Minimum Version Required: 22.06
Steps
What is a Customer Product Group?
A Customer Product Group will control what product types a customer is able to purchase.
When should a Customer Product Group be set?
Customer Product Groups are used to limit Customers to buy from specified Product Types.
This is a powerful tool to limit sales to customers based on their licenses.
Customer Product Groups are set on the customer record.
How to create a Customer Product Group:
1. Using Universal Search, navigate to the Product Groups Table.
2. Click the Add Product Group button.
3. Enter values to all required and applicable optional fields displayed the ‘New Product Group’ form and click the Add Record button when complete.
- Enter a Product Group Name
- Select the 'Customer' Type
- Select a License Type
- Select Auto Add to new Customers = False
4. Click Subtables and Select 'Product Type List'.
5. Click Add Product Type List button.
6. Select Product Types and Click Save Changes.
7. Complete the process by navigating to the Customer record and set the new Product Group in the set the Product Group in the Product Group field.
Fields And Definitions
Product Type:
Set on the Product record.
Controls how the product is classified.
Product Type List:
List of Product Types that are associated with a Product Group.
Customer Product Group:
A group of products the customer is able to purchase.