Customer Groups

[daniel_keay]

Hello Grettings!

I am struggling to setup different customer groups.

i am needing retail & wholesale customers.

i have followed the instructions but looking into it the tax class are both the same.

i then go to change he tax class for one of the groups but there is only one in the drop down.

any help is appreciated.

[Manish Mittal · Accepted solution]

Hello @daniel_keay

Magento 2 requires you select a tax class per customer group. To assign tax classes, navigate to Stores > Taxes > Tax Rules. This will bring up a table with all of your currently existing tax rules. Select which tax rule you would like to add the customer group to, or click Add New Tax Rule to create a new tax rule.

Regardless of if you are adding to an existing tax rule or creating a new one, you will expand the Additional Settings tab on the Tax Rule page and add your customer group under the Customer Tax Class field.

Be sure to click Save Rule when you have completed your selection.

Go to Stores->Customer Groups. Click on the Wholesale group. In the “Tax Class” drop down, select your new “Wholesale” tax class, and save it.

Under Stores->Configuration->Tax and Stores->Configuration->Customers->Customer Configuration->Create New Account Options there are numerous additional options you will need to check to make sure things are working properly.

For your reference please follow below link:

https://magento.stackexchange.com/questions/172963/how-to-set-no-tax-for-wholesaler-customer-group-i...

https://www.customerparadigm.com/how-to-assign-tax-rules-to-a-customer-group-in-magento-2/

https://docs.magento.com/m2/ce/user_guide/tax/tax-class-configure.html

[daniel_keay]

Thank you for the speedy reply i have done this but the wholesale tax class still doesnt appear in the customer group the tax class stays at retail customer.

[daniel_keay]

Sorted it i think thank you

[Manish Mittal]

Hello @daniel_keay

You can add from addtional settings in tax rules. PFA image:

https://docs.magento.com/m2/ce/user_guide/tax/tax-class-new.html

[daniel_keay]

Thanks i have managed to get this done applied the wholesale pricing in advanced pricing on a certain product.

i have then logged inn as a customer who is a Wholesaler but the orignal pricing still appears not the wholesale price.

Many thanks

Dan

[gelanivishal]

Hello @daniel_keay,

Please run below command in magento root directory

php bin/magento setup:static-content:deploy -f
php bin/magento indexer:reindex
php bin/magento cache:flush
php bin/magento cache:clean

If you still got an issue then let us know.

--
If my answer is useful, please Accept as Solution & give Kudos

[daniel_keay]

Hello

ran the following commands and still no luck not sure what i am doing wrong.

Many thanks