Customer Group

Customer groups sort your customers, for example Wholesalers, Resellers or Corporate, so you can filter customers and reports by group.

Menu: Data › Customer Group

How to add a customer group

Required permission

Data › Customer Group › Create

1. Open Data › Customer Group and click ⊕ (Add New Customer Group).
2. Fill in the Code, Name and optional Memo, and tick Active.
3. Choose the Branches that can use the group.
4. Click Save.

Then choose the group on each customer in Customer.

Example. Create the groups Wholesalers, Sari-sari Stores and Institutional for all branches, and set each customer's Customer Group. The customer list and customer reports can then be filtered by group, for example to compare what wholesalers and sari-sari stores buy.

Other permissions for this module

Permission	Allows you to
Data › Customer Group › Update	Change customer groups
Data › Customer Group › Delete	Delete customer groups
Data › Customer Group › Import Excel	Import customer groups from Excel