Customer Groups

Last updated: 31 July 2026

A customer group is a segment of customers that the system treats the same way - retail walk-ins, wholesale buyers, VIPs, staff. Groups do double duty in OSOSS: they organize your customers commercially, and they tell the accounting engine which ledger accounts each segment's sales should post to.

Menu path: Sales > Customers > Customer Groups

URL: https://my.ososs.com/dashboard/customer-company-groups

Screenshot from the live OSOSS Dashboard

How customer groups work

Every customer belongs to a group (one group is marked default and catches everyone not explicitly assigned). When an invoice is issued, OSOSS looks at the customer's group to decide where the money lands in your chart of accounts:

Field	What it controls
Name	The group's label, shown on customer records and filters
Active	Whether the group can be assigned to customers
Default	The fallback group for new and unassigned customers
Sales account	Ledger account that receives this group's revenue
Sales discount account	Where discounts given to this group are posted
Sales return account	Where this group's refunds and returns post
Sales tax / tax account	Where tax collected from this group accumulates
Cost of goods account	The COGS account used for this group's sales

This per-group accounting mapping is what lets your income statement separate wholesale revenue from retail revenue automatically - no manual journal work, just correct group assignment on each customer.

Note: If you leave the account fields empty, sales fall back to your company-wide default accounts. Only set per-group accounts when your accountant actually wants the segments split in the ledger.

Create a customer group

Go to Sales > Customers > Customer Groups and press Create.
Name the group and keep Active on.
Optionally pick the sales, discount, return, tax, and cost-of-goods accounts for the segment - or leave them empty to use the defaults.
Mark one group as Default if this should be where unassigned customers land.
Save - the group appears in the list immediately and becomes selectable on customer records.

Then assign customers to the group from Sales > Customers > Customers (the group field on the customer form).

Reading the list

The standard tools apply: manage columns (icon at the right of the header row), saved filters, Export All, focus mode, rows-per-page, and a page jumper. Seven filters - active, default, name, and each of the account mappings - let you audit which groups post where. Custom fields you define under Settings > Custom Fields appear automatically as extra filters.

Tip: Once a year, filter by each sales account and confirm the mapping still matches your chart of accounts - a renamed or archived ledger account is the usual cause of "revenue in the wrong bucket" surprises.

Export the current view

Apply your filters and select the columns you want (manage columns).
Press Export All - the export respects current filters and column selection.

What you can do on this page

Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.

Add a record

Click Add above the table - some pages label it New or show a + icon.
Complete the form. Required fields carry a red asterisk and the form will not submit until they are filled.
Click Save. Validation runs on submit; any field that fails shows its message directly beneath itself, and the form scrolls to the first problem.
You land back on the list with the new record in place.

Fields on this form: Active, Cost of goods account ID, Default, Name, Sales account ID, Sales discount account ID, Sales return account ID, Sales tax account ID, Tax account ID

Searchable dropdowns (customer, product, account, branch...) read live data - start typing to filter rather than scrolling. Most also let you create the missing record inline so you don't lose the form you are in.

Edit a record

Open the row's actions menu at the end of the row and choose Edit, or open the record and use Edit there.
The form loads with current values. Change only what you need.
Click Save.

Documents that are already posted to accounting, paid, or fulfilled lock the fields that would change history. That is deliberate - issue a refund, a credit note, or an adjustment instead of rewriting the original.

Export the list

Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
Click Export All.
The file downloads as a spreadsheet: one row per record, your visible columns in your order.

Full reference

Every option and control on this page, at a glance.

Filters (7)

Identity and numbering: Cost of goods account ID, Sales account ID, Sales discount account ID, Tax account ID
Status and flags: Active
Other: Default, Name

Form fields (9)

Active, Cost of goods account ID, Default, Name, Sales account ID, Sales discount account ID, Sales return account ID, Sales tax account ID, Tax account ID

Standard list tools

Every list page in OSOSS shares these controls:

Manage columns - the icon at the right edge of the header row: search columns, tick to show or hide, drag to reorder. Your selection persists for your user.
Quick search - matches the page's primary field.
Filter chips + More Filters - the chips are your defaults; More Filters exposes the full set below.
Save Filter / Saved Filters - name a filter combination and recall it in one click; one can be your default view.
Reset - clears filters back to defaults.
Export All - downloads the current filtered rows with exactly the columns you have selected.
Focus - hides the surrounding chrome for a full-width table.
Row selection - the header checkbox selects the page or all matching rows, enabling bulk actions.
Rows per page and page jumper - at the foot of the table.
Custom fields - anything you define under Settings > Custom Fields appears here as both a column and a filter.