IV Help Guide

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Customer Groups

Welcome to our tutorial on managing your customer groups. Customer Groups are used to separate customers into different categories. For example, retail and wholesale customers. These groups can be used to allow different prices for different customers, different promotions for different customers, or different tax rates for different customers. To begin click the arrow next to a topic below and our visual guide will appear. To advance to the next step simply click the next button inside the appropriate box.

  • From the navigation menu, choose Customers > Customer Groups.
  • Click Add New Customer Group.
  • Enter a Group Name.
  • Choose a Tax Class.
  • When you're finished, click Save Customer Group.
  • From the navigation menu, choose Customers > Manage Customers.
  • Click the customer you would like to add to a group.
  • Click Account Information.
  • Choose the Group you would like to add this customer to.
  • When you're finished, click Save Customer.

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