Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Customer Groups screen can be used to group two or more customers together and assign them to Special Pricing, Contracts, Buybacks or Quotes.

Field Description

Expand
titleClick here to view the field list

Group Name - Enter the unique identifier for the customer group you wish to create.

Description - Enter a brief description of the Group Name.

Customer Groups grid area - The grid area will list down all the customers included in the group as well as

Customer No - Click the combo box button then select the customer that belongs to this group. The combo box list will show all the active customers only.

Name - This is a read-only field which will display the Customer Name of the selected Customer No.

Special Pricing - Check this if the customer will belong to this subgroup.

Contracts - Check this if the customer will belong to this subgroup.

Buyback - Check this if the customer will belong to this subgroup.

Quotes - Check this if the customer will belong to this subgroup.

...