Customer Group Master [HQ]
The Customer Group Master screen allows you to define various customer types. Businesses typically categorize their customers in different ways, such as regular customers, special customers, occasional customers, and VIP customers, among others.
Here’s how to create a Customer Type Master:
To set up a customer type master:
Go to MDM > Contact Master Management > Customer Group Master.
Press the Add button. The Customer Group Master Add screen will appear.
Click the + icon to right of the group name (as shown in the image below). This will take you to the account types screen.
Please refer to the sample data and image provided below.
Account Type - Input the name of the customer group you wish to create.
Parent Account Type - Hit enter and choose the Parent account type as CUSTOMERS.
Hide ledger details in Financial Statements - Choose Yes or No according to your preference (this is optional).
Show in Financial Statements at row - Specify the row number where this sub-ledger will appear in the FY statement (this is also optional).
Click the Save button to finalize creation.
Once you save the account type, a popup will appear.
After the account type has been created, open a new screen to add a Customer Group by clicking the Add button, as illustrated in the first image.
Group Name: Press the Space Bar in the designated box and choose the appropriate Account type you have created.
Group Credit Limit: Input the Credit Limit if necessary; otherwise, enter 0.
Group Discount %: Enter the Discount % if needed; otherwise, put 0.
Ask OTP for Group Discount: Select Yes or No according to your requirements.
Click Save. A message will appear stating "Customer Group Master Data saved successfully."
After saving, refresh the Customer Group Master page and click the Send to Outlet option once everything is completed to transfer the created information to the outlet.
To modify the Group Credit Limit, Group Discount percentage, or request an OTP for Group Discount, click the edit button displayed on the screen, make the necessary adjustments, then save your changes.
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