Customer Groups Page Overview

The Customer Groups page allows you to monitor and manage multiple customers at once. You can view combined sales orders, receivables, and credits for all customers in a group, helping you track activity and financial standing at a group level instead of individually.

Customer Groups Page

Accessing Customer Groups

1. Go to the Customer Groups page.
2. Select a customer group to open the Customer Group Page.
3. The system displays the group’s basic information and the list of customers included in it.

Customer Group Details

When you open a customer group, the system displays the group’s basic information and the customers assigned to it.

Each customer group includes the following:

• Customer Group Name – The name assigned to the group.
• Customers – The list of customers included in the group.

You can update this information through the Details tab.

Customer Group Tabs

A customer group provides a consolidated view of transactions for all customers included in the group:

• Sales Orders – Displays all sales orders placed by customers in the group.

  Sales Order Tab view