Client groups

Client groups are clients bundled to a needful entity. The bundling can be carried out in case of:

  • holdings / corporations (required for corporate discounts);
  • corporate agencies (required for agency rebates in kind);
  • groups of invoice recipients (required for invoices that shall be sent to a central address differing from the debtor's address).

In the event of changes to clients' memberships to customer groups, clients can only be added to but never be removed from the group. Removals have to be dealt with by using validities allocated to the clients.

Fields in client group record

Creation and enhancement of client groups

Creation and enhancement of client groups

General data

General data
  1. Name - name of the client group.
  2. Client - in this field the client who is the head of the group is selected.
  3. Group type - the group type needs to match the type of the client entered in field 2. It is not possible to add a client of type "holding" to a group of type "corporate agency" for example.
  4. From - beginning of the validity of the group must always be "01.01.yyyy".
  5. To - end of the validity of the group must always be "31.12.yyyy".

Please note: it is not possible to modify the date in the field "From" after saving the record for the first time!

Clients

Clients

In this tab, the members of the group are selected. It is important for the client types to match the group type. If e.g. the group is of type "main agency" it is only possible to allocate clients that are also main agencies.

The validity of the clients' memberships to the group are determined by the fields "From" and "To".

Rules for clients' validity ranges:

  • It is only allowed to enter date ranges from "01.01.yyyy" to "31.12.yyyy";
  • The entered date range must be completely covered by the validity of the group (which is entered in the tab "General");
  • Validity-overlaps of clients who switched groups by the beginning of a new year are not allowed;
  • A client can only belong to 1 group of the same type at a time;
  • The start date of a client's membership must not be modified after it was saved once.

Fields in Client groups record

  1. Name - name of the client group.
  2. Client - in this field the client who is the head of the group is selected.
  3. Group type - the group type needs to match the type of the client entered in field 2. It is not possible to add a client of type "holding" to a group of type "corporate agency" for example.
  4. From - beginning of the validity of the group must always be "01.01.yyyy".
  5. To - end of the validity of the group must always be "31.12.yyyy".