Creating Customer Types
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Type a Customer Type. Use descriptive text or a code that is easy to identify, such as Standard (STD), Preferred, Senior, or Government (GOVT). This is a required field.
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Type a Part Discount % if this customer type gets a discount on parts.
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From the Rate Code drop-list, select a labor rate from the list of rates you created.
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Note: The Description field displays the labor rate description and the Rate field displays the hourly fee for the selected Rate Code.
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Select the Labor Tax Exempt and Parts Tax Exempt check boxes if these tax-exemptions apply to this customer type.
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Click Submit.