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

• Creating a Customer Group

• Adding Customer Group Members

• Customer Group Additional Options

• Customer Group Pricing

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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.

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Creating a Customer Group

1

Go to the Customers Groups Page

Select Customers from the main menu. The Customers page will open, showing a list of all your customers.

Go to the Groups tab to see any groups you may have previously added.

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2

Click Add +

To add a new group, click the Add + button in the top right corner.

The Add Customer Group form will open.

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3

Name the Group

Enter a name for your group in the Groups Name* (this is a required field) field.

Use clear, descriptive names (eg. “Wholesale Customers - East Region”) so groups are easy to identify later.

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4

Click Save

Click to create the group.

The new customer group will show in the Customer Groups list.

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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.

The customer must first be set up in Supply’d before they can be added to a group.

👉 See the Adding a Customer document for details on adding a customer to Supply’d.

1

Select the Customer

From the Customers page, select the customer you would like to add to the group.

The customers page will open showing all their details.

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2

Select Edit Customer

Click in the 3 tops in the top right and select Edit Customer.

The Edit Customer form will open.

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3

Select the Group

On the Edit Customer form, click the Groups field and select the desired group. This will assign the customer to that group.

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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.

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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.