Account Grouping in Merciglobal Cloud ERP¶

Overview¶

In day-to-day business operations, it's common to have multiple customer or supplier accounts representing the same organization but under different names. To streamline such scenarios, Merciglobal Cloud ERP provides the functionality to group these accounts using the Account Group Master (A/C Group Master) feature.

This feature is particularly beneficial for: - 🧾 Generating consolidated reports - 📊 Analyzing total outstanding dues - 🧮 Easier account reconciliation

What is an Account Group?¶

An Account Group is a master entity in Merciglobal Cloud ERP that links multiple customer/supplier accounts under a single group identifier. This logical grouping helps in:

Identifying dues and balances from a particular group
Running customer/supplier-wise reports at a group level
Better decision-making for sales, collections, or procurement

How It Works¶

Create an Account Group
Navigate to Masters > A/C Group Master
Click "New" and assign a Group Name (e.g., "ABC Group")
Save the record
Assign Accounts to Group
Go to each Customer/Supplier Master that is part of the group
Set the A/C Group Master field to the desired group (e.g., "ABC Group")
Save the updated account
hat's it! The system will now treat them as part of a single group for reporting purposes.

Benefits of Using Account Groups¶

🔍 Consolidated Reporting: View total dues, payments, and outstanding balances at the group level
🧑‍🤝‍🧑 Relationship Management: Know the true exposure you have with a customer or supplier group
📄 Improved Documentation: Helps internal teams (sales, procurement, finance) have a clear understanding of grouped dealings
📌 Accurate Aging Analysis: Grouped aging reports help track overdue payments across multiple linked accounts

Tips for Merci Developers & Sales Team¶

👨‍💻 Developers: Ensure validations are in place when assigning group codes and generating group-level reports
🧑‍💼 Sales Team: Always check if a new account belongs to an existing group to avoid duplication
💼 Finance: Use group-level outstanding reports to plan collections and payments effectively

Example Use Case¶

Scenario: "ABC Pvt Ltd" deals with us through multiple divisions: "ABC Textiles" and "ABC Packaging".

✅ By creating a group named "ABC Group" and assigning both accounts to it: - You can easily view total outstanding balances - Run combined sales reports - Monitor overdue payments collectively

Reports Affected by Account Grouping¶

Group-Wise Outstanding Reports 📊
Group-Wise Collection Reports 💰
Group Aging Reports 📉
Customer/Supplier Ledger with Group Filter 🧾

For more details or customization, feel free to contact the Merciglobal Cloud ERP support or development team! 🚀