How to create customer groups
Step by step guide to create your customer groups.
Go to Masters - Customers - Click on Manage Customer Groups
Click on Add Customer Group - Enter name - Submit
Before you move ahead to understand how to assign a customer group to customers, please read up about how to create customers
How to assign a customer group to an entity?
- Each entity you work with needs to be created as a customer.
- If your customer has multiple entities (with different GST numbers), then each entity needs to be created as a separate customer and can be grouped together if needed.
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