When you open Group Builder, the following screen displays.
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.