DBD: Inventory Customer Groups

DBD: Inventory - Customer Groups (Items Management)

🔵 Overview Customer Group codes can be used to group similar Print Management customers together for reporting purposes. This can be for a situation where multiple customers use the same inventory stored under a master account, or where you have a corporate entity with many subsidiary customer accounts.

Setup Group Codes

Path: Print Management, Setup, Other, Setups and Parameters, Customer Groups

IMS Customer Groups - FMGGAA

Enter the customer group code that you want to add or modify. You can also use the query button to view existing codes.
Enter a description for the customer group code.
Enter a group note.
Enter in the main customer code for this group. Can use the query option to select customer code.
Additional Group codes are not required

Add Customer Group to Applicable Customers

Path: Accounts Receivable, Setup, Customers, Customer Defaults

IMS Customer Parameters - FMGSHA.1 — Reporting and Reorder tab, Customer Group Code

Enter the Customer Group Code. You can use the Query option to select an existing Group code or setup a new one from the setup option.

Report Options

Path: Print Management, Reports, Customers and Item Management

The following reports give you the ability to use the customer group code:

Print Management Status — Use Sequence 3 (Group/Item)
Grouping Analysis — Use Sequence 2 (Customer Group Code)
Inventory Valuation — Use Sequence 3 (Group/Item)
Usage History Summary — Setup Customer Range as FIRST–LAST and enter Group Code in Selection Criteria

Frequently Asked Questions

Q: When would I use Customer Group codes?

A: When multiple Print Management customers share inventory under a master account, or when a corporate entity has many subsidiary customer accounts that should be reported on together.

Q: How do I set up a new Customer Group code?

A: In Print Management, Setup, Other, Setups and Parameters, Customer Groups, enter the group code, a description, a group note, and the main customer code for the group. Additional group codes are not required.

Q: How do I attach a customer to a Customer Group?

A: In that customer's Customer Defaults (Accounts Receivable, Setup, Customers, Customer Defaults), enter the Customer Group Code on the Reporting and Reorder tab — you can query an existing group or set up a new one from there.

Q: Which reports let me use the Customer Group Code?

A: Print Management Status (Sequence 3, Group/Item), Grouping Analysis (Sequence 2, Customer Group Code), Inventory Valuation (Sequence 3, Group/Item), and Usage History Summary (set Customer Range to FIRST–LAST and enter the Group Code in Selection Criteria).

Tags: inventory, customer-groups, items-management, print-management, DB-distributor