- Teller User Guide
- Branch Maintenance
- Maintain Customer Group
20.16 Maintain Customer Group
The Customer Group Maintenance screen is used to create groups of the customer codes, and these groups can be used for charge calculation.
- On the Homepage, from Teller mega menu, under
Branch Maintenance, click Customer Group
Maintenance or specify Customer Group
Maintenance in the search icon bar and select the screen.The Customer Group Maintenance summary screen is displayed.
Figure 20-31 Customer Group Maintenance (Summary)
- Click the
icon.
The Customer Group Maintenance (New) screen is displayed.Figure 20-32 Customer Group Maintenance (New)
- On the Customer Group Maintenance screen, specify the
fields. For more information on fields, refer to the field description
table.
Note:
The fields, which are marked with an asterisk, are mandatory.Table 20-22 Customer Group Maintenance - Field Description
Field Description Customer Group Code
Specify the customer group code.
Customer Group Code Description
Specify the description of the customer group code.
Customer Number
Specify the customer number. You can also select from the list of values.Note:
You cannot add the same customer number in two different groups.Customer Name
Displays the description for the specified customer number.
Reset
Click Reset to reset the customer numbers added.
Add Customer
Click Add Customer to add the customer numbers specified.
Customers Added
Displays the details of customer numbers added to the table. Once you add a customer number to the table, you can click the necessary icon to edit or delete the added entry.
- Click Save.The summary view is displayed with the configured details of customer groups.
Parent topic: Branch Maintenance