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Documentation Home »User Guide »Customers and Customer Users »Customer Groups »Create a Customer Group
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Create a Customer GroupΒΆ

To create a new Customer Groups:

  1. Navigate to Customers > Customer Groups in the main menu.

  2. Click Create Customer Groups.

    The following page opens:

  3. Fill in the customer Name.

  4. Select Tax Code that will label the customer group taxation schema.

  5. In the Additional section, select a Payment term to be used as a payment option available to the customer users during on the checkout.

  6. In the Customers section, check the customers to add them to the customer group.

  7. In the Price Lists section as described in the pricelist management section.

  8. Click Save in the top right corner of the page.

A new Customer Group is created.