Maintaining Customer Types

  1. Specify this information on the form:
    Type
    Specify a customer type with which you want to identify a certain customer.
    Description
    Specify a description for the customer type. On forms where you select an existing customer type, this description is displayed.
    Taxable Price
    Select Wholesale to use the wholesale price as the basis for taxation. Select Sales to override the parameters above and use the order line item price as the basis for taxation. The selection you make in this field is only significant if:
    • The Use Wholesale Price field is selected on the Tax Systems form to activate a wholesale-based tax system.
    • An amount is entered in the Wholesale Price field on the Items form for items being sold to customers of this type.
  2. Save the record.