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.

  • Before adding customer groups, you must create records for the account sets, terms codes, billing cycles, interest profiles, salespersons, and optional fields you plan to assign to the customer groups.
  • Before you can edit statistics for a customer group, you must select the Allow Edit Of (customer) Statistics option on the A/R Options screen.

    Note: The Statistics tab appears only after you have added the record.

  • Before you delete a customer group that includes customers and national accounts, you must:
    1. Add a customer group with the code you want to use.
    2. Reassign the customer records and national accounts in the group to other groups, or delete the customer and national account records.
    3. Enter the group statistics in the record for the new group.

To add a customer group:

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

  2. Click the New New button button beside the Group Code field.
  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.

    Tip: To add a customer group that uses information from another customer group, display the record for the group you want to copy, type the new customer group code in the Group Code field, and then press the Tab key.

To edit a customer group record:

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

  2. In the Group Code field, type the code for the customer group you want to edit, select it from the Finder, or use the navigation buttons to display the code you need.
  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, type the code for the customer group you want to delete, select it from the Finder, or use the navigation buttons to display the code you need.
  3. Click the Delete button.
  4. If a message appears asking you to confirm the deletion, click Yes.
  • 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 (or use macros to update them all).