# Group Management Procedure

# Description

This document outlines the procedures for managing groups and sub-groups within the Customer Management module.

# Add a Main Group

1. Access Group Management

• Navigate to the Group Management section in the Customer Management module.

2. Initiate Main Category Addition

• Click on the icon next to the "Groups" title in the menu list.

3. Enter Group Information

• Fill in the required fields, including:
  • Name
  • Description

4. Finalize Group Creation

• Click the "Create" button to complete the process.

# Add a Sub-group

1. Select Main Group

• Choose the main group from the menu list.

2. Initiate Sub-group Addition

• Click the "Add Sub-group" button.

3. Enter Sub-group Information

• Fill in the required fields, including:
  • Name
  • Description

4. Finalize Sub-group Creation

• Click the "Create" button to complete the process.

# Assign Customers to a Group

1. Select Main Group

• Choose the main group from the menu list.

2. Navigate to Customer Tab

• Click on the "Customer" tab.

3. Initiate Customer Assignment

• Click the "Assign Customer" button.

4. Search for Customers

• Search for and select customers by name.

5. Finalize Customer Assignment

• Click the "Add" button to complete the assignment.

# View Groups and Sub-groups

1. Expand Groups

• Click the (+) button at the beginning of each group in the menu to quickly drop down the sub-groups.

2. View Group/Sub-group List

• Select each group or sub-group in the menu list to display the corresponding list on the right side.

3. Delete Sub-groups (if necessary)

• Check the checkbox of each sub-group you wish to delete and click the "Delete" button.

4. Delete Main Group (if necessary)

• Click the "Delete" button under the main group title to delete the main group. Note: A main group can only be deleted if all associated sub-groups have been deleted.

# Conclusion

This document provides a structured approach for managing groups and sub-groups within the Customer Management module, ensuring effective organization and assignment of customers.

# Screen flow

# Add a Main Category

# Add a Sub-group

# Assign Customers to a Group