# How To: Outlet Groups

_By Brandon Munn · Oct 14, 2024_

**Outlet Groups** allow you to link **Outlets** to a head office for pricing and invoicing purposes.

Click **Create Outlet Group**.

As with individual **Outlets** , mandatory fields will be marked with an asterisk (\*). These will need to be filled out before proceeding to the next card.

The first card is **Add Group Details**.

-   \* **Group Name** - This is the name of the head office
    
-   **Contact Details** - Enter the email address, postal address, and telephone number for the head office.
    
-   **Product Requirements** \- This is an open text field for notes regarding if there are any restrictions or requirements of products. This toggle is used to dictate where these notes come from.
    

![](https://vault.featureos.app/uploads/attachment/upload/2d1d75ae3b03305d90d89684ad301f1d.png)

When you have entered this information, click **Next Step** in the bottom right.

The next step is to **Add Invoicing Details**.

-   **Send Invoices to Individual Outlet** - If **Yes** is selected, invoices and credits will be sent to the individual **Outlet** that placed the order. You will still need to set up the individual outlets invoicing details within the finance tab of the outlet.
    
-   **Email Invoices** - If you wish these invoices to be sent via email to the head office, select **Yes**. 
    
-   (\*) **Invoice Email Address** - This field is only mandatory if **Email Invoices** is set to **Yes**.
    
-   **Multiple Invoices Sending Settings -** Chose how this customer would like their documents are grouped if sending multiple at once
    
-   **Credit Terms & Credit Limit** \- You can set up a group credit term or credit limit, this will take in account all invoices that are sent against this group for all outlets associated.
    

_Please note that if_ **_Yes_** _is selected for both of these options, the invoice will be sent to both the individual_ **_Outlet_** _and the head office._

When ready, click **Finish**. You can now go into individual **Outlets** and assign them to their Outlet Group. To do so click into the **Settings** tab of an outlet, click **Edit** and assign the **Outlet Group**.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-outlet-groups)