Credit Managers' Digital Empowerment
EN
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Login
Demo
EN
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Home
Challenges
Digitize customer relation
Improve cash and DSO
Manage customer risk
Consolidate your Group data
AI and Data Security
Outstanding receivables: challenges and definition
Smart Upload AI
Setup
References
Services
Onboarding
Training
Resources
Pricing
News
All news
My DSO news
Case studies
Credit Management Blog
Company
About us
CSR (Corporate Social Responsability)
Demo
Login
Subscription
Online help
Help
Various questions
Definitions
Tips
Search
If you have questions, contact us
Collect in My DSO Manager
»
What is a Group and how to assign it to your customers?
It is possible to create
groups of clients
according to your criteria: customer's typology,
country
, level of outstandings, risk, etc.
Groups allow to:
get dedicated reports (
DSO
,
dispute
, risk, etc.),
filter your collection agenda,
assign a specific
collection scenario
, etc.
There are two methods to create and assign a group to your clients:
1. Manually create your
clients groups
From the Settings tab -
Manage
clients groups
click on the blue button
+ Create a group
You can then associate your clients to a group in several ways:
Solution 1
In mass on a client selection
This option is to be preferred when you want to modify the group of a list of clients according to certain criteria. To do this, go to the
« Clients »
tab, fill in your search criteria, check the clients and assign them to the desired group and click on the « Add » button.
Tips
→
Copy and paste a list of client accounts into the search
and associate them with the previously created client group.
To remove your customers from one or more groups, perform the same steps as before, then click « Remove »
Solution 2
In the client file
Click on the « Group » zone or edit your client using the small blue pen, then check the desired group(s):
2. From Search & Assign, to assign a Group according to your own criteria
Group will be assigned to all new customers based on the defined automatic assignment tasks. This set up has to be done from Setting,
AI Search & Assign
, tab Group :
→ For more information:
Assign customers' groups automatically via AI Search & Assign
A client can be assigned to multiple groups.
3. In mass with the clients / customers file ulpoad
When this information is available in your ERP, it is possible to associate clients to groups when importing the client data. The import can assign multiple groups to an account.
→ For more information :
How to import your customers master data?
Both methods can be cumulated. Client groups can be created by importing data and also manually into the tool.
← Back
: Online help » Various questions
OK