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Creating Customer Group and Associating Price List – Berlin

To view current Customer Groups, navigate to the SETTINGS module and select ‘Set Up Customer Groups.’
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This will show a collection of folders. These are your Customer Groups. To add a new group, right click on the tree and select ‘+ Add.’ This will add a subgroup.

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You can change it to a main group in two ways. Drag and drop the folder to the main tree until a green check mark appears, or edit it under ‘Belongs to Group’ and select the blank option.

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You can also add new Customer Groups quickly under the Customer Card by selecting ‘Add New…’ when assigning a group.

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Once Created, you can associate a price list by right clicking the Customer Group and clicking ‘Edit.’