Customer Groups

Please refer below document to understand creation process & features of customer group in ERPNext:

1. Customize Fields in Customer Group

  • Allowed Brands: You can impose limitations on brand name selection in customer groups.

  • Select Category: By specifying the categories that will be shown to the user, you can restrict their access to this page by selecting categories here.

  • Access Level: Here you can specify the access level to bet set to this particular customer group.

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