Customer Group is an aggregation of customers that are similar in some way.

In StrideERP, Customer groups help you categorize your customers based on the market segment they belong to. You can create a main customer group and add sub-groups under it. Each group can have a specific price list and trend analysis. StrideERP has pre-defined groups for Individual, Commercial, and Government customers, but you can create your own based on your business needs, such as retail or wholesale.

1. Pre-requisite

No Pre-requisite required

2. How to Create a Customer Group

To Create a new Customer Group go to

Sales > Contracting > Customer Group

Or

Admin > App settings > Customer Group

Tip: If you think all this is too much effort, you can leave it at “Default Customer Group”. But all this effort, will pay off when you start getting reports.

3. Features

3.1 Assign Credit Limit, Default Price List, and Default Payment Terms Template

You can assign the credit limit, Price List, and Payment Terms and they will be automatically applied when a customer belonging to the customer group is selected in sales transactions like Sales Order and Sales Invoice.

3.2 Default Receivable Account

You need not create a separate accounting ledger for each customer in StrideERP.

If you need a separate receivable account for a customer, you can add the same in 'Default Receivable Account' section.