To view current Customer Groups, navigate to the SETTINGS module and select ‘Set Up Customer Groups.’
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.
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.
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.’