iVend Retail 6.6 - Management Console - Help Manual > Operations > Business Partner

Customer Group

In order to setup a customer, you need to setup a customer group first. This feature is used to classify the customers into groups. Customer Groups can be used in grouping and filtering data in reports.

To open the window, choose Operations > Business Partner > Customer Group.

Search Screen

Field	Description/Activity
Search Criteria
Code	Enter the code of the customer group to be searched.
Description	Enter the description of the customer group to be searched.
Search Results
Code	Displays the code of the customer group(s) searched.
Description	Displays the description of the customer group(s) searched.
Is Default	Display if the record is marked as default Customer Group.
OK	This button updates changes to the database and closes the screen.
Cancel	This button does not save any changes and closes the screen.

Setup Screen

Field	Description/Activity
Code	Specify the code for the customer group. A unique code of maximum 20 alphanumeric characters can be entered.
Description	Mention the description for the customer group. A description of maximum 100 alphanumeric characters can be entered.
Sales Tax Code	Select a customer group level tax code from the list of tax codes. Click to open the Tax Code Search screen and select the code. This is shown only in case Subsidiary is Turned ON in system.
Is Default	If this flag is marked then the Customer Group will be marked as the default Customer Group. After doing this while creating Customer from iVend the Customer Group field will be populated by this Customer Group, however user have an option to change it to other Customer Group if required.
Discounts	Clicking this button would open a new screen Discounts setup for Customer Group from where the user will be able to setup the date range based discounts for this customer group.
OK	This button updates changes to the database and closes the screen.
Cancel	This button does not save any changes and closes the screen.