Customer Groups
Go to: CRM → Setup → Customer Groups
A customer group classifies who you sell to — Commercial, Individual, Government, Distributor, Export. Groups are arranged as a tree, and each can carry default commercial terms.
They are used on the Prospect record, to classify a target company before it becomes a customer, and on the Customer master for pricing defaults and reporting.
Structure
A default tree — All Customer Groups with Commercial, Individual, and Government — is created the first time the module is used.
Fields
| Field | What it means |
|---|---|
| Customer Group Name | Required. Must be unique within your organisation |
| Parent Customer Group | Where this group sits in the tree. The parent must be marked Is Group |
| Is Group | Tick if this group will contain child groups |
| Description | What kind of customer belongs here |
| Default Payment Terms | Payment terms applied by default to customers in this group |
| Default Price List | Price list applied by default to customers in this group |
| Is Active | Untick to retire the group without deleting it |
Creating a customer group
Open the screen
Go to CRM → Setup → Customer Groups and click New.
Name it
Customer Group Name is required and must be unique.
Place it in the tree
Choose a Parent Customer Group, or leave it empty for a root-level group.
Set the defaults
Fill Default Payment Terms and Default Price List if this group sells on standard commercial terms.
Save
Editing, moving, and deleting
The same tree rules apply as for territories: no self-parenting, no moving under a descendant, Is Group cannot be switched off while children exist, and a group with children cannot be deleted.
Editing a customer group and leaving Parent Customer Group empty moves it to the top of the tree. If you only meant to change the description, check the parent is still selected before saving.
Everyday tips
- Group by how you sell, not by industry — industry is already a separate field on leads and prospects.
- Set defaults on the leaf groups, where the commercial terms are actually decided.
- Keep the list short enough that a seller can pick the right one without thinking.