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- On Menu, doubleclick the Sales folder, click the Customer Groups menu. This will open a new Customer Group screen if there is no existing record yet. If not, it will show the integrated search grid.
- On Customer Group search grid, click the New 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.
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