Specs customer settings

content/1.7/back-office/shop-parameters/customer-settings/add-new-group.md

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+---
+title: Add new group
+weight: 1
+---
+
+# Customer group
+
+In this section 5 sections are presented:
+
+1) Name
+
+This is a mandatory input field, also it is multi language, so can be translated to any language which is enabled on the shop. When trying to save with the field empty, will show a message: "The field name is required at least in (language)". Has a tooltip: "Forbidden characters:0-9!<>,;?=+()@#"{}_$%:".
+When trying to save with forbidden characters input will show an error: "The name field is invalid.".
+
+2) Discount
+
+The field is measured in percentages, only numbers can be entered, when saving with any other inputs, will show an error: "The discount value is incorrect (must be a percentage).". Has a tooltip: "Automatically apply this value as a discount on all products for members of this customer group.". see issue [28415](https://github.com/PrestaShop/PrestaShop/issues/28415)
+
+3) Price display method
+
+This is a drop-down menu, from the menu it's possible to select the following:
+
+ - VAT excluded (default selection)
+ - VAT included
+
+Has a tooltip: "How prices are displayed in the order summary for this customer group.".
+
+4) Show prices
+
+This is a toggle switch, by default it is set to: "Yes". Has a help text below: "Need to hide prices for all groups? Save time, enable catalog mode in Product Settings instead."
+
+Has a tooltip: "Customers in this group can view prices".
+
+5) Shop association
+
+The shop association block is displayed when the multistore is enabled and if several shops are configured.
+
+👉 See the [specs of the shop association block]({{<ref "../../multistoregeneralspecs.md#shop-association-block">}} "Shop association block") 

content/1.7/back-office/shop-parameters/customer-settings/edit-customer.md

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+---
+title: Edit customer
+weight: 1
+---
+
+# Customer
+
+In this section the customer details which are already input will show, and all of them can be edited:
+
+1) Social title
+
+There are 2 options in this field, can select "Mr." or "Mrs.".
+
+2) First name
+
+This is a mandatory field, has a help text below: "Only letters and the dot (.) character, followed by a space, are allowed.". Trying to save with the field empty, will show a message by the field: "Please fill out this field". When trying to save with invalid characters, will show an error: "The "First name" field is invalid.".
+
+3) Last name
+
+This is a mandatory field, has a help text below: "Only letters and the dot (.) character, followed by a space, are allowed.". Trying to save with the field empty, will show a message by the field: "Please fill out this field". When trying to save with invalid characters, will show an error: "The "Last name" field is invalid.".
+
+4) Email
+
+This is a mandatory email field. If an incorrect email is input, when trying to save, it will not allow to save. Correct email should have the format: "email@email.xyz"
+
+5) Password
+
+Field for the password, when entering it is encrypted, only dots instead of numbers and letters are shown.
+
+6) Birthday
+
+3 Drop-down fields are presented in this section for: Year, month (in numbers), date.
+
+7) Enabled
+
+This is a toggle switch, can be turned to "Yes" or "No". Has a help text below: "Enable or disable customer login.".
+
+8) Partner offers
+
+This is a toggle switch, can be turned to "Yes" or "No". Has a help text below: "This customer will receive your ads via email.".
+
+9) Group access
+
+In this table it's possible to select all the group accesses, by marking "Select all"
+
+Below are the other group accesses listed:
+
+ - Visitor
+ - Guest
+ - Customer
+ - And all custom ones
+
+The shop association block is displayed when the multistore is enabled and if several shops are configured.
+
+👉 See the [specs of the shop association block]({{<ref "../../multistoregeneralspecs.md#shop-association-block">}} "Shop association block") 
+
+10) Default customer group
+
+This is a drop-down list for the default customer group, the drop-down displays all the possible customer groups.
+
+Has a help text below: "This group will be the user's default group. Only the discount for the selected group will be applied to this customer."
+
+### Call to action
+
+ - Cancel, when pressed redirects to the [view group]({{<ref "view-group.md">}} "View group") 
+ - Save,  when pressed redirects to the [edit group]({{<ref "edit-group.md">}} "edit group") 

content/1.7/back-office/shop-parameters/customer-settings/edit-group.md

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+---
+title: Edit group
+weight: 1
+---
+
+# Customer group
+
+In this section 6 sections are presented (when multistore is enabled the count is 7):
+
+1) Name
+
+This is a mandatory input field, also it is multi language, so can be translated to any language which is enabled on the shop. When trying to save with the field empty, will show a message: "The field name is required at least in (language)".Has a tooltip: "Forbidden characters:0-9!<>,;?=+()@#"{}_$%:".
+When trying to save with forbidden characters input will show an error: "The name field is invalid.".
+
+2) Discount
+
+The field is measured in percentages, only numbers can be entered, when saving with any other inputs, will show an error: "The discount value is incorrect (must be a percentage).". Has a tooltip: "Automatically apply this value as a discount on all products for members of this customer group.".
+
+3) Price display method
+
+This is a drop-down menu, from the menu it's possible to select the following:
+
+ - VAT excluded (default selection)
+ - VAT included
+
+Has a tooltip: "How prices are displayed in the order summary for this customer group.".
+
+4) Show prices
+
+This is a toggle switch, by default it is set to: "Yes". Has a help text below: "Need to hide prices for all groups? Save time, enable catalog mode in Product Settings instead."
+
+Has a tooltip: "Customers in this group can view prices".
+
+5) Category discount
+
+This section is a button, which when pressed opens a new pop-up, in there the selections are:
+
+- Expand all
+
+Expands all the group categories from the shop, and they can be selected, by default only the Home folder is firstly shown.
+
+2 messages are displayed below:
+
+"Caution: The discount applied to a category does not stack with the overall reduction but instead replaces it."
+
+"Only products that have this category as the default category will be affected.". Meaning that product that do not have the category selected as a default one will not be eligible for a discount.
+
+- Discount (%)
+
+This is an input for the discount, only numbers can be used, by default the input is: "0.00". When trying to save with anything other than numbers, an alert will show: "The discount value is incorrect (must be a percentage).
+
+When a discount is added, it appears below the button, and has a "Delete" button, when pressed removes the 
+
+6) Authorized modules:
+
+In this section all the possible modules on the shop are listed, all of them have toggle switches, by default they are all set to: "Yes".
+
+7) Shop association
+
+The shop association block is displayed when the multistore is enabled and if several shops are configured.
+
+👉 See the [specs of the shop association block]({{<ref "../../multistoregeneralspecs.md#shop-association-block">}} "Shop association block") 
+
+### Call to action
+
+- Cancel, when pressed redirect to [view group]({{<ref "view-group.md">}} "view group")
+- Save, when pressed redirect to [view group]({{<ref "view-group.md">}} "view group"), shows a message: "Successful update."

content/1.7/back-office/shop-parameters/customer-settings/view-customer-settings.md

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+---
+title: Customer settings
+weight: 1
+---
+
+# General
+
+In this section 6 fields are presented:
+
+1) Re-display cart at login 
+
+This is a mandatory toggle switch, by default it is set to: "No". Has a help text below: "After a customer logs in, you can recall and display the content of his/her last shopping cart.". 
+
+2) Send an email after registration 
+
+This is a mandatory toggle switch, by default it is set to: "Yes". Has a help text below: "Send an email with a summary of the account information after registration.". 
+
+3) Password reset delay
+
+This is an input field, that is measured by "minutes", by default the input is: 360. Has a help text below the field: "Minimum time required between two requests for a password reset.".
+Only numbers are allowed in this field, if any other characters are entered, when saving they are removed. 
+
+4) Enable B2B mode
+
+This is a mandatory toggle switch, by default it is set to: "No". Has a help text below: "Activate or deactivate B2B mode. When this option is enabled, B2B features will be made available.". 
+
+5) Ask for birth date 
+
+This is a mandatory toggle switch, by default it is set to: "No". Has a help text below: "Display or not the birth date field.". This toggle switch either turns on the field for date of birth or removes it.
+
+6) Enable partner offers
+
+This is a mandatory toggle switch, by default it is set to: "Yes". Has a help text below: "Optional check box for affiliate links". 
+
+### Call to action
+
+ - Save, when pressed saves the settings, shows the message: "Update successful".

content/1.7/back-office/shop-parameters/customer-settings/view-group.md

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+---
+title: View group
+weight: 1
+---
+
+In this page 3 separate blocks are shown:
+
+## Group information
+
+Displays the group section, below that:
+
+ - Discount: displays the discount number in percentages.
+ - Price display method: displays if the VAT is included or excluded.
+ - Show prices: displays id the prices is shown or not.
+
+## Current category discount
+
+Displays the discounts possible for this group, if there are no discount will show: "None".
+
+### Settings wheel
+
+1) Refresh list
+
+After clicking on it, the page is reloaded. Sorts and searches are kept.
+
+2) Show SQL query
+
+After clicking on it, the SQL query is displayed in a modal. The SQL query takes into account filters and sorts that have been done.
+
+There are two buttons:
+
+- Close: After clicking on it, the modal is closed
+- Export to SQL Manager: After clicking on it, the SQL query is opened in Advanced parameters > Database > SQL Manager
+
+3) Export to SQL Manager
+
+After clicking on it, the SQL query is opened in Advanced parameters > Database > SQL Manager
+
+
+## Members of this customer group
+
+Limited to the first 100 customers. Please use filters to narrow your search.
+
+## Columns 
+
+The page displays the groups list with the following columns:
+
+1) ID
+
+It's possible to sort by id asc or desc and search by id.
+
+2) Social title
+
+It's possible to sort by social title asc or desc and search by social title.
+
+3) First name
+
+It's possible to sort by first name asc or desc and search by first name.
+
+4) Last name
+
+It's possible to sort by last name asc or desc and search by last name.
+
+5) Email address
+
+It's possible to sort by email address asc or desc and search by email address.
+
+6) Date of birth
+
+It's possible to sort by date of birth asc or desc and search by selecting the "From" and "To" date in the tabs.
+
+7) Registration date
+
+It's possible to sort by date of registration  asc or desc and search by selecting the "From" and "To" date in the tabs.
+
+8) Enabled
+
+Shows if the group is enabled or not.
+
+7) Actions
+
+**Edit.** The user can edit a group as often as necessary, when pressed redirects to the [specs of the edit customer]({{<ref "edit-customer.md">}} "Edit customer") 
+
+## Bulk actions
+
+Bulk actions can only be used on custom created customers, when they are created, only then bulk actions will appear.
+
+Clicking on the _Bulk actions_ button allows users to perform bulk actions for selected customers (using the checkboxes). A user can:
+
+- Select all/Unselect all: this button will select/unselect all the checkboxes at the beginning of each row of the listing.
+- Delete selected: This button will delete the selected customers. 
+After clicking on "Delete selected", a modal with the title "Delete selection" is opened asking to confirm or cancel the action: "Are you sure you want to delete the selected item(s)?" (See issue [#14462](https://github.com/PrestaShop/PrestaShop/issues/14462)). The action can be canceled by clicking on the cross or on the cancel button.
+After clicking on "Delete" button, the selected customers are deleted, a successful message is displayed "The selection has been successfully deleted.".
+
+### Call to action
+
+ - Back to list, when pressed redirects to the [specs of the view groups]({{<ref "view-groups.md">}} "view groups")