Customer Groups

Organize customers into groups for better pricing, reporting, and management.

Overview

Customer Groups allow you to categorize your customers based on business type, location, or pricing structure.

This helps you:

Apply different pricing rules
Analyze customer segments
Manage large customer bases efficiently

Why Use Customer Groups?

Using customer groups makes it easier to:

Assign bulk pricing
Manage similar customers together
Generate group-based reports
Simplify operations

Common Customer Groups

Examples of groups you can create:

Retail
Wholesale
Distributor
Online Customers
Region-based (e.g., Melbourne, Sydney)

Create a Customer Group

Go to Customers → Customer Group
Click on Add New
Enter:

Group Name
Parent Group (optional)

Save

Group Hierarchy (Important)

Customer groups can be structured in a hierarchy.

Example:

All Customers
- Wholesale
- Retail
- Distributor

This helps in:

Better organization
Aggregated reporting

Assign Customer to Group

When creating or editing a customer:

Open customer record
Select Customer Group
Save

Pricing by Customer Group

You can assign different pricing based on groups.

Example:

Retail → Standard price
Wholesale → Discounted price
Distributor → Special bulk rates

This ensures:

Correct pricing automatically
Faster order creation

Reporting by Customer Group

You can filter reports using customer groups:

Sales by group
Revenue by segment
Outstanding payments

Best Practices

Keep group structure simple
Avoid too many unnecessary groups
Use groups for pricing and reporting
Maintain consistency in naming

Common Issues

Wrong pricing → Check assigned group
Customer not showing in reports → Verify group assignment
Duplicate groups → Clean up unused groups

What Next?

Assign pricing → Price Lists
Create customers → Add Customer
Analyze sales → Reports

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