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.
To edit a customer type: double-click the customer type. Or select the customer type and press Enter or click the Edit button.
To delete a customer type: select the customer type and click the Delete button.
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