Customer Types

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System Setup menu.

 

The Customer Types screen displays customer types in a list.

 

Customer Types are used to group customers. Example: Food Service, Government, Distributor, etc. This facilitates selecting customers when entering orders, etc., and printing sales analysis reports sorted and/or summarized by customer type.

 

To add a new customer type: click the New button. Or menu Records | New.

To edit a customer type: double-click the customer type. Or select the customer type and press Enter or click the Edit button. Or menu Records | Edit.

To delete a customer type: select the customer type and click the Delete button. Or menu Records | Delete.

 

You can select a customer type with the mouse or by the keyboard via the Page Up/Down and arrow keys.

 

The menu has options to

refresh the data displayed to show changes entered by other users, etc.
print the list

 

 

Name

Enter the name of the customer type.

Example: Government