Add & Edit Customer Groups

This guide provides an overview of how to manage customer groups. It covers adding and editing customer groups in the Billing application.

Navigate to Customer Groups in the Billing Application

• Select 'Customers' from the Sidebar, under Masters.
• This opens the 'Customer' page.
• Click on Manage Customer Groups, located at the top right corner.
• This opens the 'Customer Groups' page.

How to Create a Customer Group

1. Navigate to the Customer Group Creation page

   • In the Customer Groups listing page, you will see a list of all customer groups.
   • Click on the Add Customer Group button at the top right corner.

2. Fill in the Customer Group Details

   • 
   • In the Customer Group creation page, you will see a form to add a new customer group.
   • Fill in the required details such as Group Name

3. Review and Submit Customer Group

   • Before submitting the customer group details, review all the information to ensure accuracy.
   • Once you are satisfied with the customer group details, click on the Save button to save the customer group.

How to Edit a Customer Group

1. Navigate to the Customer Group Listing Page

   • In the Customer Groups listing page, you will see a list of all customer groups.
   • Click on a Customer Group to open the edit page.

2. Update the Customer Group Details

   • In the Customer Group edit page, you can update the details of the customer group.
   • Make the necessary changes to the Group Name.

3. Review and Submit Customer Group Changes

   • Before submitting the changes, review all the information to ensure accuracy.
   • Once you are satisfied with the customer group details, click on the Update button to save the changes.