Customer Group

Overview

Customer Group – Business Overview

Customer Group is a foundational setup document in Dafater used to classify customers into meaningful categories. It helps businesses organize their customer base in a structured way so that sales, pricing, reporting, and strategic decisions can be managed more effectively.

What Customer Group Is Used For

Customer Group is used to segment customers based on business logic, such as: - Type of customer (Retail, Wholesale, Corporate) - Market segment (SME, Enterprise, Government) - Geography or region - Industry or vertical

By grouping customers, Dafater allows businesses to: - Apply different pricing rules - Analyze sales performance by customer segment - Create targeted sales and marketing strategies - Standardize reporting and decision-making

In simple terms, Customer Group answers the question:
“What kind of customer is this, and how should we treat them?”

Prerequisites / Setup Requirements

Before using Customer Group, businesses should: - Clearly define how they want to segment customers (e.g., by size, type, or market) - Agree internally on standard group names and structure - Decide whether groups should follow a hierarchy (for example: Corporate → Enterprise → Key Accounts)

Customer Group is typically set up early during system configuration, before customers are created.

Typical Workflow and Business Fit

Define Customer Groups
Business administrators create Customer Groups that reflect the company’s sales and marketing strategy.
Assign Customer Groups to Customers
When a new customer is created, a Customer Group is selected to classify them correctly.
Use Customer Groups in Daily Operations
- Sales teams use them to understand customer expectations
- Finance teams use them for pricing, discounts, and analysis
- Management uses them for performance tracking and planning
Review and Adjust Over Time
As the business evolves, Customer Groups can be refined or expanded to match new strategies.

Key Business Scenarios Where Customer Group Is Essential

Differential Pricing
Apply special prices or discounts to specific customer segments like wholesalers or VIP clients.
Sales Performance Analysis
Compare revenue, margins, or growth across different customer groups.
Targeted Sales & Marketing
Focus campaigns or sales efforts on high-value or strategic customer segments.
Customer Policy Management
Define different credit terms, service levels, or approval rules based on customer category.

Important Considerations for Users

Keep Groups Simple and Meaningful
Too many Customer Groups can create confusion and reduce reporting value.
Use Consistent Naming
Clear, standardized names help users select the correct group every time.
Think Long-Term
Design Customer Groups that will still make sense as the business grows.
Assign Carefully
Incorrect Customer Group assignment can affect pricing, reporting, and customer treatment.

Summary

Customer Group is a critical building block in Dafater that enables structured customer management. By thoughtfully defining and using Customer Groups, businesses gain better control over pricing, reporting, and customer strategy—leading to more informed decisions and improved operational efficiency.

Basic Information

Module: Setup
Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
customergroupname	Customer Group Name	Data	✓	-	Name identifying the customer group within Dafater sales structure
parentcustomergroup	Parent Customer Group	Link		Customer Group	Parent group for organizing customer hierarchy in Dafater
is_group	Is Group	Check		-	Indicates whether this record functions as a grouping node
defaultpricelist	Default Price List	Link		Price List	Price list automatically applied to customers in this group
payment_terms	Default Payment Terms Template	Link		Payment Terms Template	Default payment terms applied to group customers
lft	lft	Int		-	System-managed value for maintaining customer group hierarchy
rgt	rgt	Int		-	System-managed value defining hierarchical position in Dafater
old_parent	old_parent	Link		Customer Group	Previous parent group used during hierarchy updates
accounts	Accounts	Table		Party Account	Company-wise receivable accounts linked to this customer group
credit_limits	Credit Limit	Table		Customer Credit Limit	Credit limits defined for customers under this group

Child Tables

Accounts (Party Account)

Field Name	Label	Type	Required	Options	Description
company	Company	Link	✓	Company	Company associated with this party account in Dafater.
account	Default Account	Link		Account	Default ledger account for party transactions.
advance_account	Advance Account	Link		Account	Account used to record advances received or paid.

Credit Limit (Customer Credit Limit)

Field Name	Label	Type	Options	Description
company	Company	Link	Company	Company under Dafater where this customer credit limit applies
credit_limit	Credit Limit	Currency	-	Maximum outstanding credit amount allowed for the customer
bypasscreditlimit_check	Bypass Credit Limit Check at Sales Order	Check	-	Allow sales orders exceeding credit limit within Dafater

Permissions

Role	Read	Write	Create	Delete
Sales User	✓
Sales Manager	✓
Sales Master Manager	✓	✓	✓	✓
Customer
Accounts User	✓

DocType	Relationship	Module
Customer	Linked from	Selling
Delivery Note	Linked from	Stock
Installation Note	Linked from	Selling
Loyalty Program	Linked from	Accounts
Maintenance Schedule	Linked from	Maintenance
Maintenance Visit	Linked from	Maintenance
Opportunity	Linked from	CRM
POS Invoice	Linked from	Accounts
POS Invoice Merge Log	Linked from	Accounts
Pricing Rule	Linked from	Accounts
Prospect	Linked from	CRM
Quotation	Linked from	Selling
Sales Invoice	Linked from	Accounts
Sales Order	Linked from	Selling
Selling Settings	Linked from	Selling
Tax Rule	Linked from	Accounts
Warranty Claim	Linked from	Support
Webshop Settings	Linked from	Webshop
Customer Group	Links to	Setup
Payment Terms Template	Links to	Accounts
Price List	Links to	Stock