# Customer Groups
Customer Groups organize customers into categories for filtering, pricing rules, credit limits, and mandatory customer fields. Groups can be nested using a parent group.
Overview & List View
Go to Sales → Settings → Customer Groups from the left menu.
The list is a hierarchical tree of customer groups.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Id | Group record ID. |
| Name | Customer group name. Nested under parent groups when hierarchy is used. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only group details. |
| Edit | Opens the edit form. |
| Delete | Removes the group when not referenced. |
New Customer Group
Fields
| **Field** | **Description** |
|-----------|-----------------|
| Name * | Group name shown on customer records and filters. |
| Parent Group | Optional. Creates a hierarchy (e.g. Retail → Wholesale). Only active groups can be selected as parent. |
How It Works
Each customer can belong to one customer group. The group is used across the sales module in this precedence order (customer-specific values always win over group):
- Pricing Rule — rules targeting a customer group apply to all customers in that group when no customer-specific rule matches. See Pricing Rule.
- Date Wise Pricing — optional per-group price columns on the Date Wise Pricing grid.
- Basic Pricing — customer group prices can be maintained on the Basic Pricing grid when group columns are shown.
- Credit Limit Setting — group-level limits apply when no customer-specific credit limit exists. Precedence: Customer → Group → Category → generic. See Credit Limit Setting.
- Sale Target / Customer Rebate — commission and rebate lines can filter by customer group.
Connected reports: Filter and analyze by group in Customer Reports, Sale Report Advanced, and profit reports when group filters are available.
Actions
List header: New
| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the edit form |
| Delete | Removes the group when not referenced |
| Suspend / Activate | Disables or re-enables the group |
Form buttons: Save / Update, Reset, Cancel
FAQ
Can I make Customer Group mandatory on every customer?
Yes. Add Customer Group under Customer mandatory fields in Sale Settings.
Are pricing rules tied to customer groups?
Yes. Pricing Rule can target a customer group instead of individual customers.
What happens if I suspend a group?
Suspended groups cannot be selected on new customers. Existing customers keep their group assignment until changed.
Do credit limits use customer group?
Yes. Credit Limit Setting can target a group when no customer-specific limit exists.
Can date-wise pricing differ by group?
Yes. Date Wise Pricing supports customer group price columns on the same effective date.
How do groups affect mandatory fields?
Some companies require group-specific mandatory rules via Sale Settings. Assign the correct group at customer creation to avoid save errors.
Should I delete a group with active customers?
Reassign customers to another group first. Deleting or suspending a group in use can block new transactions that depend on group-based pricing or credit.