
Customer Groups
Adding Customer Groups makes it easier to organise customers and apply relevant settings, pricing, or sales terms consistently across similar groups of customers.
Customer Groups allow you to organise customers into defined categories based on shared characteristics, business requirements, or trading relationships. In Supply’d ERP, Customer Groups make it easier to filter and manage customers, apply group pricing, and support consistent processes across your business.
The Customer Groups tab displays any groups you have already created. Once a group is created, you can assign customers to it by editing the group. For example, you might create separate groups for wholesale and retail customers to apply different pricing or manage orders more efficiently.
This document explains how to create, manage, and use Customer Groups effectively.
The Customer Groups Page
To view the Customers Groups page, select Customers from the main menu, then select the Groups tab to view a list of groups you have previously added or to add a new one.

Selecting a Group from the list will display the members of that group under the Members tab.

The Pricing tab displays any special pricing that has been added for the group.

Creating a Customer Group
Adding Customer Group Members
Customers can be added to Customer Groups when first creating the customer in Supply’d or later by editing their details and selecting the group from the Groups field.
Customer Group Additional Options
When a group is selected, the Members tab will show you a list of any members you have assigned to the group. Clicking on the three dots on the top right-hand corner will give you the following options:

Edit Group
Allows you to change the group name.
Export > Product Sales Report
Allows you to export the customers sales data for comparison.

Selecting this will open the Export Customer Product Sales Report form.

Date Range: The date range to export. Clicking on the field will open a calendar where you can select your dates.
Comparison Periods: Select the periods would you like to compare - Weeks, Months or Years.

Comparison Field: What data field would you like to compare.

Remove Group
Allows you to remove the group. You will be asked to confirm.
Customer Group Pricing
Customer Group Pricing in Supply’d allows you to set specific pricing for groups of customers rather than individual accounts.
👉 See the Customer Group Pricing document for full details.
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