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[docs] knowledge files and faq
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Customer Group is a category where you specify your customer group type. Your customers can be Individuals or they can be corporate(Company) customers. Your customers could also be government officials or non-profit organisations. ERPNext allows you to create your own Customer Group.
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To create a new Customer Group, go to
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> Selling > Customer Group
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#### Step 1: Click on Add Child
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<br>
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#### Step 2: Name the Customer Group
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The new Customer Group will be added to the Customer Group Tree.
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People who assist you in getting business are termed as Sales Partners. Sales Partners can be represented by different names in ERPNext. You can call them Channel Partner, Distributor, Dealer, Agent, Retailer, Implementation Partner, Reseller etc. Based on the partner's functions and their areas of expertise, you can create your own Sales Partner Names.
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To create a sales partner go to
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> Setup > Sales Partner > New Sales Partner
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To include the name of your Partner on your website, check the "Show in Website" box.
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The person who helps in selling your products or services is called a Sales Person. A Sales Person could be your Sales Manager, Sales Executive, General Manager-Sales, Vice President-Sales etc.
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To create a sales person go to:
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> Setup > Sales Person
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<br>
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Click on "Add Child" to create new sales persons.
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@@ -12,3 +12,6 @@ Territory is a place to signify where your customers come from. If you operate i
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To add more territories to an existing tree, click on "Add Child"
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