Groups

Traders can be allocated to groups created in Set-up > User-Defined Groups > Traders tab.

Adding a Trader to the Traders Group

1. In the Set-up menu, click Traders.
2. Click Browse, then browse for the trader you want to add to your group.

   Note: Pay attention to the Trader Types selected. For instance, you must select Customers to browse for Customers (type S traders), or Suppliers to browse for suppliers (type P traders).

3. Click Settings, then Groups.
4. Select the groups to which you want to assign the trader.
5. Click Set groups.

See Also