Sales Groups

Purpose

Define customer groupings and/or classifications. This is useful for tracking sales figures for a particular sub-set of your customer base. This may be something as simple as:

1. Small
2. Medium
3. Large

The number, and complexity, of these groups are up to your discretion.

Procedure

• Enter the name of the group you wish to add under Group Name input field and click Add new.
• In order to edit existing groups, simply click on the edit icon beside the group name.
• To remove a group, click on the delete icon.

Tips and Tricks

Assign individual Customer Branches to specific Sales Groups.