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This article applies to: ML8

Manage Customer Levels


From the Customers Menu, click Manage Customer Levels. br/>
The customer level feature allows you to put your customers into groups, which can receive discounts, special prices, be tax exempt, etc. You can also use customer levels to determine which visitors on your site see which products. Please see this article for advanced customer level information.

On this page, store administrators can create new levels, edit or delete the existing ones, or view a list of which customers are in each level.

Adding a Customer Level

To create a new customer level, click the 'Add New Customer Level' and fill in the following fields:

Field NameDescription
NameThis is the customer level name. This will be visible to customers who belong to this level.
Level Discount PercentIf you want this customer level to get a certain percentage off all products' base prices ( NOTE: Customer levels ignore sale prices entirely ) then put the percentage here.
Level Discount AmountIf you want this customer level to get a certain amount off all products' base prices ( NOTE: Customer levels ignore sale prices entirely ) then put that amount here.
Level Includes Free ShippingIf this is set to Yes, customers in this level will get free shipping on all orders, regardless of what they purchase. If set to No, normal shipping prices are added.
Level Allows Quantity DiscountsIf this is set to Yes, customers in this level can take advantage of whatever quantity discount tables are assigned to the products they purchase. If it's set to No, these customers will not get quantity discounts.
Level Allows Purchase OrdersIf this is set to Yes, and purchase orders are set up as an allowed payment method, customers in this level will be allowed to use POs to pay. If set to No, they will not be able to even if other customers can.
Level has no Tax on OrdersIf this is set to Yes, customers in this level do not pay taxes on orders. If set to No, tax is charged normally.
Level Allows Coupons on OrdersIf this is set to Yes, customers in this level can use coupons normally. If it is set to No, the coupon pane will not even appear for them on the shopping cart page.
Level Discounts Also Apply to Extended PricesIf this is set to Yes, and you have set up extended prices, customers will receive the discount percentage/amount off of those extended prices. If this is set to No, they will get whatever extended prices were set up with no further discount.

Managing Customer Level Membership

On this page, you can view the list of customers that belong to a certain customer level. You get here by clicking the 'Show Customers' button on the main customer levels page. You can view customers by clicking on one of the letters to view them alphabetically, or search for a specific email address.

Customers are also added to or removed from levels through this page. To add a customer, enter their email address in the text field and click 'Add Customer to This Level'. To remove one, click the 'Clear Level' button.