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  2. All You Can Do with Reviso
  3. Settings
  4. How to Create and Edit Customer Groups
  1. Home
  2. All You Can Do with Reviso
  3. Sales
  4. How to Create and Edit Customer Groups

How to Create and Edit Customer Groups

Before creating your list of customers, it will be necessary to establish at least one customer group.

Customer groups are defined by the account, where all transactions regarding the customer are recorded. 

Reviso provides you with a list of customer groups by default. This list is based on location, whether they are domestic, European or overseas.

How to view, create, edit or delete customer groups?

You can find the customer groups list under Settings > All Settings > Groups > Customer groups.

customer groups

 

Accounts defined for each group can be changed if needed. It is also possible to delete and create new customer groups if you want to classify your customer based on other characteristics, such as services and products that you sell.

In order to start making any changes, click on the icon on the right side of the screen stating Edit. Make the changes you need and click on Save.

If you want to create a new group, click on the option at the top left stating New customer group.

new customer group

Fill in the information and click on Save. All the data you defined will be used automatically when you create invoices to customers of that group.

Accounts for customers

Each one of your customers is linked to a customer group. Features of that group are then implemented in the customer’s account. 

When you register a new customer, the number of the customer is not taken into consideration in your chart of accounts. You can use any numbering you want, either 1, 2, 3, etc., or 1000, 1001, 1002, etc. 

Example: If you have 5 domestic customers, they will be linked to your domestic customer group, which is defined under the account (4300). Whenever you have an invoice regarding any of these 5 customers, it will be recorded under the account (4300).

You should not worry about the transactions being stored together, since Reviso also analyzes data of your customers, so you are able to see the individual information of your customers.

This way of distribution greatly simplifies your accounting, since you will not have to create hundreds of accounts for each of your customers, but you will be able to collect information about hundreds of customers with only 4 to 5 accounts.

If you have any questions, please contact us. We will be happy to help you.

Updated on October 10, 2017

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