Configure Default Account Groups of Retail Customers
Last updated
Last updated
Earlier, when an account was created for a retail customer, then that account automatically goes into “Nil” account group.
But now, you can set the configuration for Registered and Un-registered customers via new option added in Setup Retail Customer i.e., “Set Customer Configuration“. It will enable you to directly assign the Account Group to the new customer. You can classify the customers under Registered and Non-Registered customers. It means the customers whose GSTIN number is mentioned can go under Registered customers, and customers without GSTIN number can be classified under non-registered customers.
It will only work when you are creating a new retail customer account. When you will try to modify the existing account, this option will not work.