Uses:

The customer group is used in the Petroleum application for:

Special pricing- special pricing can be assigned to a group rather than an indivual customer - this will save you time as you only have to update one group rather than every customer.


The Customer Group screen can be used to group together two or more customers. Open the screen from Sales | Customer Groups menu.


The Customer Group screen can be used to group together two or more customers.

Open the screen from Sales | Customer Groups menu.

The Customer Groups screen can be used to group together two or more customers.

Open the screen from Sales > Customer Group menu.

Field Description

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 and its subgroup.

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 belongs to this subgroup.

Contracts - Check this if the customer belongs to this subgroup.

Buyback - Check this if the customer belongs to this subgroup.

Quote - Check this if the customer belongs to this subgroup.

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