Here you can create additional customer groups and edit the existing ones. Specify payment methods and discounts that apply to all customers within that group.
Default customer groups:
General Customers - customers who registered on the Front End Ordering Portal and created their account.
Guest Customers - customers who create orders as Guests without registering an account (possible if Login & Registration is set to "Optional" in Settings -> Portal Settings).
It is recommended to restrict payment options for Guest customers to pre-payment methods.
Please refer to the Guest Customer Quote Request Workflow article for more info.
You can also create custom groups on demand with a configuration of your choice.
When creating/editing a customer group, you can adjust the following parameters:
Name of the Customer Group
Select the 'Payment Methods' available for customers within that group.
Select 'Payment Terms' (required for Invoicing) - this determines how long an invoice will stay active for payment.
Displayed Discount %rate (Please refer to the Discounts (Hidden / Visible) article for more info)
Hidden Discount % rate (Please refer to the Discounts (Hidden / Visible) article for more info)
Note: Payment terms (3) are created and managed in the same pop-up window:
Navigate to the Contacts List tab and open the contact details to assign a contact to their respective Customer Group:
Don't forget to 'Save' the changes when done!