Overview
Customer Groups as the name implies is to group customers for marketing and account management purposes.
are used to create a default layout for any new customers and leads,
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Customer Groups have parameters that apply only to that group such as:
- Deposit percentage required to process order.
Default Deposit account (if connected to an accounting package)
Sequence number, this can be useful when creating a lead, you may want popular groups to be higher in the list.
Commission proportion applicable based on normal/ standard percentage. For example a rep may only get half commission when dealing commercial account customers while ad-hoc retail customer attract full commission.
- Not all Inventory Groups may be on offer to the Group. (A Standard Users has the ability to see all Inventory Groups and to choose from them for all customers but if you are a Customer User of a Group then you only see the products that are selected for this group)
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Deposit percentage required to process order.
Customer Price Group - This allows you to have separate Price grids for different customers
Customer Discount Group - a Percentage markup or markdown of a Price Grid or Pricing Co-efficient
Inventory Groups - A full list of Invenotry Groups that the customers can access
The different Between a Customer Price Group and a Customer Discount Group
Customer Price Group will create another table for Price grids, the values do not need to follow any particular order and can set to any figure required
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Customer Discount Group will apply a percentage markup on the price already listed, if you enter 5% off Rollers they will get 5% no matter what size or dimensions of the product.