Customer Types

Use this form to add, update, and delete customer types for each customer. Customer types are not required, but using them allows you to sort reports by customer type. For example, you could create Retail, Wholesale, and Distributor customer types.

You can then specify each customer's type on the Customers form. You can also specify on the Discounts form which customer types receive specific discounts.

Upon conversion from previous versions, the system creates a new record in the Customer Types form for all customer types that are currently in the Customer and Discounts master files.