Creating & Applying Trader Groups

1. Click on Setup

2. Click on User Defined Groups

1. Select Traders

2. Select Add

3. Add in the Group Name

4. Confirm To save

1. Untick All

2. Enter in Search Criteria

3. Press Search

4. Select Group to add Customers to

5. Click on Accounts to be added to Group

6. Click Set Groups, this will add the selected accounts into the Group

Find Customer then

1, Select Settings

2. Select Groups

3. Tick Group you wish to added customer to

4. Select Set, the customer is now added to the group