CUSTOMER CATEGORY
The Customer Category section allows administrators 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 within the sales and marketing system.
Navigation
Follow these steps to access the Customer Category interface:
- Navigate to the Sales and Marketing module from the main menu
- Under the Secondary Master section, select Customer Category
The Customer Category interface will display all existing customer categories and provide options to create new entries.
Creating a New Customer Category
Step 1: Initiate Customer Category Creation
Click the Add button in the toolbar to begin creating a new customer category.
Step 2: Complete the Customer Category Form
A customer category configuration form will appear with the following fields:
Customer Category Information
| Field | Description | Required |
|---|---|---|
| Customer Category Name | Enter the name of the customer category | ✓ Yes |
| Description | Provide a description of the category | Optional |
| Remarks | Add any relevant notes or internal comments | Optional |
| Active Status | Toggle to enable/disable the customer category (enabled by default) | ✓ Yes |
Step 3: Save the Customer Category
After completing all required information, click the Save button to create the customer category entry.
Warning
The Customer Category Name field is mandatory.
Managing Existing Customer Categories
Customer Category Listing View
Once created, all customer categories are displayed in the Customer Category table.
Actions
Each customer category in the listing supports the following actions:
Edit Customer Category
Click the Pencil icon in the Actions column to modify the selected customer category information.
View Customer Category
Click the Eye icon in the Actions column to view complete customer category details in read-only mode - Access: Click the eye icon in the Actions column
Toolbar Features
The Customer Category interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new customer category entry |
| 📊 Export | Export to Excel | Download the customer category data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter customer categories by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the customer category table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |