Ifs10 Categorizing customers (A, B, C, D) ?

Question

Hi IFS Community, Subject:Our sales team wants to implement a customer leveling system (segmentation) within IFS. The goal is to categorize customers based on their value/performance:	Level A: Top-tier customers			Level B/C: Mid-tier			Level D: Low-performing or "poor" customers	What is the most efficient way to handle this in IFS Apps 10? We are considering a few options:	Customer Statistic Group: Using the standard "Stat Group" field on the Customer record.			Custom Fields: Creating a persistent custom field with a fixed List of Values (LoV).			Customer Category: Utilizing the built-in Category field (though this is often used for Prospect/Customer distinction).	My questions are:	Which standard field do you recommend for such a rating system?			If we use a Custom Field, have you implemented any automation (e.g., via Lobby or Business Reporter) that updates these levels based on annual revenue?

KethakaG · Answer

Hi ​@osrt,Since your requirement is to categorize customers to different segments based on their value/performance, I would recommend you to use ‘Customer Group’ field in the Customer record (Application Base Setup> Enterprise> Customer> Customer> Invoice Tab> General Sub-Tab).The purpose behind this field itself is to group the customers (extracted from help text for ‘Customer Group’ field:The identity of the customer group that the customer belongs to must have been entered in Customer Groups before it can be used in this field.). As the help text has mentioned, you can easily setup basic data in ‘Customer Groups’ window to be used in the record such as, Level A, Level B, etc…However, please note is this field is company specific. Therefore, if you have a multi-company setup, you need to specify the Customer Group for each and every company to which the customer record is connected to.Regarding the options that you have considered, ‘Customer Statistic Group’ is designed to be used for statistical reports but not for categorizing. Similarly, ‘Category’ field has its own system effects because based on the category selected, some of the tabs in customer window will not be available. Hence, ‘Category’ might not be good option. Custom field is an option that could be considered, but you would have to put an additional effort to set it up.Therefore, I believe using ‘Customer Group’ is the best option to fulfill your requirement. Further, in a multiple company setup, the same customer might be viewed in different levels by different companies. Therefore, the customer importance (or the segment) can be specifically defined for each company when using this field.Hope my explanation is clear for you. Please let me know if you need further clarification.Regards,Kethaka

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