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Creating a Customer Group
Customer groups can be referenced in promotional price rules and associated with specific tax classes. Follow these steps to create customer groups you can use to increase sales.
To create a customer group:
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1.
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On the Admin menu, select Customers > Customer Groups. |
Customer Groups
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2.
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To create a new group, click the Add New Customer Group button. Then, do the following: |
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a.
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Enter a unique Group Name to identify the group from the Admin. The name must be less than 32 characters. |
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b.
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Select the Tax Class that applies to the group. |
Group Information
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3.
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When complete, click the Save Customer Group button. |
To edit a customer group:
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1.
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On the Admin menu, select Customers > Customer Groups. |
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2.
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In the list, click to open the record. |
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3.
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Make the necessary changes. |
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4.
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When complete, click the Save Customer Group button. |
