How to Group Clients in SIMS
Method 1: SIMS linked to SFM
If SIMS is linked to SFM, the grouping has to be done from SFM directly:
- Go to SFM > Support > Entity Group.
- Press to Create Entity.
- When creating the client (SFM > Current year> Sales > Client Maintenance > ) the new Entity will be available from the selection screen as per below.
Method 2: SIMS not linked to SFM
If SIMS is not linked to SFM, the same process applies:
- Go to SIMS > Support > Entity Groups.
- Click to Create Entity.
- When creating the client (SIMS > Support > Clients > ) the new Entity will be available from the selection screen.
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