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Overview


Excerpt

The assigning of a Group to a customer account allows you to process payments by group instead of by customersystem by default only allows users with Sales Manager and Admin roles to to approve or reject customer credits. The system allows to make an exception so certain users are allowed to approve their own credits.


Instructions


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Go to Setup >> Customers.  >> Users


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 Click on the Search button to find the customer that user you are going to set up the setting for.


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Under the Actions column click on "Edit".


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The Customer Information will The Add/Edit User window will pop-up, on the Setup tab click on the "Advanced" link Options tab.


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To assign a Group simply type in the name of a preexisting Group or type a new one to be added if it doesn't already exist, then click on "Save"Check the option Approve Own Credits.


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 Click on Save to finish.

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Info
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Keep in mind that when a customer is set on a group, available credits will not apply individually per customer, it cannot be applied to any payment transaction. For further information on how to approve customer credits read How to Approve, Reject and Reopen Credits.