Using Customer Types

Using Customer Types

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.

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