Customer Group - Zayeen Documentation

Used By

Administrator or module owner

Data Type

master data

Search Keys

Code, Description

When to Use This Form

When users need to create, review, or update Customer Group.
When this data needs to be available as a choice in transactions, reports, filters, or settings.
When existing data needs correction because policies, accounts, prices, contacts, or operating rules have changed.

Before You Start

Make sure the user has access to this menu and the related reference data has already been prepared.
Check required fields first, especially codes, names, dates, accounts, customers, suppliers, products, divisions, or departments.
If the form uses active status, confirm the status before saving so the data appears in the correct selections.

Workflow

Open Sales & POS / Customers & Sales Team / Customer Group.
Create a new record, or select an existing record when the data needs to be corrected.
Fill in the required fields and complete supporting information that helps search, reporting, or transaction processing.
Review the code, name, status, accounts, grouping, and other references before saving.
Click Save. If the application shows a validation message, follow the message until the data is saved successfully.

Key Fields

Field	User Explanation	Status
Code `id`	Unique code used to identify Customer Group. Use a consistent pattern so users can search and sort the data easily.	Required
Description `description`	Additional explanation for users who need context when reviewing this record.	Required
Accounts Receivable `receivableacc`	Account used for journals and financial reporting. Check the account before saving.	Required
Reward Expense `rewardacc`	Reward Expense stores information needed by Customer Group. Fill it in according to the company data standard.	Required
Sales Discount `salesdiscacc`	Discount value or rule used when the transaction is calculated.	Required
Gain/Loss on Receivable Write-off `gainlossreceivableacc`	Gain/Loss on Receivable Write-off stores information needed by Customer Group. Fill it in according to the company data standard.	Required

Details and Relationships

Most master-data forms are used as references by other forms. Changes may affect future transactions and reports.
Audit fields are filled in automatically by the application and help support teams trace changes.

After Saving

Active data can appear as a choice in transactions, reports, filters, or settings that use this reference.
Changes are normally used for new activity. Historical documents remain available for review.
If required data is incomplete or inconsistent, the application rejects the save and shows a validation message.

Common Issues

Data cannot be saved: complete required fields and read the validation message shown by the application.
Data does not appear in selection or search: check active status, access rights, filters, and the search keyword.
Duplicate code or name: use the existing record when it should be corrected, or use a different code for a new record.
Report values do not match: recheck reference data, accounts, dates, transaction status, and related filters.

Available Fields

The list below summarizes the fields available in this form. Field labels follow the English UI language file used by the application.

Field	User Explanation	Status
Code `id`	Unique code used to identify Customer Group. Use a consistent pattern so users can search and sort the data easily.	Required
Description `description`	Additional explanation for users who need context when reviewing this record.	Required
Accounts Receivable `receivableacc`	Account used for journals and financial reporting. Check the account before saving.	Required
Reward Expense `rewardacc`	Reward Expense stores information needed by Customer Group. Fill it in according to the company data standard.	Required
Sales Discount `salesdiscacc`	Discount value or rule used when the transaction is calculated.	Required
Gain/Loss on Receivable Write-off `gainlossreceivableacc`	Gain/Loss on Receivable Write-off stores information needed by Customer Group. Fill it in according to the company data standard.	Required
Product Gift `salesproductrewardrules`	Product or item reference used in stock, sales, purchasing, or production processes.	Optional
Payment Discount `paymentdiscrules`	Discount value or rule used when the transaction is calculated.	Optional
Last Updated `updatetimestamp`	Audit timestamp filled in automatically by the application.	Optional
Customer `customer`	Customer reference used for sales, receivables, rewards, or customer reports.	Optional
Sales Discount `salesdiscrules`	Discount value or rule used when the transaction is calculated.	Optional
Points `salespointrewardrules`	Points stores information needed by Customer Group. Fill it in according to the company data standard.	Optional
Created By `usercreate`	Audit information filled in automatically when the record is created.	Optional
Updated By `useredit`	Audit information filled in automatically when the record is updated.	Optional

Menu Location

Sales & POS / Customers & Sales Team / Customer Group
/form/customergroup

Quick Create from Search Fields

If the + icon appears next to a search field, users can complete receivable and promotion-related accounts directly from this form without leaving the customer group setup.

Account

Available on fields such as Accounts Receivable, Reward Expense, Sales Discount, Payment Discount, and Gain/Loss on Receivable Write-off. If the needed account is not in the COA yet, click + and continue the same customer group configuration.