Lookup - Customer Group

Customer Group

Customer Group is an aggregation of customers that are similar in some way. Customer Group allow you to organize your customers. Typically Customers are grouped by market segment based on the domain in which a business operates. It is used in Customer Database.

Create a Customer Group

1. On the left menu, choose Setting > Lookup > Customer Group. Click on New button on the top right of the page.

Add a Customer Group

2. Enter the information, choose Save Changes to save the record.

Column Description
Name The name of the Customer Group.
Seq Set the sequence of the Customer Group listing. When showing in the dropdown option the Customer Group record will be listing based on the sequence value in ascending.
This is default selected Only 1 record can be set as default selected. When showing the Customer Group listing in dropdown option, the record which has been set as default selected will be auto selected as the default option value.

Edit a Customer Group

1. Choose the blue color edit button of the record you want to update from the Customer Group Listing.

Edit a Customer Group

2. The detail information of the Customer Group record will be shown. Make modification and choose button Save Changes.

Delete a Customer Group

1. Choose the red color delete button of the record you want to delete from the Customer Group Listing.

Delete a Customer Group

2. On the popup confirmation message box, choose Confirm to proceed delete the record.

Delete a Customer Group Confirmation

Next topic: Adjustment Reason
Previous topic: Template - Save Changes


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