Customer groups are a great way to create customer-specific discounts, tax rates, and specials. They also allow you to report on your sales and customers. You can access your "Customer Groups" by going through " Company Management " in Flowhub.

How to Add a Customer Group

For a quick tutorial on how to set up a customer group, watch this video:

  1. Sign into Flowhub, then select the small up arrow ^ next to your name in the lower left-hand navigation menu. This will open up more menu options.

  2. Select "Manage" and then "Company Management" when it appears.

  3. Select "Customer Groups" from the "Manage:" drop-down menu near the top of the main page. All current customer groups will be listed here.

  4. To add a new customer group, click the "+" sign n the upper right of the main screen.

  5. This will open the "Add a New Customer Group" window.

6. Enter a "Name" and a "Description" and then choose "Save."

7. Repeat until you have added all your wanted customer groups.

How to Edit/Remove a Customer Group

  1. If you need to edit one of your customer groups, navigate to the "Customer Groups" page.

  2. Select the group you want to edit.

  3. Once selected, you will see the option to "Edit" or "Remove" the customer group.

    Note: Edits can only be made to the description, not the name. If you need to change the customer group name, you'll want to delete and re-add the group. See the Tax Exempt Users article for assistance with creating Tax-Exempt customer groups.

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