Re: Sale Group on Branch Tab When Adding new clients

2026-10-13T14:17:58Z

We operate two divisions, Loans and Steel, within a single company database.

Customers are assigned to Sales Groups on the Customer Branch record since the Create New Customer does not have that field. So you have to edit the customer branch and add the sales group to that branch.

We expected to be able to filter or summarise debtor reports (Customer Balances, Aged Debtor Analysis, Customer Listing, etc.) by Sales Group but cannot find any standard report making use of this field in FA 2.4.19.

Is there existing functionality we have missed, or is Sales Group currently not utilised by the standard report set?

I would appreciate any assistance since I have first asked the question in January 2025.

Sale Group on Branch Tab When Adding new clients

2025-01-27T08:13:08Z

When creating a new client, the New Customer form does not have a space to allocate the Sales Group under the branch section. You have to create the Customer and then edit the beach to assign a sales group after the fact.

The clients have two distinct groups of clients, Steel works and Loans.

Is it possible to add the Sales Group to the New Customer Creation form?

FrontAccounting forum — Sale Group on Branch Tab When Adding new clients

Re: Sale Group on Branch Tab When Adding new clients

Sale Group on Branch Tab When Adding new clients