Customer Group Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Customer Group Maintenance

Purpose

Define customer groups.

Overview

Use Customer Group Maintenance to group customers together, typically for sales reporting and analysis. Customers are assigned to customer groups in Customer Maintenance.

Note You can filter by customer group in Customer Analysis.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Group Maintenance window.
New	Click this button to create a new customer group.
Update	Click this button to edit the selected customer group.
Delete	Click this button to delete the selected customer group.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer group.
Prev	Click this button to display the previous customer group.
Next	Click this button to display the next customer group.
Last	Click this button to display the last customer group.

Fields and Buttons

Field or Button	Description
Group ID	Enter a customer group ID, or click the Lookup button to select a customer group ID.

Main Tab Fields and Buttons

Field or Button	Description
Description	Enter a description of the customer group.