# Setup Retail Customer Groups
**YouTube:** [How to Set Up Retail Customer Groups?](https://youtu.be/xcQQwaQTLM4)
## How to Set Up Retail Customer Groups?
In this tutorial, you will learn how to **create, manage, and utilize Retail Customer Groups** in Logic ERP.\
This feature helps you **organize customers, apply group-wise discounts, and analyze performance effectively**.
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### Open Retail Customer Group Setup
**To begin:**
* Go to the **Main Menu**.
* Open the **Setup Module**.
* Navigate to **Customer Database**.
* Click on **Setup Retail Customer Groups**.
* This window allows you to **create and manage customer group structures**.
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### Customize Group Structure
* Right-click on any group.
* Select **Rename** to modify the group caption as required.
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### Create Retail Customer Groups
* Select the desired group level.
* Click **Refresh**.
* Enter the **Group Name(s)**.
* Click **Save**.
**Result:** New customer groups will appear in the **group tree structure**.
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### Assign Customers to Groups
You can assign customers in two ways:
**Method 1: Allocate from Group Tree**
* Right-click on the desired group.
* Select **Allocate Items**.
* Choose multiple **Retail Customers**.
* Assign them to the group.
**Method 2: Assign During Customer Creation**
* Go to **Setup Retail Customer**.
* Create a **New Customer**.
**Assign Group:**
* In **Retail Customer Groups**, press **Spacebar** at the desired level.
* Save the details.
Customer is now linked to the selected group.
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### Define Group-Wise Discount Defaults
You can apply **default discounts** based on customer groups.
**Steps:**
* Open **Setup Retail Customer + Group Brand Wise Discount**.
* Apply **Customer Filter**.
* Select the required **Retail Customer Group**.
* The system will display all customers under that group.
**Define Discount:**
* Enter **Date Range**
* Apply discount in:
* **CD (Cash Discount)**
* **TD (Trade Discount)**
* Click **Save**
Discounts will be automatically applied for that group.
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### Analyze Group Performance
To review sales performance:
* Navigate to **Reports Section**.
* Open **Retail Customer Wise Sales Analysis Report**.
**Apply Group Filter**
* Use **Customer Database Filter**.
* Select the desired **Retail Customer Group**.
* Generate the report.
**Report Insights**
The report displays:
* Sales data for **selected customer group**
* Performance comparison within group
Helps in **targeted analysis and decision-making**.
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### Key Benefits of Retail Customer Groups
* Organize customers efficiently
* Apply group-wise discount strategies
* Simplify bulk customer management
* Analyze group-level performance
* Improve targeted marketing efforts
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### Final Outcome
You have successfully learned how to:
* Create **Retail Customer Groups**
* Assign customers to groups
* Apply **Group-Based Discounts**
* Analyze performance using reports
Your system is now optimized for **better customer segmentation and sales strategy**.
