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Creating a Customer Group

A feature designed to simplify your customer management. This guide will walk you through the easy steps of creating and managing customer groups in your system. Whether you’re categorising for marketing or streamlining administration, we’re here to help you through it.

To set up a new customer group, follow these steps:

  • Go to the “Customer” section in your system.
  • Within the “Customer” section, find the “Customer Groups” tab.
  • Click on “+ Create Customer Group” to begin adding a new customer group.

Step 1 | Customer Group Details

  • Insert a name for the customer group (mandatory field).
  • Write a short description for the group.
  • Choose between Active or Inactive.
  • Select an available shipping profile.
  • Check this option to automatically add new customers to the group.

Step 2 | Add Customers

  • Click on “Add Customers” to open a popup.
  • Search and select customers from the popup.
  • After selection, click “Save” to save your chosen customers and close the popup.

Step 3| Finalisation

  • If satisfied with the group configuration, click “Save.”
  • You can revisit and edit the group configuration as needed.

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