đ ď¸ Plan Availability: Available on the Auxo Workshop Pro plan and above
Why use Customer & Supplier Groups?
Grouping your contacts helps you:
Apply group-based discounts to customers
Set default labour rates for customer groups
Improve reporting and segmentation
Perform bulk actions more efficiently
This is especially useful for workshops managing trade accounts, fleet customers, or supplier types.
Where to Set Up Groups
To manage your customer and supplier groups:
Go to the left side menu â Settings â System Configuration
Click the Categories tab
Youâll see three expandable sections:
Parts Categories
Customer Groups
Supplier Groups
In the screenshot below, you will see the Categories setup page with the Customer Groups and Supplier Groups sections expanded:
đŚ Looking for help with Parts Categories? See the separate article Setup - Parts Categories here.
đĽ Customer Groups
View and Manage Customer Groups
Expand the Customer Groups section
Youâll see a list with columns:
Name
Description
Global Discount (%)
A â icon next to the default group (e.g. âRetail Customersâ)
âď¸ Edit a Customer Group
Click the edit icon (pen) next to a group to open the Edit Customer Group screen. You can update:
Name
Description
Global Discount % â automatically applied to jobs/estimates for customers in this group
Default Labour Rate â pre-filled on new jobs/estimates (can be changed per job)
Mark as Default toggle â makes this group the default for new customers
đ Note: You can also set specific Global Discounts directly to an individual customer that will over-ride the Customer Group discount. Read more in the How to Edit Customer Details article here.
â Create a New Customer Group
Click the New Group button in the Customer Groups section.
Youâll see the same fields as the Edit screen.
đď¸ Delete a Customer Group
Click the delete icon (rubbish bin) next to a group.
If customers are linked to the group, youâll be prompted to reassign them to another group before deletion.
đ˘ Supplier Groups
View and Manage Supplier Groups
Expand the Supplier Groups section
Youâll see a list with columns:
Name
Description
A â icon next to the default group (e.g. âParts Supplierâ)
âď¸ Edit a Supplier Group
Click the edit icon (pen) next to a group to open the Edit Supplier Group screen. You can update:
Name
Description
Mark as Default toggle â makes this group the default for new suppliers
đ§ Supplier groups do not include discount or labour rate fields.
â Create a New Supplier Group
Click the New Group button in the Supplier Groups section.
Youâll see the same fields as the Edit screen.
đď¸ Delete a Supplier Group
Click the delete icon (rubbish bin) next to a group.
If suppliers are linked to the group, youâll be prompted to reassign them to another group before deletion.
Default Groups
The following groups will exist in Auxo Workshop initially, both set as the 'default' groups (meaning New Customers and Suppliers will have these respective groups assigned to them by default):
Customer Group: âRetail Customersâ
Supplier Group: âParts Suppliersâ
You can edit or delete these as needed.
â ď¸Important: At least one group and one default is required for both customers and suppliers.
Assigning Contacts to Groups
âď¸ Edit Individual Customers or Suppliers
Go to Contacts â Customers or Suppliers
Open the edit screen for a contact
Use the Group dropdown to assign them to a group
If this is a 'Customer' the global discount applicable to this group will show in brackets beside the Customer Group name.
Alternatively, use the bulk assign feature mentioned below
đ Only one group can be assigned per contact.
Bulk Group Management
đ Display Group Column
On the Customer List or Supplier List, click Edit Columns
Add the Group column to view group assignments
⥠Bulk Assign or Remove Groups
Tick multiple contacts in the list
Click Manage Groups at the top
In the Manage Groups screen:
Click a group button to assign selected contacts
Click Remove Current Group to unassign them
