You can group customers by creating Customer Group. By grouping customers you can segregate your customers, for example under a membership scheme. To manage Customer Group:

  • Login as Admin in Headquarter
  • Click Admin on the top right of menu bar, select Entity then Customer Group

OPTION DESCRIPTION
Name Name of the group i.e : Gold Member, Silver Member, Non Member
Level The importance of the group i.e : Gold Member may have higher importance than Silver Member


Customer Group is used in the following cases:

  • You can specify Discount that applies only to a particular Customer Group (see Discount article)
  • You can specify Promotion that applies only to a particular Customer Group (see Promotion article)
  • You can send promotional materials through Mailer to a particular Customer Group (see Mailer article)

You can assign a Customer to be a member of a particular Customer Group by going to Customer window. In the Customer window, right-click to edit the Customer and select the appropriate Customer Group in the Customer Details window.