Welcome to our easy-to-follow guide on using the Customer Group Feature in Empress. This feature is particularly useful for business users who need to manage and organize their customer base effectively.
Introduction
The Customer Group Feature lets you categorize your customers into various groups based on your business needs. For instance, you can group customers by region, industry, or sales volume. This feature is crucial as it allows businesses to customize sales strategies, set different price lists, define payment terms, and establish credit limits per group.
Viewing and Editing Customer Groups
To view and edit customer groups:
- Navigate to the Customer Group page.
- Here, you can see all customer groups listed. Click on a group to view more details.
- To edit, simply make the necessary changes in the relevant fields and click Save.
Sorting Customer Groups
You can sort customer groups based on the Modified field. By default, groups are sorted in descending order of modification date.
Tracking Customer Information
The Customer Group feature in Empress allows you to track key customer information such as:
- Default Price List: The standard price list for the group.
- Default Payment Terms: The standard payment terms for the group.
- Credit Limit: The credit limit for the group.
User Roles and Permissions
User roles and permissions for the Customer Group feature are defined as follows:
- Sales Manager: Can read, print, and report.
- Sales User: Can read, print, and report.
- Sales Master Manager: Has full access including creating, deleting, exporting, importing, printing, reading, reporting, sharing, and writing.
- Customer: Can select, share, print, report, email, and export.
- Accounts User: Can read, print, report, share, and email.
Conclusion
The Customer Group feature in Empress enhances your business process by enabling you to effectively categorize and manage your customer base. It helps tailor customer-specific strategies, thereby improving customer satisfaction and business profitability.
For further assistance, please refer to our comprehensive user guide or contact our support team.