The Customer Group Profile Page provides a complete view of each customer group’s details, including aggregated transactions and group-related activity. It is divided into tabs such as Details, Sales Orders, Receivables, and Credits.

Purpose:

• Provide a centralized view of all customer group-related information
• Monitor group-level transactions, balances, and payment activity
• Track sales performance and outstanding receivables across customers in the group
• Analyze overall group activity and financial standing

Customer Group Profile Tabs:

Below the header are multiple tabs for navigating customer group-related data:

📃 Details Tab

Use this tab to view and manage the customer group’s basic information and settings, such as the group name and the customers included in the group.

1. Open a customer group record.
2. Navigate to the Details tab.
3. View or Update the customer group’s information.

📃 Sales Orders Tab

Provides a detailed list of all sales orders associated with customers under the selected customer group, including order status, quantities, and total amounts. Useful for tracking group-level sales performance and order activity.

1. Navigate to the Customer Groups tab.
2. View the list of sales orders linked to the customer group
3. You can filter or sort the orders to display specific records.
4. Click the order code to open full details. You will be directed to the specific Sales Order page, where you can review or take further actions.

💰 Receivables Tab

Provides a summary of outstanding balances for customers within the selected customer group. Useful for monitoring unpaid transactions and tracking receivables at a group level.

1. Navigate to the Receivables tab.
2. View all sales orders with remaining balances linked to the customer group.
3. Click the order code to open full details. You will be directed to the specific Sales Order page, where you can review or take further actions.

💳 Credits Tab

Provides a list of credit transactions for customers within the selected customer group, including amounts and balances. Useful for tracking credit usage and monitoring available credits.

1. Navigate to the Credits tab.
2. Review the list of credit records, including date, reference, amount, resulting quantity, and created by.
3. Click the reference number to open full details. You will be directed to the specific Sales Order or Collection record, where you can review or take further actions.

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💰 Receivables Tab