Customer Group
A customer group sorts customers (local, export, government, staff) and carries the rules every customer of the group must meet: which registrations it needs, and which details each of its addresses must hold.
What it is for
Every customer has one group. The group is a criteria on most customer lists and reports, it fills the customer's first payment term and payment method, and it enforces the registrations you require.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Customer Group | The group's code | Required. Must be unique |
| Name | The group's name | Required |
| Is Patient Type | The group is for hospital patients | Used by the hospital product only |
| Block | The group can no longer be picked | Tick to retire it |
Payment
| Field | What it means | What to put |
|---|---|---|
| Payment Term | The term new customers of the group start with | Copied to the customer when the group is picked on Customer In Legal Entity |
| Payment Method | The method new customers of the group start with | Copied the same way |
| Tax Zone | A tax zone for the group | Stored only. It is not copied to the customer; set Tax Zone on the customer |
Registration Required
One line per registration a customer of this group must have, by customer category.
| Column | What it means |
|---|---|
| Registration Authority | Who issues it, such as the tax authority or the national ID authority |
| Registration Group | The kind of registration, such as a tax number or national ID |
| Customer Category | Person or organisation. The rule applies only to customers of that category |
A customer of this group and category cannot be saved without a matching line on its Registration tab.
Required Address Type
| Field | What it means |
|---|---|
| Required Person, Required Mobile, Required Phone, Required Email | Every address line of a customer of this group must have that detail |
How to configure it
- Keep few groups. Every list and report can use the group as a criteria, so groups that mean something to finance pay off.
- Required Pricing Group: the system can require a pricing group on every customer of a group, but this tick is not placed on the screen as delivered, so it cannot be set here.
Scenarios
- Registered businesses must give their tax number, individuals their national ID. Two lines on Registration Required: the tax number for the organisation category, the national ID for the person category.
- Deliveries need a phone number at every address. Tick Required Phone.
What it is connected to
- Customer In Legal Entity takes the group's payment term and method and applies its registration and address rules on save.
- Lists and reports use the group as a criteria.
If something looks wrong
- "Customer Group can not be empty" or "Name can not be empty". Fill both.
- "Customer Group already exists". Use another code.
- A customer cannot be saved for a missing registration. The rule comes from this screen. Add the registration on the customer, or remove the line here.