Customer Types

Owned by Stephen Juliano (Unlicensed)
Last updated: Jul 31, 2022 by Colleen Juliano
2 min read

Overview

You have the ability to group customers together by using customer types.  The customer type will play heavily into sales reporting and into price rules.  One example would be separating customers by retail and wholesale types; you could then create price rules for lower wholesale prices and track profitability of customer segments on sales reports.  Also, if manufacturer rebates are used which require manufacturers to be set up as a customer; it is advantageous to create a type for manufacturers.  This segmentation of your customers will give you greater control over your reporting and more flexibility in your metrics. 

  1. Define and enter the customer type, up to 10 characters (we advise keeping under four)

  2. Add a description of the customer type, up to 60 characters

  3. Define the default FOB, this is optional

  4. Define the default AR account for the customer type, can be changed

Note:  Always use price 1, the price two options is outdated and being retired.

AR > AR Special Functions > Customer Types