2. Customer Groups

Optimize sales planning with customer groups. Organize by region, segment or custom categories that align with your unique business requirements.

Customer Group Hierarchy and Customer Groups

OK, now that we’ve set up your Items, we also need to know who you sell them to. So, the next step is to set up your Customer Group Hierarchy. This works in a similar way to your Item Hierarchy, so we’ll go ahead and follow the same steps.

The first thing is to decide how you want to group your customers. This might be by region or segment, or something else that suits how you run your business.

For example, if your customers are distributors then you would have Distributor as the bottom level of your hierarchy, and then you might group these by State and then Division. This would look like this:

And an example customer set up using this might look something like the following:

To build out your Customer Group Hierarchy, go to Claret's Customer Group Hierarchy page.

Further detailed instructions on how to set up your hierarchy can be found here.

Now that you’ve set up your hierarchical structure, you can go ahead and create your customer groups. There are a couple of ways to do this.

  1. File import - we can import all your customer groups for you. To do this, we will need a .csv or .xlsx sheet containing your customer groups. The sheet will again need a column for each level of your hierarchy, with a name and description each time.

Here is an example sheet using our example from above. You can copy this and change the header rows to match the hierarchy you built earlier.

  1. One by one - you can add your Customer Groups and build out your structure using the instructions detailed here.

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