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How to create a customer group

How to create a Customer Group and assigning a Customer to a Group

In this tutorial we will learn how to create customer groups and how to assign customers to certain groups.

Step 1 : Login to your AltheaSuite account.

Step 2 : Go to Customers > Customers .

Step 3 : Add a new Customer or modify the existing one. Here, I am trying to modify existing customer by clicking on context menu and selecting Modify.

Step 4 : In the Customer Group field click on three dotted button.

Step 5 : Click on + New to add a new Customer Group.

Step 6 : Enter the Customer Group Name and click Create.

Step 7 : Select the new added Customer Group and click OK.

Step 8 : Click Update on the Modify Customer window.

 

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