Group Builder

When you open Group Builder, the following screen displays.

group builder screen

The screen has the following options:

  • Group Drop down - Select the group you want to build.
  • Invoice Start Date - Starting invoice date for group filter.
  • Invoice End Date - Ending invoice date for group filter.
  • Create group by Product Category or Item - Select to build filter based onProduct Category or Item
  • Product Category Drop down - Select Product Category for group filter
  • Item - Enter item number for group filter
  • Test - Clicking test will start process to identify contacts that will be added to the group.  When the process is complete, the number of contacts to be added will display.
  • Create - Adds selected contacts to group based on selected criteria.