Defining Customer Groups

To define customer groups, use the Customer Group Table (CUST_GROUP_TBL) component.

This topic discusses how to define customer groups.

Page Name	Definition Name	Usage
Customer Group Table Page	CUST_GROUP_TBL	Define customer groups. You can assign customers to groups for reporting and administration purposes.

Use the Customer Group Table page (CUST_GROUP_TBL) to define customer groups.

You can assign customers to groups for reporting and administration purposes.

Navigation

select Set Up CRM, then select Common Definitions, then select Customer, then select Customer Group, then select Customer Group Table

Image: Customer Group Table page

This example illustrates the fields and controls on the Customer Group Table page. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Customer Group Type	Enter the type of customer group. Available group types include Accounting, Allocation Group, Buying Agreement, Direct Debit, Forecasting, Freight, Pricing Arbitration Plan, Reporting, Tax, and Transportation.

Defining Customer Groups

Page Used to Define Customer Groups

Customer Group Table Page