How to edit a customer group?
There are two ways to know what's the user Customer Group, from NetSuite or Magento. 

NetSuite


Select Customer Group
  1. Just find the customer and click to Edit. 
  1. Click the tab Magento
  1. If the user already has a Magento Account, Customer ID won't be empty.
  1. Select the Magento Customer Group and click Save.

Export Changes
  1. Click Edit again, go to the Magento tab and tick EXPORT CUSTOMER TO MAGENTO.
  1. Click Save
The change is exported right away.

You can check the export log to make sure everything worked. In order to do that, go to System > Celigo Integration Log. If any error happened the system will show it.

FAQ's

How do I know which Customer Group to pick?
Please, refer to our Discounts Table to know all the discounts available.

How long it takes for the changes to be applied?
Unless an error happened, the changes will become available right away. The user doesn't need to login again, just refresh the page.

How do I know the change was successfully exported?
You can check the export log to make sure everything worked. In order to do that, go to System > Celigo Integration Log. If any error happened the system will show it.


Magento

Alternatively, the customer Group can also be changed from Magento. 

Magento Admin

You can use the following credentials to connect in Magento.
User: sales.us
Pass: qeRAiA4UQq

  1. Connect with your credentials.
  1. On the menu, select Customers and then Manage Customers.
  1. Locate the customer you want to check (you can use the filter or search for the email).
  1. On the sidebar, click Account Information.
  1. Check if the Group has the right option selected.