Sales Groups

Sales Groups help a business split and identify customers who are in similar categories. This "group splitter" allows the user to create different groups and assign them to each customer based on how they are classified. This classification can be based on things like how much a customer can buy, what items they buy, or their financial potential. The user can classify groups in any way that fits the business needs.

How to Access

To manage these groups, the user must go to Setup > Sales > Sales Groups or Sales > Settings > Sales Groups and click + Add New. Initially, the system may have groups like "Small," "Medium," and "Large," but the user can edit or adjust these as needed.

Sales Groups List View

This list provides an overview of all current customer groups:

• Group Name: The name of the group, such as "Global," "Wholesale Buyers," or "Retail Clients."

• Inactive Management: By ticking the Show also Inactive box at the bottom of the list, the user can see every group, including those that have been turned off. From here, the user can use the red Inactive toggle to switch a group between Active (No) and Inactive (Yes). This allows the user to review historical data or reactivate a group later without deleting it.

• Actions: Click the Pencil icon to rename a group or the Trash Can to remove it permanently.

Adding a New Sales Group

When the user clicks + Add New, the system allows for inline adding directly at the top of the list:

• Group Name (Input Field): Type the name for the new classification directly into the empty box.

• + Add: Click this button to save the new group to the list immediately.

• Cancel: Click this to clear the box and close the adding row.

Why Use Sales Groups?

Using these groups makes it easier to track results. The user can use Sales Groups in reports to filter information and see how different types of customers are performing. This helps the business understand which categories are most active or profitable.