Overview
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The assigning of a Group to a customer account allows you to process payments by group instead of by customer. |
Instructions
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Go to Setup >> Customers. |
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Click on the Search button to find the customer that you are going to set up the setting for. |
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Under the Actions column click on "Edit". |
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The Customer Information will pop-up, on the Setup tab click on the "Advanced" link. |
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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". |
Customer groups enable you to process the payments of several customers at the same time. Additionally, having customer groups allows you to perform a deeper analysis of group behaviors with Komet Analytics. |
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.
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Access Customer Groups DataThe system provides a consolidated analysis of sales by group, including year-to-date (YTD) sales, year-to-date (YTD) growth, sales by salesperson, sales by inventory type, and more. For further information, read Komet Analytics: Sales Dashboards. |
Add a Customer to a Group
To add a Customer to a new or existing group, do the following instructions:
Go to Setup and select Customers.
Search the customer you are setting up.
Click on Edit in the Actions column. The Customer Information modal will open.
Click on the Advanced link on the Setup tab.
Enter the group name in the Group field.
Click on Save.
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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. | customer-group-analysis" ) |
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