Overview

Account Groups are an optional setting that allow you to assign your accounts to groups. Cette fonctionnalité est purement informative, alors n'hésitez pas à l'adapter à vos besoins professionnels.

Commonly, these groups are used to keep track of where new customers came from (e.g. from a trade show) or which customers will be given special offers (which can also be paired with custom order guides to give unique price lists.)

Instructions

Création de groupes de comptes

Navigate to Home > Preferences > Login.

Vous verrez un groupe de comptes par défaut créé pour chaque canal de vente que vous utilisez. Si vous n'avez pas encore créé de groupes de comptes, tous vos comptes existants seront affectés à ces groupes par défaut. The population number next to each account group refers to the number of accounts that have been assigned to it.

To add a new group, click Add Group. Enter the account group's name, then click Submit to save.

Note: To perform this task, you must have an admin-level user account. If you don't see this menu option, you will need to ask an admin user in your company to add these settings.

Gérer les groupes de comptes existants

Go to Home > Preferences > Login.

Faites défiler la page pour afficher les groupes de comptes que vous avez déjà créés. En utilisant les icônes à côté de chaque groupe, vous pouvez les modifier, les supprimer, les désactiver ou les réactiver.

• Edit: Click the edit icon to change the group's name.
• Delete: Click the trashcan icon to delete the group. Only delete a group if no accounts are assigned to it.
• Deactivate: Click the green checkmark to deactivate the group. Inactive groups will not appear in dropdown menus.
• Reactivate: Click the red X to reactivate the group.

For example, if the 'Travel' group has been deactivated, you can reactivate it by clicking the red X. If its population is 0, you can also delete it by clicking the trashcan icon.

Assigning an Account Group to New Accounts

This step is part of the general process for creating new accounts. For additional information, see our guide on creating customers.

Note: Account groups are assigned on the account (billing address) profile, not the customer (shipping address) profile. If you have an account linked to multiple customers, they will all share the same account group.

1. Go to Customers > New Customer. Select your account group from the dropdown. If it’s not listed, verify the correct sales channel is assigned and the account group is active.
2. Fill all required fields and click Submit to save the new account.

Assigning an Account Group to an Existing Account

Initially, existing accounts are assigned to the default group for their sales channel. You can change this by editing the account profile.

1. Go to Customers > Manage Customers. Search by account.
2. Click the account name to open its profile. Click the Edit tab.
3. Select the desired account group from the dropdown menu.
   Note: Account groups are based on sales channel. If your group is not listed, ensure the account is in the correct sales channel and the group is active.
4. Click Submit to save changes.