With the CUSTOMER GROUPS, we can create different groups to which we can add all the customers to whom we want to apply a discount or rate automatically on their sales.

To create a new customer group, go to the +New button.

  • Name: Enter an identifying name.

  • Discount: Select the discount you want to associate from the dropdown.

  • Rate: Select the rate you want to associate from the dropdown.

    Note: The Discounts and Rates must have been created beforehand.

Finally, click on Save.

Once the group is created, add the customers you want to it by clicking on the --.

Search for the customer from the dropdown and click on Add. Once all the customers are entered, click outside the window to close it.