# Customer Group

### **Module Guide: Customer Group**

#### **Module Location**

#### Sales > Customer > Customer Group

#### **Module Objective**

#### The **Customer Group** module is used to create and manage simpler or more specific customer groupings. Unlike Customer Category, which has a hierarchical structure and complex accounting links, Customer Group is typically used for more flexible reporting or promotional setup purposes.

### **1. Main View (Customer Group List)**

#### The main page of this module displays a list of all Customer Groups that have been created.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/iJVimage.png)

#### **View Explanation**

#### This page is for viewing and managing all existing groups.

- #### **Filter**: You can search for a specific group using the search bar based on the **Group Code**.
- #### **Group List**: The table below displays a summary of each group, with columns for **Group Code** and **Group Name**. There is one example of a group named "Lokal 1".

#### **Button Functions**

- #### **New**: The primary button to create a new Customer Group.

### **2. Steps to Create a New Customer Group**

#### **Step 1: Create a New Group**

#### From the Main View, click the **New** button to open the **Add Customer Group** form. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/3Ldimage.png)

#### **Step 2: Fill in Group Details**

#### On the form that appears, fill in the required details:

- #### **Group Code**: Enter a unique code for your customer group. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Yh3image.png)
- #### **Group Name**: Enter a descriptive name for the group. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/XuAimage.png)

#### **Step 3: Save the New Group**

#### Click the **Save** button to save the new group. The group will now appear in the Main View. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ogfimage.png)

### **Tips & Important Notes**

- #### Use Customer Groups for more dynamic segmentation. For example, you can create a **"VIP Customers"** group or an **"Exhibition Area Customers"** group for specific promotional programs.
- #### This grouping can be used as a filter in various sales reports to analyze the performance of specific customer segments.