Adding, Modifying, and Deleting Customer Groups

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About Accounts Receivable Customers

About National Accounts

A/R Customer Groups Screen

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:

  1. Open Accounts Receivable > A/R Customers > Customer Groups.

  2. Click Create New.
  3. In the Group Code field, type the code for the new customer group, and then press the Tab key.
  4. Fill in the fields on the Customer Groups screen.
  5. Click Add to add the new group.
  6. To add another record, repeat steps 2 through 5.

To edit a customer group record:

  1. Open Accounts Receivable > A/R Customers > Customer Groups.

  2. In the Group Code field, specify the code for the customer group you want to edit.
  3. Make the changes you need in the record.
  4. When finished, click Save to record your changes.

To delete a customer group record:

  1. Open Accounts Receivable > A/R Customers > Customer Groups.

  2. In the Group Code field, specify the code for the customer group you want to delete.
  3. Click the Delete button.
  4. If a message appears asking you to confirm the deletion, click Yes.