Assign a Customer to a Preference Group

You can assign a customer to a customer group for any preference. For example, you can identify some customer as seasonal customers and create specific payment terms for them. To do this:

  • Set up a SEASON customer group user-defined code.

  • Assign all seasonal customers to this group.

    Create one Payment Terms preference for the seasonal customer group.

You can assign any new seasonal customers to the seasonal customer group. The system automatically applies the Payment Terms preference to all of the new customer's sales orders.