Introduction/Purpose: 

A customer group categorises clients who have similar needs, making management and analysis easier. It enables personalised offerings, targeted marketing, and insights on behavioural and preference patterns.

How To Navigate: 

The navigation includes the following steps for viewing the customer group in the Financial Accounting

• Click on the master tab: The master can be accessed by clicking on the master tab on the side menu.

• Click on customer group:  The customer group can be accessed by clicking it from the contacts section.

Listing:

A customer group listing in a Financial Accounting system is a feature that provides a view of customer groups.

• Users can view the following information on the customer group listing page
  • Name 
  • Remark 
  • Attachments
  • Approval status

User can perform the following actions 

• Add New: The “Add new” function allows you to create and add a customer group to the system. 

• Delete: The “Delete” function enables users to remove or delete existing entries or records from the system. 

• Hide/Show columns: The “Show/hide columns” function allows users to customise the display of columns in a table or list view. 

• Export: The “Export” function allows users to export data or reports from the system into various file formats.

• Search: The “Search” function allows users to search for specific records or information within the system.

• Show all listing records: The “Show all listing” function is to display and update a list or collection of customer groups within a system or interface.

• Clear cache: The “Clear cache” function to the process of deleting temporary files, data, or stored information that is stored in a cache.

• Print records: The “Print records” function allows users to print content by opening a print dialogue or displaying a preview of the content to be printed.

• Filters: The “Filter” function allows users to refine or narrow down the data displayed based on specific criteria or conditions.

Recording & Update:

Add New Customer Group: 

• Name: The “Name” refers to the name or title of the customer group. It is a unique identifier for the group and helps in distinguishing it from other customer groups within the system. 

• Remark: The “Remark” refers to additional comments, notes, or descriptions related to the customer group. 

• Status: The “Status” refers to the current state or condition of the customer group. 

Users can perform the following actions 

• Submit: The “Submit” function allows the user to submit the required information while creating a new customer group.

• Discard: The “Discard” function allows the user to cancel the submission of information provided at the time of creating a new customer group.