Customer Type Settings

• These defaults are found in Office > Back Office Settings > Setup Options
• Customer Types are used for reporting purposes; all sales reports will organize by Customer Type.
• Available customer types by default are: Retail, Employee, Government, and Wholesale.
• Additional Customer Types can be added in Settings > Table Editor > Customer Types.
• Customer Types can also be used for group search results in Contacts.

Default Customer Type

• The default Customer Type will automatically be inserted into each new customer record. This selection can be changed while creating a new customer.
• Select a default Customer Type from the provided dropdown menu. Most stores use Retail.

Selecting Customer Type on Every Invoice

• If you find that Customer Type varies frequently, you can tell the software to ask what Customer Type each invoice is to be recorded under.