Customer Groupings

Customer Groupings in MyxFin allows users to organize customers into logical groups for easier management and reporting. This module helps categorize customers based on business needs, such as by type, region, or other custom criteria.

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How to Create a New Groupings:

A. Rename the Group Label

1. Go to Master Data Files.
2. Click System Settings
3. Go to Parameters Tab
4. Under Customers Groupings Enter the label for each group you needed.
5. Press Enter after you type the label.
6. Check mark will appear beside the Group to indicate that the change is saved.

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B. Add Group Options

1. Go to Master Data Files.
2. Click Customers
3. Click Groupings
4. Click Create New (F1)
5. Enter the details of the new option.
6. Click Add Details

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