Customer Groups

Owned by Daryl Saunders (Unlicensed)
Last updated: Oct 11, 2021 by Alex Morrisson
3 min read

Overview

Customer Groups are used to create a default layout for any new customers and leads,

 

 

The customer group can set the following for the Customer Cards

select which account deposits from this customer go to,

 

Set the Commission rate that a sales person would receive

 

Set the Deposit Percentage required for a product

 

Select the Price group

Select a Discount group

 

Select Products available to the Group

 

 

 



Customer Groups have parameters that apply only to that group such as:

  1. Default Deposit account (if connected to an accounting package)

  2. Sequence number, this can be useful when creating a lead, you may want popular groups to be higher in the list.

     

  3. 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.

  4. Deposit percentage required to process order.

  5. Customer Price Group - This allows you to have separate Price grids for different customers

  6. Customer Discount Group - a Percentage markup or markdown of a Price Grid or Pricing Co-efficient

  7. 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

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.