(Sales – Sales Setup – Customer Types)
Customer Types are user-defined codes that categorize your customers into groups for reporting and sorting purposes. Another use is the ability to assign prices and sales commissions to Customer Types.
Link:
Startup Guide - Customer Types
Screen Details
Customer Type & Description
Enter an 8-character Customer Type code and accompanying 50-character description.
NOTE: Leave the ‘MTS’ type as is. This is used by the system for internal purposes.
Price Level
If all customers within this type are to receive the same Price Level, select the appropriate price level in this field. If customers of this type receive Base Prices, leave this field blank.
Discount Code
If all customers within this type are to receive the same Discount Code, select the appropriate discount code in this field. If customers of this type do not receive discounts, leave this field blank.
Setting the Default Customer Type
You can establish a default Customer Type by highlighting the desired line item and clicking the Set as Default button. You will see the Default Customer Type displayed at the top of the screen. When you create a new customer, the Default Customer Type will automatically be assigned to the customer, which can then be overridden, if desired.
