All pages
Powered by GitBook
1 of 3

Loading...

Loading...

Loading...

Account group lookup codes

In this section, you will learn how to set up lookup codes for the account lookup group. In the following chapters we will explain how to add new lookup codes for:

Method assignment codes
Customer groups

Method assignment codes

To configure the method assignment codes:

  1. Go to Administration > Settings > Lookups > ACCOUNTS.

  2. From the content menu choose Account type interest method.

Click to add new values > Create.

Customer groups

To configure the customer group settings:

  1. Go to Administration > Settings > Lookups > ACCOUNTS.

  2. From the content menu choose Pricelist.

  3. For the Lookup type choose CUSTOMER_GROUP.

Click to configure new values > Save.