Customer groups have been renamed Parent companies to better highlight their intended use, and we're excited to announce that they also now have far more powerful functionality!

What’s new with Parent Companies?

Parent Companies come with several enhancements:

• Multiple contacts: Add and manage multiple individual contacts for each parent company
• Multiple phone numbers and email addresses: Assign multiple phone numbers and email addresses to each parent company
• Payment management: Add payments to Parent companies and apply them directly to child customer invoices
• Parent company statements: Generate customer statements at the parent company level for better financial oversight (thanks for the suggestion Breww community!)
• Credit limits: Set credit limits not only for child customers but also for parent companies themselves (thanks for the suggestion Breww community!)
• Order blocking: You can now block orders for all customers under a parent company
• Task management: You can now assign tasks and record activities on parent companies (thanks for the suggestion Breww community!)
• Sales visits: Parent companies can now be added to sales visits

Breaking API Changes

As part of these updates, there are breaking changes to the API that you should be aware of:

• The customer-groups endpoint has been removed.
• Parent Companies are now found in the customers-suppliers endpoint.
• If you've stored an old Customer group ID, you can find the new corresponding Parent company by querying the parent_company_data -> old_customer_group_id field on the Parent company.

If your integration relied on the old customer-groups endpoint, you’ll need to update your API usage to ensure continued functionality.