How to assign a customer to a specific group
I’ve received a few questions on how to add a customer to a specific group.
Here is how:
To add an existing customer to a group, bring up the account from the Customer Operations menu and press G to access the G options list and select option 1.
(If your version of flowerSoft does not have a G options list yet, press U to update the record and hit Tab 3 times to get to the account type field and hit Enter)
flowerSoft will then take you to the Group field.
Select a group from the existing groups or if you know it is going to be a new group, just enter the group code.
If you want to get a list of the existing groups, just press the F6 key.
If the group is not on the list, hit X to close the list and enter a new group code.
flowerSoft will ask you if it is a new group, answer “Y”es, enter a name for the group and save the record.
From now on, the customer will be linked to that group.
If you are entering a new customer on the fly, the process is very similar. When you get to the “Group” field, simply enter the group code you want.
That’s all there is to it.