CUSTOMER CATEGORY

Customer Category is used to classify customers based on specific business-defined groupings, such as Government, Private, Export, or Key Accounts. These categories help in segmenting customers for pricing, reporting, and strategic decisions.

This module allows users to create, view, and manage customer categories along with their descriptions and statuses.

  1. Click on "Masters".
  2. Click on "Customer Category" under "Secondary Master".

A page will open displaying the existing list of Customer Categories.

STEPS TO CUSTOMER CATEGORY

  1. Click on the "Add" button.

This opens a form where users can add a new customer category.

Customer Category Form

CUSTOMER CATEGORY FORM

  • Customer Category Name: Enter the name of the customer category.
  • Description: Provide a description of the category.
  • Remarks: Add any relevant notes or internal comments.
  • Active Status: Toggle this to mark the category as Active or Inactive.

Save: Click the Save button to submit the entry.

Note: The Customer ;Category Name is mandatory.

once the customer category is created it is visible in this page

CUSTOMER CATEGORY PAGE

Action

ACTION ICONS

  • Edit (Pencil Icon): Opens the form to update the selected Customer Category.
  • View (Eye Icon): Displays a read-only view of the entry.

Icons Overview

CUSTOMER CATEGORY ICONS

  • Add Icon: Clicking this icon opens a form to create a new customer Category.
  • Export to Excel Icon: Clicking this icon exports the table data to an Excel spreadsheet.
  • Search Input: This field allows users to search for customer Category content.
  • Search Icon: Clicking this icon displays a search bar to filter the table data.
  • Refresh: Reloads the current data or resets the view.
  • Home Icon: Clicking this icon redirects the user to the main dashboard or home page of the application.
  • Back Icon: Clicking this icon navigates the user back to the previous page or view.