Customer Groups Page Overview

The Customer Groups page allows you to monitor and manage multiple customers at once. You can view combined sales orders, receivables, and credits for all customers in a group, helping you track activity and financial standing at a group level instead of individually.

Customer Groups Page

Each customer group includes the following:

• Customer Group Name – The name assigned to the group.
• Customers – The list of customers included in the group.

All this information can be edited through the Details tab in the Customer Group’s profile page, or by assigning a customer group in the customer’s profile.

Create New Customer Group

1. In the Customer Groups page, Click the Create button located at the top page.

2. Enter the customer group’s name.

3. Add Customers you want to include in the customer group.

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   A customer can belong to only one customer group at a time.

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4. Once you're done, click Submit to create the new customer. A confirmation message will appear if the customer group has been successfully created.

Delete a Customer Group

1. Open the Customer Groups page.
2. Select the group you want to delete.
3. Click Delete.
4. Type the Customer group name to confirm deletion.
5. Click Delete.

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Deleting a customer group does not delete the customers themselves.

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Also See: Track Your Customer Groups Efficiently

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