20.17 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.

To maintain customer group:
  1. 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 20-33 Customer Group Maintenance (Summary)



  2. Click the Add icon icon.
    The Customer Group Maintenance (New) screen is displayed.

    Figure 20-34 Customer Group Maintenance (New)



  3. On the Customer Group Maintenance screen, specify the fields. For more information on fields, refer to the field description table.

    Note:

    The fields marked as Required are mandatory.

    Table 20-23 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.

    Customers Added

    Displays the details of customer numbers added to the table.

    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.

    Actions

    Click the necessary icon to save, edit, or delete the values of a row.

  4. Click Save.
    The summary view is displayed with the configured details of customer groups.