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Excerpt
The assigning of a Group to a customer account allows

Customer groups enable you to process the payments

by group instead of by customer. In addition to this, grouping customers will allow

of several customers at the same time. Additionally, having customer groups allows you to perform a deeper analysis of

the titleHow to access customer groups data

group behaviors with Komet Analytics.

Info

Remember that when a customer is in a group, available credits will not apply individually per customer and cannot be applied to any payment transaction. 

Tip

Access Customer Groups Data

The system provides a consolidated analysis of sales by group, including year-to-date (YTD) sales,

  year

year-to-date (YTD) growth, sales by salesperson, sales by inventory type, and more. For further information, read Komet Analytics: Sales Dashboards.

Instructions


Add a Customer to a Group

To add a Customer to a new or existing group, do the following instructions:

  1. Go to Setup

 >> 

  1.  and select Customers.

Click on the 

  1. Search

 button to find

  1. the customer

that

  1. you are

going to set up the

  1. setting

for

  1. up.

Under

  1. Click on Edit in the Actions column

click on "Edit".
  • The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.
    • To assign a Group simply type in the name of a preexisting Group or type a new one to be added if it doesn't already exist, then click on "Save"

    1. . The Customer Information modal will open.

    2. Click on the Advanced link on the Setup tab.

    3. Enter the group name in the Group field.

    4.  Click on Save.

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    titleInformation
    Keep in mind that when a customer is set on a group, available credits will not apply individually per customer, it cannot be applied to any payment transaction.