Creating Account Groups:
Account Groups are used to group accounts so customer can report on types of accounts or Trade Agreements. For example, if your company needs to apply the same discount to several certain accounts, you can create an account group and add each account you would like to have the discount applied to.
- Click on the All Tabs “+” sign and open “Account Groups” .
- Click “New” button.
- Fill in the Account Group Name, Account Group Code and Descriptions fields. Click on “Save” to finish.
- Now, you can select one from all existing account groups when you edit account details OR you can also add proper accounts to an account group in account group page.