Groups
Groups are like customer types. They are not required. Groups
can be a good way to segment your customers.
This can improve searching capabilities and be a good way to
track your customers. A
customer can belong to more than one Group. A customer can only be one Type.
To add a group just select the add button and double click a
group in the list to edit or delete the group.
1)
Select Sales/Receivables.
2)
Select the AR Defaults
button. The Accounts Receivable Defaults window appears.
3)
Select the Groups tab
in the Accounts Receivable
Defaults window.
4)
Select the Add
button. The Group Setup window appears.
5)
Enter the Group Name.
6)
Select the OK button
to accept the changes and close the Group
Setup window. To
discard the Group Type you were adding, select the Close
button (instead of the OK
button) to discard the changes and close the Group
Setup window.
1)
Select Sales/Receivables.
2)
Select the AR Defaults
button. The Accounts Receivable Defaults window appears.
3)
Select the Groups tab
in the Accounts Receivable
Defaults window.
4)
Double click the Group
Name to edit. The Group
Setup window appears with the name of the Group in the Group
Name field.
5)
Make the desired edits to the Group Name.
6)
Select the OK button
to accept the changes and close the Group
Setup window. To
discard the edits made, select the Close
button (instead of the OK button) to discard the edits and close the Group
Setup window.
1)
Select Sales/Receivables.
2)
Select the AR Defaults
button. The Accounts Receivable Defaults window appears.
3)
Select the Groups
tab in the Accounts Receivable
Defaults window.
4)
Double click the Group Name to delete.
The Group Setup window
appears with the Group Name.
5)
Select the Delete
button to delete the Group Name in the Group
Name field, and close the Group
Setup window. To
abort deleting the selected Group Name, select the Close
button (instead of the delete button) to discard the changes and close
the Group Setup window.
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