Export Customer Group Information
Introduction
Tagrain allows you to Export customer group information. You can use this feature to know the total number of customer groups that you are dealing with, at a given time. This feature is primarily meant for managers and administrators who are responsible for application management.
Steps to Export Customer Group Information
The steps to export the Customer Group information are listed below:
Step 1. Click the Export button on the Customer Group List View screen
Step 2. Browse to a location where you want to save the customergroup.xls file.
Step 3. Click on the Save As button to save the customergroup.xls file to your desired location.
The customergroup.xls file is a spreadsheet file and can be opened using Microsoft Excel or Google Sheets or any compatible spreadsheet processor.
Manage the Customer Group Information
The steps to export the Customer Group information are listed below:
Step 1. Navigate to the location where the customergroup.xls file is saved.
Step 2. Open the file to view or edit customer group information.
The customergroup.xls file holds the entire Customer Group Master data which can further be utilized for analysis and reporting.
The template has tooltips to assist you in understanding and filling up the sheet
Information Contained in the Excel File
The table below shows the customergroup.xls file headers that are available to manage the Customer Group data.
Name
This field is used to specify the Name for the Customer Group.
Tax Code
This field is used to specify the Tax Code applicable on the Customer Group.
Is Default
This field is used to specify the Customer Group as the default group. All newly created Customers will automatically be grouped under the default Customer Group.
Suggested Reading
How to add Customer Groups in Tagrain?
Related Articles
Export Vendor Group Information
Introduction Tagrain allows you to Export vendor group information. You can use this feature to know the total number of vendor groups that you are dealing with, at a given time. This feature is primarily meant for managers and administrators who are ...Export Product Group Information
Introduction Tagrain allows you to Export vendor group information. You can use this feature to know the total number of product groups that you are dealing with, at a given time. This feature is primarily meant for managers and administrators who ...Export Customer Report in Tagrain
Introduction To view the total number of customers you are dealing with, when managing the Tagrain application, you can make use of the excel based export template. This allows you to view the customer names along with their ID, the customer groups ...Importing and Exporting Customer Information
Introduction Tagrain allows you to Import and Export customer information. You can use this feature to add new customers. Adding a single Customer record in Tagrain is quick and simple. What if you have to add multiple customer records. Adding one ...Export Manufacturer (Brand) Information
Introduction Tagrain allows you to Export Manufacturer (Brand) information. You can use this feature to know the total number of Manufacturers (Brands) that you are dealing with, at a given time. This feature is primarily meant for managers and ...