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In customer groups you can define different customer groups as your purposes. At a customer group you can mark it as B2B or B2C. The customer groups are connected to clients. In this configuration tab you can’t edit which client is connected to which roup.

⚠️ NOTE: A client can be in one group only and a customer group should have ERP id to use them in import.

In the customer groups view you can pop-up the list of clients attached to the selected group. You can define customer groups for example:

  • Volume-based Groups:

High-volume Purchasers: Customers who regularly make bulk purchases.

Low-volume Purchasers: Customers who typically buy items in smaller quantities.

  • Loyalty-based Groups:

Loyal Customers: Customers who have been with the company for a long duration or have made consistent purchases over time. They might be offered loyalty discounts or exclusive deals.

New Customers: Recently acquired customers who might be eligible for introductory offers or first-time purchase discounts.

  • Geographical Groups:

Local Customers: Customers within a specific region or locality might receive special discounts or offers based on local events, holidays, or preferences.

International Customers: Overseas customers who might have different pricing based on shipping costs, taxes, and import/export duties.

  • Behavioral Groups:

Frequent Shoppers: Customers who frequently visit and make purchases, even if in small amounts.

Infrequent Shoppers: Customers who make purchases sporadically, potentially attracting re-engagement offers or promotions.

  • Channel-based Groups:

Online Shoppers: Customers who predominantly make purchases through the company's online platform. They might receive online-exclusive discounts or offers.

In-store Shoppers: Customers who prefer shopping at physical locations. They might get in-store promotions or bundled offers.

  • Industry-specific Groups:

B2B Customers: Businesses purchasing for operational needs. Pricing can be based on contracts, MOQs (Minimum Order Quantities), or recurring orders.

B2C Customers: Individual consumers buying for personal use. They might receive seasonal promotions, flash sales, or product bundle offers.

Remember, the key to effective customer grouping is to regularly review and adjust these groups based on changes in customer behavior, market conditions, and the company's overall strategy.

In the "Customer Groups" tab, you will find a list of customer groups that have been defined in the ERP system. You can filter and sort each column. When sorting, numbers appear on the sorted columns, indicating the sorting order of the columns. At the bottom of the window, you can see the record count information.