Adding, Modifying, and Deleting Customer Groups
You must add at least one customer group before you can add customer
records or national accounts.
Note: Most changes you
make to an existing customer group record affect only new customer and
national account records created and added to the group after you save your changes. For more information, see About Customer Groups.
To add a customer group:
-
Open Accounts Receivable > A/R Customers > Customer Groups.
- Click Create New.
- In the Group Code field, type the code for the new customer group, and then press the Tab key.
- Fill in the fields on the Customer Groups screen.
- Click Add to add the new group.
- To add another
record, repeat steps 2 through
5.
To edit a customer group record:
-
Open Accounts Receivable > A/R Customers > Customer Groups.
- In the Group Code field,
specify the code for the
customer group you want to edit.
- Make the changes you need
in the record.
- When finished, click Save
to record your changes.
To delete a customer group record:
-
Open Accounts Receivable > A/R Customers > Customer Groups.
- In the Group Code field,
specify the code for the
customer group you want to delete.
- Click the Delete button.
- If
a message appears asking you to confirm the deletion,
click Yes.
After modifying customer group records
- Print the Customer Groups
report that contains the type of information you changed. Check the
information, and then save the report for your files.
- Update the customer and national account records assigned to the group, as
needed. For example, if you specified a new terms code for the customer group
and you want to use the terms with all the group’s customers, you must
edit each existing customer record to enter the change.