Difference between revisions of "Client Groups"
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| − | Client Groups allow you to group various clients together and quickly identify them at a glance. | + | Client Groups allow you to group various clients together and quickly identify them at a glance. To create a group navigate to '''Setup > Client Groups''' and fill in the details under the ''Add Client Groups'' heading. |
| − | *You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns | + | *You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns (for example to highlight important customers) |
*You can assign a Group Discount that will apply to all future orders & invoices for those clients | *You can assign a Group Discount that will apply to all future orders & invoices for those clients | ||
*You can set the group to be exempt from suspensions or terminations | *You can set the group to be exempt from suspensions or terminations | ||
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Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use. | Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use. | ||
| − | Clients can be assigned & changed to other groups from the | + | Clients can be assigned & changed to other groups from the client's Profile area. |
| + | |||
| + | ==Domain Pricing Slabs== | ||
| + | Domain Pricing Slabs enable you to specify different prices for clients within a client group. For example you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature, it could even be used to give a single customer custom pricing. | ||
| + | If a TLD doesn't have a custom price specified the client will be charged the default base slab pricing. | ||
| + | |||
| + | ===Creating a Slab=== | ||
| + | #Begin by creating a client group as described above, | ||
| + | #Next navigate to Setup > Domain Pricing and click ''Open Pricing'' next to the first TLD for which you want to set custom pricing, | ||
| + | #Select the group name from the ''Pricing Slab for'' dropdown menu, | ||
| + | #Click Activate Pricing Slab and OK, | ||
| + | #Enter the custom pricing for | ||
Revision as of 14:44, 14 October 2011
Client Groups allow you to group various clients together and quickly identify them at a glance. To create a group navigate to Setup > Client Groups and fill in the details under the Add Client Groups heading.
- You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns (for example to highlight important customers)
- You can assign a Group Discount that will apply to all future orders & invoices for those clients
- You can set the group to be exempt from suspensions or terminations
- The Separate Invoices feature can be specified for an entire group
Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use.
Clients can be assigned & changed to other groups from the client's Profile area.
Domain Pricing Slabs
Domain Pricing Slabs enable you to specify different prices for clients within a client group. For example you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature, it could even be used to give a single customer custom pricing. If a TLD doesn't have a custom price specified the client will be charged the default base slab pricing.
Creating a Slab
- Begin by creating a client group as described above,
- Next navigate to Setup > Domain Pricing and click Open Pricing next to the first TLD for which you want to set custom pricing,
- Select the group name from the Pricing Slab for dropdown menu,
- Click Activate Pricing Slab and OK,
- Enter the custom pricing for