About Customer Groups
You assign customer groups in the ten-character Group field in the text-based (AQ) screen and the Customer Master tab. This user-defined field works with the new customer contracts feature. This field/box lets you assign customers to a specific group. Using this group code, you can run reports and post accounts receivable payments by group. Suppose you have several accounts and department accounts for a large supply dealer. By assigning the master account and department account the same group code, you can ensure that the contracts used for the master account and all department accounts are the same. Once you have assigned group codes to your customers accounts and department accounts, you can use Customer Price Plans to assign customers to as many price plans (contracts) as necessary.
The reports information is stored in the C-INFO file.
In accounts receivable, you can post a check to all accounts in a group. You access the account by group and all invoices for all accounts in that group are available for posting. You can also use this group code when searching for a customer by alias.
Previously, you could view up to 10 departments in the (LA1) screen. Now, you can view up to 70 departments in the (AS) Customer Sales History screen. (You set up General Ledger departments in General Ledger Departments Parameters.)
Suppose you have several accounts and departmental accounts for a large customer. By assigning the master account and departmental account the same group code, you can ensure that the contracts used for the master account and all departmental accounts are the same. Once you have assigned group codes to your customer accounts and departmental accounts, you can go to the Customer Price Plan window and assign customers as many price plans as necessary. This price plan information is stored in the C-DISC file.
You can also view your customers' history information by group in Customer History. In the Customer History Total Sales and Group Sales tabs, check the Sales Rollup By box. You can view history by customer or by group.
Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales.
See also: