Payment & Shipping By Customer Group for Magento 2 helps the store owner to easily set the different payment as well as shipping methods based on the respective customer groups.
Using this module, the admin can decide the shipping and payment method accordingly and facilitate the customers with suitable payment and shipping method according to their customer groups.
- The admin can decide the shipping method for a particular customer group and restrict the customers of that group by accessing other shipping methods.
- Also, the admin can restrict the customers by accessing other payment methods according to the customer group.
- This will help the admins to provide better payment and shipping options to their loyal customers.
- The customers can easily select the shipping and payment method without any confusion.
- It becomes easy for the admin to decide the payment and shipping method for the appropriate customers accordingly.
The customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder.
You need to transfer this app folder into the Magento 2 root directory on the server as shown below.
After the successful installation, you have to run these commands in the Magento2 root directory.
First command – php bin/magento setup:upgrade
Second command – php bin/magento setup:di:compile
Third Command – php bin/magento setup:static-content:deploy
By running the commands, you have to flush the cache from the Magento admin panel by navigating through System> Cache Management as shown below.
For Multilingual support, please navigate to “Store>Configuration>General >Locale Options”. And select your desired language from the Locale option.
If you want to translate their module language from English to German then –
follow the path app/code/Webkul/PaymentShippingByCustomerGroup/i18n in their unzipped folder. After that, you will get a CSV file with the name “en_US.csv”.
Now, rename that CSV as to your region code and language code like – “de_DE.csv” for German and translate all right side content after the comma (,) in your language.
After editing the CSV, save it and then upload it –
to the path, app/code/Webkul/PaymentShippingByCustomerGroup/i18n where you have installed Magento 2 on the server. Thus, the module will get translated into your desired Language. It also supports RTL and LTR languages.
After the successful installation of this module, the admin can-
Configure the module easily by navigating to Stores >Configuration >Payment and Shipping Methods By Customer Group
Here, the admin can manage the module easily as shown in the image below –
Here, the admin can manage the module and configure the options. Moreover, the admin can –
- Enable or Disable the module.
- Select, All Allowed Shipping Method or the Specific Shipping from the Select Shipping Methods.
- Decide the All Allowed Payment Method or the Specific Payments from the available Payment Methods.
NOTE: This setting will be used for the Shipping and Payment method only when –
No shipping and payment methods are assigned to a particular group of customers.
Restrict/ Assign a Shipping or Payment Method to a particular group of the Customers
The admin can assign or restrict a particular group of customers from different- different payment and shipping method.
The admin can manage the payment and shipping method for a particular group of the customers from the Customer Groups under the Customers tab as shown in the image below –
Now, the admin can click on the Customer Group and find the existing created customer groups. The admin can also create a new customer group here.
The admin can search for a specific customer group here using customer id, group, tax class, shipping methods, and payment method as well.
Assign/ Un-assign a Shipping and Payment method to a Customer Group
The admin can create a new customer group and assign/ un-assign a shipping method along with the payment method to a customer group. The admin can also delete the newly created customer group.
To assign a shipping and payment method to a new customer group the admin can click on the Add New Customer Group.
Here, the admin can –
- Enter the Group Name.
- Select the Tax Class.
- Decide the Shipping Method for that particular customer group.
- And select the Payment Method for the customer group.
Here, the admin can also see the available shipping and payment method for the particular customer group.
The admin can see the group Id, name of the customer group, tax class, shipping method, and the payment method assigned to the particular group.
Furthermore, the admin can also edit the payment and shipping method for the customer group. The admin can select a particular customer group and then edit or delete the customer group as per their needs.
View Customers From the related group
The admin can see all the customers from the related group by navigating to Customers> All customers
Front End View
The customers will only see the available payment and shipping methods, according to the assigned method to that particular customer group.
Furthermore, when a customer will add a product to the cart, the customer can process further with the available shipping and payment methods.
Now, let’s take an example here for the customer Veronica Costello who belongs to the New Login Customer group. The admin has assigned the Free Shipping method and Check/Money Order, Cash On Delivery, and PayPal Credit as the payment method to the group.
So, Veronica Costello will only able to see the Free Shipping as a shipping method, and Check/Money Order, Cash On Delivery, and PayPal Credit as a payment method.
Here, the customer (Veronica Costello) is only able to see Free Shipping as a shipping method. Now when the customer will process further to make the payment the customer will only be able to see only Check/Money Order, Cash On Delivery, and PayPal Credit as a payment method as shown in the image below –
That’s all for the Payment & Shipping By Customer Group for Magento 2. Still, have any issue feel free to add a ticket here – https://webkul.uvdesk.com. Also, let us know your views to make the module better. ツ
Current Product Version - 3.0.0
Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x, 2.3.x