Managing Customer Groups

From the customer groups list, you can:

  • View all groups
  • Tap a group to view and edit details
  • Add or remove customers from groups
  • Update pricing rules
  • Delete groups (if no longer needed)

When you create quotations or orders for customers in a group, the group pricing is automatically applied. This makes it easier to manage large customer bases and apply consistent pricing rules automatically.

[Screenshot: Customer groups list]

[Screenshot: Edit customer group]

[Screenshot: Group pricing settings]