How to Add, View, and Delete Customer Groups

Customer groups are essential for managing different types of customers and offering targeted discounts. Here’s how you can manage customer groups in the system:

1. Go to the User Module
   Begin by navigating to the User Module in your system. This section allows you to manage user and customer group settings.

2. Select Customer Groups
   In the User Module, find and click on Customer Groups. This section will display a list of all the customer groups currently set up in the system.

3. Click Add Customer Groups
   To add a new customer group, click the Add Customer Groups button. This will open a form for you to enter the details of the new group.

   

4. Enter Group Details

   • Customer Group Name: Choose a unique name for the customer group.

   • Discount Percentage: Enter the discount percentage that will be applied to customers in this group. Once you’ve entered the details, click the Submit button to save the new customer group.

     

5. Edit or Delete a Customer Group

   • Click the Action Button: Next to each customer group, you’ll see an Action button. Click on it to reveal options for editing or deleting the group.

   • Select Edit: If you need to update the group’s name or discount percentage, click Edit.

   • Select Delete: If you wish to remove the customer group entirely, click Delete and confirm the action when prompted