---
title: "Customer Groups"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/customer-groups"
updated: "2026-05-15"
---

## Customer Groups

A Customer Group is a category — Wholesale, Retail, Online, Government, Reseller. Use Customer Groups to:

- Apply different default prices per group (via Price Lists)
- Apply different default credit limits, payment terms, tax handling
- Filter reports and sales analyses by group
- Restrict salespeople to specific groups

### Where to manage them

**Customer Group** in the Awesome Bar → list view. ERPNext seeds a few defaults (All Customer Groups, Individual, Commercial); you create your own structure.

### Create a new Customer Group

**Customer Group → New**:

| Field | What |
|---|---|
| **Customer Group Name** | Wholesale, Retail, Government, …|
| **Parent Customer Group** | For tree structure (e.g., "Retail" under "All Customer Groups") |
| **Is Group** | Yes if it will have children; No if it's a leaf for actual customers |
| **Default Price List** | Optional — items priced according to this group |
| **Credit Limits** | Optional — total credit limit for any customer in this group |
| **Payment Terms** | Default terms for this group |

### Tree structure

Customer Groups form a tree. Common shape:

```
All Customer Groups (root)
   Commercial
       Wholesale
       Retail
       Government
   Individual
       Members
       Prospects
   Reseller
       Tier 1
       Tier 2
```

A Customer is assigned to exactly one leaf. Reports can roll up the tree — "show me all Commercial revenue" sums everything under Commercial.

### Default inheritance

When you add a Customer, fields inherit from their Customer Group:
- Default Price List
- Default Payment Terms
- Default Credit Limit

The Customer's own fields override the group if set.

### Using Customer Groups in reports

Most sales reports can be filtered or grouped by Customer Group. Useful for:
- "Wholesale vs Retail revenue this quarter"
- "Which group is growing fastest"
- "Average order value per group"

### Common situations

- **Pricing tiers** — three groups (Bronze/Silver/Gold) each linked to a different Price List
- **Government customer** — own Customer Group with different Payment Terms (typically 60+ days)
- **Resellers vs end customers** — separate groups; resellers might get discount pricing automatically
- **Migration from another system** — start with one default group, refine later

### Renaming and merging

You can rename a Customer Group freely — existing customers follow. Merging two groups: change all customers in Group A to Group B, then disable A.