The “Assigned customers” mode is the default mode when you first access this panel, but you can toggle to “All customers” mode to assign the buying group to one or several customers simultaneously by clicking the Assign option, or by entering a sequence number for the applicable customer(s). When you use the Assign option, the sequence number is defaulted depending on the customer. This means that if the customer is not assigned to any buying group, the sequence will be set equal to 10. If the customer is already assigned to a buying group, the sequence will be set to the highest sequence for customer (by adding 10 to the currently highest sequence number for the customer).
Valid from/to dates, denoting the time span under which the buying group is valid, may also be defined. Likewise, a date update can be performed per assigned customer, or for all selected assigned customers.
Options
| Delete | Select this option to un-assign a customer from a buying group. |
| Assign | This option is only displayed in “All customers” mode. Select this option to assign a customer to the buying group. |
| Date update | Select this option to update the valid from/to dates for one or several customers. This option is only allowed when at least one date is entered in the heading. |
Function keys
| Assigned/All customers | Toggle between view the assigned customers per buying group and all customers that are not assigned. |
Selection fields
- Group
- Displays the selected buying group and description.
- Valid from
- If you want to perform a date update for one or several assigned customers, enter the date from which the buying group is valid for the assigned customers. Highlight the applicable assigned customer(s) and click the Date update option.
- Valid to
- If you want to perform a date update for one or several assigned customers, enter the date to which the buying group is valid for the assigned customers. Highlight the applicable assigned customer(s) and click the Date update option.
- Number
- This column lists the customer number.
- Name
- This column lists the customer name.
- Seq
- This column lists the sequence number for those customers that are assigned to a buying group (i.e. in “Assigned customers” mode). When in “All customers” mode, you can assign a new customer to a buying group by entering the applicable sequence number in this column.
- Valid from
- This column lists the date from which the buying group is valid for the customer, but can be changed here. Alternatively, enter the valid from date in the Valid from field at the top of this panel, then highlight the applicable assigned customer(s) for which the date should apply and click the Date update option.
- Valid to
- This column lists the date to which the buying group is valid for the customer, but can be changed here. Alternatively, enter the valid to date in the Valid to field at the top of this panel, then highlight the applicable assigned customer(s) for which the date should apply and click the Date update option.
Work with customer buying groups, Assign customers (DSR06805)
On this panel you confirm the assignment of the customers to the buying group. Valid from/to dates, denoting the time span under which the buying group is valid, may also be defined.
Function keys
| Repeat dates | If a valid from and/or to date was defined, repeat the dates for all other customers you are assigning. |
- Group
- Displays the selected buying group and description.
- Number
- This column lists the customer number.
- Name
- This column lists the customer name.
- Seq
- This column lists the sequence number for the customer. The sequence number is defaulted depending on the customer. This means that if the customer is not assigned to any buying group, the sequence will be set equal to 10. If the customer is already assigned to a buying group, the sequence will be set to the highest sequence for customer (by adding 10 to the currently highest sequence number for the customer). The sequence number can be changed.
- Valid from
- If you want the buying group to be valid for the customer for a specific time span, enter the date from which the buying group will be valid.
- Valid to
- If you want the buying group to be valid for the customer for a specific time span, enter the date to which the buying group will be valid.
Work with customer buying groups, Deletion (DSR06808)
This panel displays the customers you selected to delete (un-assign) from the buying group. Click OK to confirm the deletion.