How do I delete a customer group?
If you are no longer using a customer group, you are able to delete the customer group.
-
Find the group, and click the 'Delete' link.
-
Any customers who are members of that group will be moved to your 'All Customers' group. When deleting a group, Vend will check for any Pricebooks linked to that customer group. If there are any, you'll need to confirm you are happy for those to be deleted. If you are, click the 'Delete' button.
Related Articles
Customer Types
About Customer Types Customer Types can be used to group sales reporting by the types of customers you sell to. Every customer that is created can be given a type (i.e. Retail v.s. Wholesale vs Corporate etc.). They can also be used to cover anything ...Customer Groups
Customers can be assigned to groups in Vend. This is useful for Price Books and reporting. Customer groups can be imported via CSV by specifying the customer group name under the column heading customer _ group _ name. They can also be created within ...Customer Management capabilities
Vend has Customer Management functionality available. Functionality includes: Linking sales to a customer account To do this, type the customer name into the 'Customer' field in the current sale screen. You will see the customer name appear. You may ...Add New Customer
The Add Customer page enables you to add a new customer. You can also import customers into Unleashed. Points to Note Ensure that each customer code is unique. Avoid using '0' or '00' at the beginning of your Customer Codes. The customer currency ...How do I delete a Transaction?
You can delete a transaction on the page by clicking the red delete button. You can remove lines by clicking on the trash icon.