Groups

Creating groups will allow you to divide your customers according to different criteria and assign specific parameters to each.

What is covered in this article:

1. Group creation
2. Group settings
3. Adding/removing clients from groups

Creating a group

Step 1: Go to the "Groups" tab in the menu and select "Create"

Step 2: Enter a name and select an identification color.

Step 3: Proceed to adjust the group settings.

Group settings

The created group setting will define unique actions and interactions among your clients.

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1. Discount: A percentage discount applied globally to each transaction made by a client of the group.
2. Minimum items count per order: Minimum quantity of purchase per order for this group of clients.
3. Minimum order value: Minimum monetary value to spend for an order to be placed.
4. Taxes: Whether this group is exempt from taxes or not.
5. Deposits: Whether this group is exempt from deposits or not.
6. New order comment: A message displayed before the customer finalizes a new order.
7. Note on order details: A message displayed after a new order has been submitted.
8. Editable orders: Allow the customer to add items to their cart for an existing order if it matches the selected status.
9. Automatic order approval: Allows an order to be passively accepted and processed without the need for manual approval.
10. Automatic order invoicing: Allows an invoice to be processed and sent passively without the need for manual intervention.
11. Editable invoice: A message displayed when the customer receives and opens a new invoice.
12. Payment method: Choose between "Net 15", "Net 30", "Net 45", "Net 60", "Upon receipt" or "Other". If you choose "Other," you will need to enter your payment method manually.