A customer, who is sometimes known as a client, buyer, or purchaser, is the one who receives goods, services, products, or ideas from a seller for a monetary consideration.
Every customer needs to be assigned a unique ID. The customer name itself can be the ID, or you can set a naming series for IDs to be generated in Selling Settings.
How to create a Customer
Path:
Home → Selling → Customer → New
Go to the Customer list and click on New.
- Enter the full name of the customer.
- Select Individual if the customer represents an individual or Company if the customer represents a company in the Type field.
- Select a Customer Group. Individual, Commercial, Non-Profit, and Government are available by default. You can create additional groups if you need.
- Select the Territory.
- If the customer is being created against a lead, you can select the same in From Lead field.
- Save.
Customer Group
Path:
Home> Selling> Customer Group> New Customer Group
Customer Group is an aggregation of customers that are similar in some way.
Customer groups allow you to organize your customers. Typically Customers are grouped by market segment based on the domain in which a business operates. Customer Groups are created in hierarchical manner. You can create a main customer group and add sub customer groups under it.
You can define a price a list which will be automatically applied to all customers belonging to that group. You can also get trend analysis for each group. Individual, Commercial and Government customer groups are created by default. You can add your own customer groups based on your requirement like retail, wholesale etc.
