Articles on: My account

Add, edit or delete a group of customers

Add a group


Add a group Manually


In the "Clients" menu in your back office, click on "Manage groups" and then click on "Add a group".



Once your group has been added, you can then assign it to customers by simply clicking on the "+" button in the Group column for the customer or customers affected, or directly on their customer record by clicking on "Edit".


If your ERP is connected to AZEOO, all the products (defined on your ERP) assigned to your customers are synchronised on your AZEOO account.


To do this, you need to integrate the groups automatically :


Add a group automatically (if ERP is connected)


In the "Clients" menu in your back office, click on "Manage groups" and then click on "Add a group". In the "Type of connection" section, select "Automatic", then select the products (group) from your ERP that you want.


Edit a group


From the backoffice, in the "Clients" tab, click on the "Manage groups" button, then click on the pencil icon in front of the group to edit.



Editing a group simply allows you to change the name.


Delete a group


From the backoffice, in the "Clients" tab, click on the "Manage Groups" button, then click on the trash can icon in front of the group to be deleted.



Deleting a group of customers does not in any way delete the customers themselves on your AZEOO account.

Updated on: 23/01/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!