Time for action – creating and using groups

Perhaps wholesale and retail could constitute a common group. Here we will create a group called Wholesale, give the group 10 percent discount, and then add some customers to it.

1. Hover over the Customers tab, click on the Groups subtab, and then click on Add new:

2. Enter Wholesale in the Name field and 10 in the Discount (%) field.

3. Save your new group. Notice, in the list of groups, there is the new wholesale group and a default group. In this scenario, the default group would be our retail group.

4. Now click on the Customers tab and then click on the edit icon on one of the customers.

5. Select the checkbox to add the customer to the wholesale group, 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 we edited the membership of a group via the Customers tab. You can also view a list...