> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-groups.md).
# 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](#the-customer-groups-page "mention")
* [#creating-a-customer-group](#creating-a-customer-group "mention")
* [#adding-customer-group-members](#adding-customer-group-members "mention")
* [#customer-group-additional-options](#customer-group-additional-options "mention")
* [#customer-group-pricing](#customer-group-pricing "mention")
***
## 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
{% stepper %}
{% step %}
#### 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.
***
{% endstep %}
{% step %}
#### Click Add +
To add a new group, click the **Add +** button in the top right corner.
The **Add Customer Group** form will open.
***
{% endstep %}
{% step %}
#### Name the Group
Enter a name for your group in the **Groups Name\*** (this is a required field) field.
{% hint style="info" %}
Use clear, descriptive names (eg. “Wholesale Customers - East Region”) so groups are easy to identify later.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Save
Click to create the group.
The new customer group will show in the **Customer Groups** list.
{% endstep %}
{% endstepper %}
***
## 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.
{% hint style="info" %}
The customer must first be set up in Supply’d before they can be added to a group.
👉 See the [Adding a Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.md) document for details on adding a customer to Supply’d.
{% endhint %}
{% stepper %}
{% step %}
#### 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.
***
{% endstep %}
{% step %}
#### Select Edit Customer
Click in the 3 tops in the top right and select **Edit Customer**.
The **Edit Customer** form will open.
***
{% endstep %}
{% step %}
#### 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.
{% endstep %}
{% endstepper %}
***
### 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.
{% hint style="success" %}
👉 See the [#customer-group-pricing](#customer-group-pricing "mention") document for full details.
{% endhint %}
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.supplyd.co/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-groups.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
to create the group.
The new customer group will show in the **Customer Groups** list.
