Customer Types

Menu File | AR | Other | Customer Types

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 invoices, 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