- On Sales folder, click the Customer Groups menu. If there is no existing record yet, it will open a new Customer Group screen. The Customer Group search grid will be docked at the center panel.
- On Customer Group search grid, click the New toolbar button.
Image Added - 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.
Image Added - Click Save button.
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