- Teller Cloud User Guide
- Branch Maintenance
- Maintain Customer Group
7.20 Maintain Customer Group
The Customer Group Maintenance screen is used to create groups of the customer codes, and these groups can be used for charge calculation.
To maintain customer group:
- On the Home screen, from Teller mega menu, under Branch Maintenance, click Customer Group Maintenance or specify Customer Group Maintenance in the search icon bar and select the screen.The Customer Group Maintenance summary screen is displayed.
Figure 7-38 Customer Group Maintenance (Summary)
- Click Add icon.The Customer Group Maintenance (New) screen is displayed.
Figure 7-39 Customer Group Maintenance (New)
- On the Customer Group Maintenance screen, specify the fields. For more information on fields, refer to the field description
table.
Table 7-24 Customer Group Maintenance - Field Description
Field Description Customer Group Code
Specify the customer group code.
Customer Group Code Description
Specify the description of the customer group code.
Customers Added
Displays the details of customer numbers added to the table.
Customer Number
Specify the customer number. You can also select from the list of values.Note:
You cannot add the same customer number in two different groups.Customer Name
Displays the description for the specified customer number.
Actions
Click the necessary icon to save, edit, or delete the values of a row.
- Click Save.The summary view is displayed with the configured details of customer groups.
Parent topic: Branch Maintenance