Overview
Customer Groups are used to create a default layout for any new customers and leads,
Customer Groups have parameters that apply only to that group such as:
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.
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
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.