Grouping is one of the easiest ways to create an organized structure. 🗄️
If you were to group your customers, what would your groups be?
Add a Business Partner Group
You can create a group with the "Add" button.
You can define your group with the Code, Description, and Business Partner Tag fields.
In the Business Partner Tag field, you can specify whether your group is a "Customer" or "Supplier."
Edit a Business Partner Group
You can update the information of an existing business partner group using the "Edit" button in the "Actions" section.
Delete a Business Partner Group
You can remove a business partner group.
Do you need more help? By contacting Fiona through the chat, you can get expert support.