Knowledge Base   /   Contacts management
Customer groups
Posted on 06 April 2025 05:27 pm

1. What Are Customer Groups?

Customer groups allow you to classify customers based on their relationship with your business. Examples include:
Retail Customers
Wholesale Customers
Friends & Family
Colleagues
Any other category that fits your business needs.


2. How to Add a Customer Group

 Steps:
1️
Go to Contacts Customer Groups.
2️
Click on the "Add" button.
3️
A popup will appear asking for:

  • Customer Group Name
  • Calculation Percentage (used to determine the selling price for that group).
    4️
    Click Save to finalize the customer group.


3. Viewing Customer Group Reports

  • You can analyze different customer groups' sales using the "Customer Groups Report".
  • For example, if you have both Retail and Wholesale customer groups, you can compare which group generates more sales.


 Tip: Customer groups help in targeted marketing and pricing strategies, ensuring better customer management!

 

Do you still need help? Submit ticket