QuickBooks Commerce enables you to classify customers into different segments or groups using the Customer Groups feature. Read on to learn more about how to create a customer group and manage your customers effectively.
What are Customer Groups?
Customer Groups are an efficient way to organize your growing customers who share similar settings. You can assign specific discounts and override prices for your products.
Selecting a Customer Group for a Company will inherit all the shared settings defined on the group-level (i.e. Net 30 payment terms).
For example, if you select that Company ABC Ltd is part of the ‘Net 30’ customer group, they will be charged with Net 30 for all purchases made in your store.
By segmenting your relationships into Customer Groups, you can manage customers with shared settings like Pricing, Discount Rates, Payment Terms, and Minimum Order Value in one go.
Here are some examples of Customer Groups you can create,
- Loyalty Group - where you can assign a default discount to repeat customers based on customer loyalty
- Members Special Group - where you can allow a ‘Net 30’ payment term to customers
- Retail & Wholesale Group - where you can create different price lists for retail and wholesale customers
- Minimum Order Value (MOV) Group - where you can Impose a minimum order value requirement per customer group. Did you know that setting a MOV helps to maximize your revenue? 💭💰
The Customer Group names shown here are solely for illustrative purposes. You can name them to your preference and business practices.
How to create a Customer Group?
Go to the Relationships section from the main navigation bar and click on the ‘Customer Groups’ tab.
Click the ‘Create New’ button located at the top right of the screen.
A popup screen will appear where you can enter the details for your Customer Group, and the shared settings you would like each assigned Company to inherit.
Once you are done filling out the details, click ‘Create Customer Group’.
Now that you have set up these defaults, any customer you add to the group will immediately inherit all these settings.
A Company can only belong to one Customer Group at any one time. You can easily re-assign Customers between groups.
There are two ways in which you can start assigning Companies that belong to this Customer Group you just created.
QuickBooks Commerce recommends doing so via ‘Bulk Actions’ as it makes the process easier and quicker.
Assign via Bulk Actions
Go to your Companies tab and click on the ‘checkbox’.
The ‘Bulk Actions’ menu will appear and you can select the ‘Assign to Customer Group’ option in the dropdown.
In the popup, select the Customer Group you wish to assign the Companies and click ‘Save’.
If you would rather assign Companies individually, select the customer you would like to allocate to the created customer group from your Companies tab or start typing the name in the search bar and follow the same steps as above or in the demo below.
Assigning a company to a Customer Group pre-fills certain fields to inherit the shared settings defined on the group-level.
If you wish to have bespoke settings for this company, simply select ‘Unassign from Customer Group’ in the dropdown menu.
Only Consumers and Business Customers can be assigned to a Customer Group.