Documentation

Creating a New Account Group

Account Groups allow accounts to be grouped based on business criteria, such as grouping accounts by geographic region (US West Coast, the Midwest, and the South). Sellers may then apply discounts or target marketing campaigns to specific Account Groups.

Note

As of Liferay Commerce 2.0, Account Groups has replaced User Segmentation.

To create an account group:

  1. Click Global ApplicationsControl PanelAccount Groups.

    Navigate to Account Groups in the Control Panel.

  2. Click the (Add icon) button to add a new account group.

  3. Enter a name: US East Coast.

  4. Click Save.

  5. The Accounts link appears. Click the Accounts link.

    Entering the Account Group Name

  6. Click the Add Entry button.

  7. Check the boxes for every Account to be included in the US East Coast Account Group. (In this example, there is only one account (Acme International) that was created in the Creating a New Account article.)

    Assigning an Account to the Group

  8. Click Add.

Liferay Commerce 2.1 and Below

  1. Go to the Control PanelUsersAccounts Groups.

  2. Click the (Add icon) button to add a new account group.

  3. Enter a name: US East Coast.

  4. Click Save.

  5. The Accounts link appears. Click the Accounts link.

    Entering the Account Group Name

  6. Click the Add Entry button.

  7. Check the boxes for every Account to be included in the US East Coast Account Group. (In this example, there is only one account (Acme International) that was created in the Creating a New Account article.)

    Assigning an Account to the Group

  8. Click Add.

The Account Group has been created and one account has been associated with this Account Group.

Additional Information