetanshi/magento-2-auto-customer-group-switching
- Enter your authentication keys https://experienceleague.adobe.com/en/docs/commerce-operations/installation-guide/prerequisites/authentication-keys . Your public key is your username; your private key is your password.
- Wait for Composer to finish updating your project dependencies and make sure there aren't any errors.
- To verify that the extension is installed properly, run the command:
php bin/magento module:status Meetanshi_CustomerGroupSwitcher
- By default, the extension is probably disabled. Enable the extension and clear static view files:
php bin/magento module:enable Meetanshi_CustomerGroupSwitcher --clear-static-content
php bin/magento setup:upgrade
- For Magento version 2.0.x to 2.1.x -
php bin/magento setup:static-content:deploy
- For Magento version 2.2.x & above -
php bin/magento setup:static-content:deploy --f
php bin/magento cache:flush
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 setup:upgrade
- For Magento version 2.0.x to 2.1.x -
php bin/magento setup:static-content:deploy
- For Magento version 2.2.x & above -
php bin/magento setup:static-content:deploy --f
php bin/magento cache:flush
Configuration
For configuring the Auto Customer Group Switching for Magento 2 extension, login to Magento 2, move to Stores > Configuration > Auto Customer GroupSwitching 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.
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.
