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.