How to set customer group, sales rep and credit limit?
With Wholesale module enable only.
Step 1: Create New Customer
Go to Sales > Customers
Then click on "Create New" button.
Step 2: Select customer group
Select the customer group of the customer, this will decide the price group of your customer
Step 3: Select Sales Rep (Optional)
Select the sales rep for your customer
Step 4: Set Customer Payment term and Credit limit (Optional)
Select your customer payment term and Credit limit
Step 5: Enter Customer billing and shipping address
Step 1: Create New Customer
Go to Sales > Customers
Then click on "Create New" button.
Step 2: Select customer group
Select the customer group of the customer, this will decide the price group of your customer
Step 3: Select Sales Rep (Optional)
Select the sales rep for your customer
Step 4: Set Customer Payment term and Credit limit (Optional)
Select your customer payment term and Credit limit
Step 5: Enter Customer billing and shipping address
Updated on: 15/01/2020
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