Customer Category Wise sales bill

Customer Category Wise sales bill

The customer category-wise sales bill is to categorize sales bills by customer type in Gofrugal ManageEasy for better tracking and analysis of buying patterns. It helps you optimize inventory, plan better promotions, and improve customer service.

To create a customer category

1. Navigate to Master > Customer Category.

There are some default customer categories that are already available. These default categories can be mapped to the customer in the customer master.

 

2. To create a new category, click F3, type the name of the category, set the bill serial by pressing enter and selecting from the list (To create bill serial from serial code configuration from Tools > Options > Common settings), and click F6 to save.

To map a customer to a category

1. Navigate to Master > Customer Master > click F4 to modify the customer.

2. In the Cust. Cat field, select the required category and click F6 to save.

 

To make a customer category-wise sales bill

4. Navigate to Inventory > Customer- Category wise sales bill > Select the category you wish to mark for sales bills.

  1. You can see the sales bill is made based on customer category wise and saved.

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