TRADEGECKO   |   1 minute read

New feature release: B2B Customer Groups

You can now create Customer Groups in TradeGecko - a great way to organise customers that share similar settings.

Introducing Customer Groups: a new feature that improves the organization of your customers. Want to organise your wholesale customers based in Singapore? You can do so by creating a new Customer Group, name it "Singapore Wholesalers", and assign your relevant customers to that group.

product-customer-groupsHow does it help my business?

  • Improve internal efficiencies by easily organising your growing customer-base.
  • Speed up the process of managing how every Customer Group sees and purchases from their product catalogue.
  • Run reports using Customer Groups as a report grouping property and filter in Intelligence.

How does it work?

Under the Relationships tab in TradeGecko, there is now a new section called "Customer Groups". Selecting a Customer Group will inherit the shared settings defined on the group-level.

By segmenting relationships into Customer Groups, you can manage customers with shared settings like Pricing, Discount Rates, and Payment Terms, MOV altogether in one go.



Interested in trying out Customer Groups?

Start a free trial today!