Overview
The assigning of a Group to a customer account allows you to process payments by group instead of by customer.
How to access customer groups data
The 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.
Instructions
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Information
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.