Traders Groups

Defining a Traders Group

Traders groups are used with Auto added lines, and other features, to allow that feature to be used with a group of traders, at the same time.

They are used with Shopping to let you filter what products will be included in your shop, including or excluding products for specified customers or from specified suppliers.

1. In the Set-up menu, click User-defined groups.
2. Click the Traders tab.
3. In the User-defined groups toolbar, click Add. A new line is added to the grid.
4. Below the grid, complete:
   • Description – type a description for the group of traders. This could reflect how you use the group, whether it be for marketing, vouchers or customer relationship management.
   • Web image –
   • Details – extra information about the group.
   • HTTP link –
5. Click Confirm.

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.

Adding Several Traders to a Traders Group

Note: User-defined traders groups are used in Shopping so you can filter a shopping list by a group of customers, or a group of suppliers. When creating groups for this purpose, include only customers or suppliers by using the Trader types filter.

1. From the Set-up menu, click Traders. The Trader card opens.
2. On the Browse tab, search for the traders to which you want to assign a rep. Common ways of limiting your search include:
   • Trader types – Clear All Types and select Customers or Suppliers.
   • Code – type part of a code that will return several traders
   • Postcode – type part of a postcode, such as a postcode area, that will return several traders
   • Account managers – clear All account managers and select a manager from the list
   • Rep managers – clear All rep managers and select a manager from the list
   • Rep – clear All rep names and select a rep from the list
   • Rep – type part, or all, of a rep code
   • Business types – clear All business types and select a business type from the list
3. Click Search. In the List View tab, the traders matching the search parameters are displayed.
4. In the Groups pane, click Use. A list of groups is displayed. Select the groups you want to assign to the traders.
5. Clear the option All below the grid, bottom left.
6. Below the grid, click the Groups and Deals tab.
7. In the List View grid, click and then use extended selection, to select the customers.
8. Click Set groups. A message is displayed asking you to confirm that the selected groups are applied to the number of traders selected. Click Yes to confirm.

The user-defined groups are assigned to the selected traders.

See Also