Navigation path: Customers -> Groups
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 -> Application).
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.
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 what timeframe the customer has for paying the order.
Displayed discount rate per order
Hidden discount rate per order
For 4. and 5. please refer to the Discounts (Hidden / Visible) article for more info.
Navigate to the Customers List tab and open a customer account to assign contacts to their respective Customer Group:
Don't forget to Save the changes at the end!