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How do I update an order / quote if a customer has been changed from “retail” to “wholesale”?



This article requires the Customer Groups addon from the Neto addon store.
  1. You can easily change the customer group from within the order or customer card. From the Neto dashboard, navigate to Sales Orders > View Orders and search for the order number or customer. Then click on the order you wish to edit.

  2. Click the little magnifying glass next to the customers name which will provide. In the User Group section and select the correct pricing group from the drop down menu.


  3. Then scroll down to the product list and click on the Recalculate Pricing button.


  4. Save the quote or order.


  • Last Modified: 28/09/2017 Neto Version: 6.9