Customer Groups allow businesses to classify their buyers into distinct commercial categories (e.g., Cash Group, General, VIP Group, Special Grp, or Gold Members). Each group can carry a pre-configured discount or markup percentage that automatically applies during sales and billing.
Access Customer Groups:
Open the left sidebar and choose User Module > Customer Groups.
View Configured Groups:
The list highlights the group Name and the assigned Percentage (e.g., 0%, 2%, 3%, 10%).
Modify or Remove a Group:
Click the Action button on any customer group row:
Edit: Opens the group form so you can adjust group names or percentage rates.
Delete: Removes the customer group category from your system.
Open Creation Dialog:
Click the blue + Add Customer Group button situated in the top-left area.
The Add Customer Group modal will appear.
Enter Details:
Name *: Type the group name (e.g., Corporate Wholesale, Staff, Gold Tier).
Percentage(%) *: Specify the default discount or price adjustment percentage.
Advanced (Checkbox): Select if custom billing rules apply.
Submit:
Click Submit to activate the new customer group.
Open the Import Tool:
Click the dark Import Customer Group button at the top of the Customer Groups list.
The Import Customer Group modal window will display.
Download the Template:
Click the blue Download button under the Sample File section to download the pre-formatted CSV template.
Ensure your spreadsheet adheres to the required column order: (name*, percentage*).
Upload and Process:
Click Choose File under Upload CSV File * and select your prepared .csv spreadsheet from your local storage.
Click Submit to batch-create all groups instantly.