Understanding Assigning Customers and Items to Groups

Before you use basic preferences, you must perform some setup tasks to customize preference for the specific business requirements. As the business grows and changes, you perform the same tasks to further customize preferences.

To save time while defining basic preferences, you can assign a customer or an item to a group. You can then define preferences once for a group rather than many times for several customer or items. For example, you can group all customers with the same payment terms. Then, when you create a payment terms preference, you can define one preference for the group.