Creating groups will allow you to divide your customers according to different criteria and to assign specific parameters to them.
Step 1: In the general menu, select "Groups".
Step 2: In the upper right corner of the "Retailer groups" page, click the "Create" button.
Step 3: Fill in the information to create the new group.
Name: Choose a name that will allow you to easily remember which retailers are members of this group.
Color: Assigning colors to your groups will allow you to differentiate them at a glance. If you have many groups, you can also use colors to categorize them.
Order confirmation message: This is the message that group members will receive when they order your products. Select FR-CA to write your message in French, then EN-CA to write your message in English.
Order default note: This is the default supplier note added to the order for retailers of this group.
Minimum items per order: By checking this box, you can define a minimum number of products for this group. If you leave this box unchecked, no minimum order will be required.
Please note: Customers may still place orders that do not meet this minimum quantity. However, you will be notified and be able to accept or refuse the order.
Invoice note: This note can be used to tell your buyers how they can pay you. You could for example include the details about bank transfer, interac or payment by cheque.
Payment method: Choose between "Net 15", "Net 30", "Net 45", "Net 60", "Upon receipt" or "Other". If you choose "Other", you will need to enter your payment method manually.
The payment method information will be displayed on the order PDF.
Step 4: Once you have completed the group information, simply click the "Save" button and your group is all set up!