Customer Group Hierarchy
Customize your Customer Group Hierarchy structure. Learn how to add and organize customer group levels to match your planning needs.
Navigate to the Customer Group Hierarchy page
Go to the navigation sidebar.
Click on "Settings" menu item.
Click on "Master Data" menu item.
Click on "Customer Group Hierarchy".
Update the name of the initial lowest level
Click on the name of a level.
This will turn the text into an input box where you can update the name.
Make your update.
To save your update, simply click outside of the hierarchy-level rectangle you're updating.
Adding your first new level
When you're first creating a hierarchy, you will be provided the initial lowest level. When you want to add a new level, you'll be able to add a parent to this initial lowest level.
There are two ways to add a level in your hierarchy:
Really easy
Click into the "Add new level" rectangle and begin typing the name of the level.
Easy
On the level you want to add a level above, click on the ellipsis button on the right of the hierarchy level rectangle.
Click on "Add level above".
Note that once you have three or more levels there is an additional action you can take on any level that isn't the lowest level or the top most level. You can add a level below or above.
Deleting a level
You can only delete the top most level in the hierarchy. You do this by clicking on the delete icon (trashcan) on the right-hand side of the level.
When adding or deleting rows, any customer groups you have set up will be affected. If you have any questions relating to the impact of adding or deleting hierarchy levels once you have all your customer groups in place, then contact Claret support to talk through your requirement
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