Groups
To access the group’s main page, click on “Groups” in the outermost left navigation bar.
The Groups main page allows users to see all of the groups that have been created and to drill down into an individual group file for more detail.
Customer groups are a great way to streamline quotes and sales information, by grouping similar or related clients. The groups feature helps restrict certain sales reps from seeing or selling certain items, and it helps to restrict certain customers from purchasing certain items.
A group consists of clients, items, and users. An individual client, item, or user can be in many different groups.
The information displayed for each group includes:
- Name
- Type
- Clients
- Items
- Users
- Auto add clients (yes/no) -- if checked, any clients will be added to this group automatically
- Auto add items (yes/no) -- if checked, any items will be added to this group automatically
- Default for users (yes/no) -- if checked, any users will be added to this group automatically
Groups can be searched by name in the search box, and types can be filtered through the group type dropdown menu near the top of the display. Choices for filtering group types are:
- Chains
- Buying groups
- Referrals
Clicking the name of an individual group opens a groups detail page.
To create a new group, click on the “Create New Group” button in the upper right-hand corner of the groups display area.
An input prompt will open, allowing you to put in:
- Name
- Type
- Auto add clients (check box for yes/no)
- Auto add items (check box for yes/no)
- Default for users (check box for yes/no)
- Description
Note: This feature is only available for some user types.
Updated 8 months ago