How to add customer to a group?

Problem: How to Add a Customer to a Group in Erply
 

Solution:
 

1. Open Erply Back Office:
   • Log in to your Erply account and access the back office.
      
2. Navigate to the Customer Menu:
   • Click on the "Customers" menu from the main navigation.
   • Use the search bar to find the customer you want to add to a group.
      
3. Edit Customer Details:
   • Once you've located the customer, click on their name to open the customer details page.
      
4. Assign a Group:
   • Find the "Group" field on the customer details page.
   • Select the group you want to assign the customer to from the dropdown list.
   • If the group doesn't exist yet, click "Add New" to create a new group and then assign the customer to it.
      
5. Save Changes:
   • After selecting the group, click the "Save" button to apply the changes.