Customer Group

This section of the master’s module enables the user to search and create groups of the already existing customers in the system. As per a specific business requirement of dealing with a particular group of customers, eg. Customer Groups can be used to manage Inventory Reservation for any user where the user can reserve inventory for a particular set of customers in the system.


Navigation: Master > Trading Partners > Customer Group

Below are the fields based on which the user can search the group of customers:

  • Customer Group Code: This is the unique code used to identify the Customer Group in the system and user can search each customer by inserting the code in the filter box
  • Customer Group Name: This is the unique name for each Customer Group in the system and user can search each customer by inserting the name in the filter box
  • Status: This is the status of the Customer Group, whether Active or Inactive and the user can search customer groups based on the status
  • No. of Customer: This shows the number of customers in the selected group and the user cannot filter customer groups based on the number of customers

Action Buttons:

  • Search: When the user clicks on Search, the results based on the above filters will be shown on the screen.
  • Reset: This button will reset the filter criteria for the user.
  • Export: This button will help the user to download the list of customer groups on the screen.
  • Add New: This button will enable the user to create a new customer group in the system and a new tab will appear.

To create a new group in the system, following are the steps that need to be followed:

  1. Click on Add New CTA on Customer Group module, a new tab named Customer Group Create/Edit will appear on the screen.
  2. Click on Add Customer, a pop-up window will open where the user can select the list of customers which are to be grouped together. 
  3. After selecting the customers that are to be grouped together, the user can click on OK button on the screen. 
  4. Once the list of customers is selected, the user can click on Save and the customer group with unique Customer Group Code will be created in the system. 




5. The user also has an option to Bulk Import the customers by Importing the list of customer Codes on the below mentioned box. 


In case of any modifications to the existing customer group, the user can select the group from the Customer Group screen and can mark the group as Inactive or can add or remove the customers from the group.