Articles on: Customers

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

Updated on: 15/01/2020

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