Customer / Vendor Groups

Groups let you organise parties — for example Wholesale, Retail, Dealers or by area — and then filter lists and reports by group.

Where to find it: Customer / Vendor ▾ → Customer / Vendor Group

Create a group

1. Open Customer / Vendor Group and click + Add New.
2. Type the group name and save.

You can also create a group while adding a party: click + Add Group in the Customer / Vendor Group section of the party form.

Put a party in a group

Edit the party, choose the group in Group and save.

Use groups

• Filter the Customer / Vendor list by group from the search panel.
• Most reports (Sales, Purchase, Outstanding, Company Ledger, payment reports) have a Customer/Vendor Group filter.

Edit or delete a group

Use Edit or delete from the group list. Use Search with Group Name to find a group in a long list.