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.
How 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.