Groups

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

What is covered in this article:

1. Group Creation

2. Group Parameters

3. Adding/removing clients to groups

Group Creation

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

Step 2: Enter a name and select a identifying colour.

Step 3: Proceed to setting the groups parameters.

Group Parameters

Parameter of the created group will define unique actions and interactions between your clients. 

1. Discount: A discount percentage that is applied globally to every transaction that grouped client makes.

2. Minimum Count: Minimum purchase quantity per order for that group of clients.

3. Minimum Value: Minimum monetary value that has to be spent in so that and order can be placed.

4. Taxes: Wether or not this group is exempt of taxes.

5. Deposits: Wether or not this group is exempt of Deposits.

6. New Order Comment: A message that is displayed before the client completes a new order. 

7. Order Details note: A Message that displays after a new order has be submitted.

8. Orders editable: Allow client to append their cart to an existing order if it matches the selected state.

9. Automatic orders approval: Allows an order to be accepted and processed passively without need of manual approval.

10. Automatic orders invoicing: Allows an invoicing to be processed and sent passively without need of manual intervention.

11. Invoice editable: A message that is displayed when the client 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.