Customer Groups

Customer Groups

A Customer Group is a category — Wholesale, Retail, Online, Government, Reseller. Use Customer Groups to:

• Apply different default prices per group (via Price Lists)
• Apply different default credit limits, payment terms, tax handling
• Filter reports and sales analyses by group
• Restrict salespeople to specific groups

Where to manage them

Customer Group in the Awesome Bar → list view. ERPNext seeds a few defaults (All Customer Groups, Individual, Commercial); you create your own structure.

Create a new Customer Group

Customer Group → New:

Tree structure

Customer Groups form a tree. Common shape:

All Customer Groups (root)
   Commercial
       Wholesale
       Retail
       Government
   Individual
       Members
       Prospects
   Reseller
       Tier 1
       Tier 2

A Customer is assigned to exactly one leaf. Reports can roll up the tree — "show me all Commercial revenue" sums everything under Commercial.

Default inheritance

When you add a Customer, fields inherit from their Customer Group:

• Default Price List
• Default Payment Terms
• Default Credit Limit

The Customer's own fields override the group if set.

Using Customer Groups in reports

Most sales reports can be filtered or grouped by Customer Group. Useful for:

• "Wholesale vs Retail revenue this quarter"
• "Which group is growing fastest"
• "Average order value per group"

Common situations

• Pricing tiers — three groups (Bronze/Silver/Gold) each linked to a different Price List
• Government customer — own Customer Group with different Payment Terms (typically 60+ days)
• Resellers vs end customers — separate groups; resellers might get discount pricing automatically
• Migration from another system — start with one default group, refine later

Renaming and merging

You can rename a Customer Group freely — existing customers follow. Merging two groups: change all customers in Group A to Group B, then disable A.