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People

Customer groups

Wholesale, retail, and other lists, including a CSV import.

  1. Open Customers.
  2. Open the Customer Groups tab.
  3. Add a group, or import groups from CSV.
  4. On each customer, pick the group.
Customer Groups tab and the import control
Customer Groups tab and the import control

Groups are labels for how you sell. They do not by themselves change the price. A default discount lives on the customer.

Next: Customer payments and ledger.