Located in Customers > Groups
From your Customer Groups page, click Add New Customer Group.
On the New Customer Groups page, configure your Group Information settings.
Create a title to identify your customer group.
Select a tax class to assign to your customer group from the drop down menu.
Restrictions (Certain Subscriptions Only)
Here you can specify which languages and currencies the Customer Group will have access to.
Specify a Sales Representative (or multiple) that will be auto-assigned to orders and quotes for customers in this group.
After completing your configurations, click Save Customer Group.
From the Manage Customers page, select the customer you want to place with your Customer Group.
Select Account Information from the Customer Information menu.
Then, select your Customer Group from the Group menu.
If you want this group exempt from VAT ID taxation rules, select the Disable Automatic Group Change Based on VAT ID checkbox.
After completing your update, click Save Customer.
Updated 8 months ago