Time for action - creating and using groups
Perhaps a common group might be wholesale and retail. Here we will create a group called Wholesale, give the group 10 percent discount, and then add some customers to it.
1. Click on the Customers tab, then the Groups sub-tab, and then Add new:
2. Enter Wholesale in the group name box and enter 10 in the percentage discount box.
3. Save your new group. Notice in the list of groups that there is the new wholesale group and a default group. In this scenario, the default would be our retail group.
4. Now click on the Customers tab again and then the Edit icon on one of the customers. Can you see the little checkbox highlighted in the following screenshot?
5. Select the checkbox to add the customer to the wholesale group and then click on Save.
6. The customer will now enjoy any discounts assigned to the wholesale group.
What just happened?
We now know how to use the groups feature and have looked at one possible use for it.
Customers
You just saw how...
