Page History
- On Sales folder, double click the Customer Groups menu. If there is no existing record yet, it will open a new Customer Group screen. If there is an existing record, it will open the The Customer Group search grid.
If the search grid is displayed, proceed to step 2. Otherwise, proceed to step 3 will be docked at the center panel. - On Customer Group search grid, click the New toolbar button.
- Enter a Group Name and its Description. Note that Group Name is required. Refer to Customer Group for the fields description.
- On the grid area, select the customers that will be part of this group.
- Tick the subgroup where the customer belongs to.
- Click Save button.
...
Overview
Content Tools