With ERPLY, you can create price lists to be associated with specific Customer Groups. To view current Customer Groups, navigate to the SETTINGS module and select “Set Up Customer Groups.”
Your customer groups will show as a folder tree. To add a new group, right click on the tree and select “+ Add.” This will add a subgroup.
You can change a subgroup to a main group in two ways: either drag and drop the folder to the main tree until a green check mark appears, or edit the folder under “Belongs to Group” and select the blank option.
You can also add new Customer Groups quickly under the Customer Card by selecting “Add New…” when assigning a group.
Once created, you can associate a price list by right clicking the Customer Group and clicking “Edit.”