Customer Groups

Customer Groups let you organize customers with shared characteristics and apply specific parameters to each group. These parameters control elements such as pricing, discounts, commissions, and access to inventory, enabling tailored interactions and streamlined processes for different customer types.

Key Parameters in Customer Groups

1. Default Deposit Account

   • If connected to an accounting package, this sets a default deposit account for each group. It ensures that deposits are consistently tracked within your accounting system.

2. Sequence Number

   • Assigning a sequence number can help prioritize groups in lists, making popular groups easier to find when creating leads.

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3. Commission Proportion

   • This parameter allows you to set the commission rate for sales representatives based on the group type. For example, a rep may receive full commission for ad-hoc retail customers but only half for commercial accounts.

4. Deposit Percentage

   • Specify a required deposit percentage for each group. This amount is required to process orders within the group, helping to standardize deposit practices.

5. Customer Price Group

   • Customer Price Groups enable the use of unique price grids for different customers, offering flexibility in pricing structures based on customer categories.

6. Customer Discount Group

   • This allows you to apply a percentage markup or markdown to a selected price grid or pricing coefficient, providing group-based price adjustments.

7. Inventory Groups

   • Define which inventory groups are accessible to specific customer groups, allowing control over product visibility and availability.

Customer Groups allow you to categorise your customers for better management and tailored services. This feature helps you apply specific pricing, discounts, and access controls based on the group a customer belongs to.

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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 salesperson would receive

Set the Deposit Percentage required for a product.

Select the Price Group

Select a Discount Group

Select Products available to the Group.