Create and maintain customer group records. Customer groups define default terms, GL accounts, and pricing settings for their members. The customer group list allows searching by code or name and provides an Add button that opens the detail form to create a new group. The detail form includes a Details tab with a Custom Fields tab also available and supports a dashboard view.
| Customer Group Code |
The unique identifier for this customer group. Required. This field can only be set when creating a new record. |
| Customer Group Name |
The descriptive name for this customer group. Required. |
| Currency Code |
The currency for this customer group. Defaults to the system base currency when creating a new group. On the Customer screen, the selectable customer groups are filtered by the customer's currency. |
| Inactive |
Marks the customer group as inactive. |
| Payment Due |
A composite field consisting of a count and a unit that defines the default payment terms for customers in this group. |
| Payment Day of Month |
The default day of the month payment is due. |
| Discount |
The default discount percentage for prompt payment. |
| Discount |
A composite field (labelled Discount) consisting of a count and a unit that defines the default period within which payment must be made to receive the prompt payment discount. |
| Discount Day of Month |
The default day of the month by which payment must be received for the discount. |
| Statement Aging |
A composite field consisting of a count and a unit that defines the default aging period for statements. |
Editing the Terms fields requires the Customers > Payment Terms permission; without it these fields are read-only. The count and day-of-month sub-fields are also enabled or disabled based on the selected unit, and a day-of-month value must be between 0 and 31 when its unit is Monthly.
| GL Debtor Account Code |
The General Ledger debtor control account for customers in this group. |
| GL Discount Account Code |
The General Ledger account for prompt payment discounts. |
| Default Bank Account Code |
The default bank account for receipts from customers in this group. |
| Default Price Code |
The default price list for customers in this group. |
| Default Regime Code |
The default tax regime for customers in this group. |
| Default GST Override |
The default GST override code for customers in this group. |
| EAS Code |
The EAS code for this customer group. |
When viewing a customer group record (browse mode), a header is displayed showing: