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Customer groups

Customer groups classify your customers for reporting and, more importantly, let you configure a set of defaults that are applied automatically whenever a customer belonging to the group is created. Instead of setting the same Payment term or Sales tax group on every individual customer, assign the group once and let it supply the default.

Creating a Customer group​

Navigate to Accounts receivable > Setup > Customer groups.

Select New and define:

  • Code: A short, unique identifier (e.g. RETAIL, WHOLESALE). Cannot be changed after the group is created.
  • Description: A clear explanation of the group's purpose.
  • Payment term: The default payment term applied to a new customer placed in this group.
  • Sales tax group: The default sales tax group applied to a new customer placed in this group.
  • Account number sequence: An optional number sequence that overrides the module-wide default used to generate a customer's account number.
Defaults, not enforcement

Assigning a Customer group only pre-fills the Payment term and Sales tax group when you first select the group on a customer record - and only into fields that are still empty. Changing a field manually afterwards, on either the customer or the group, does not retroactively update the other. The Account number sequence override applies once, at the moment the customer's account number is generated, and cannot be changed for an existing customer afterwards.

Assigning a customer to a group​

On the customer's New or Edit form, select the Customer group field. If the group has a Payment term or Sales tax group configured, those fields are filled in automatically, provided they are not already set.

Referencing a Customer group in a Customer posting profile​

A Customer posting profile's setup line can target Group as its Account code, posting a specific summary account for every customer that belongs to a given group, rather than one line per individual customer or one blanket line for all of them.

Deleting a Customer group​

A Customer group cannot be deleted while any customer is still assigned to it. Reassign or remove the referencing customers first, then retry the deletion.