Customer Types Overview
Use Customer Types to automatically assign Labor Rates, Tax Exemptions, and Part Discounts to different Types or Groups of Customers.
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You must create Customer Types in order to have them available when creating or editing customers.
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Note: The Customer Types List displays all the Customer Types that you have set up in your system, with a Customer Type, Part Discount, Labor Code, Labor Rate Description, Labor Rate and Tax setting.
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System Default Customer Type:
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All customers are automatically assigned the System Default Customer Type, but you can assign any Customer Type to a customer.
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The System Default starts out with your Default Labor Rate, no Parts Discount and no Tax Exemptions, but you can edit these settings.
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Note: The System Default Customer Type cannot be deleted.
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Examples of Customer Types:
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Standard Customer
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Senior Citizen
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Fleet Customer
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Government
To access the Customer Types List:
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From the Setup menu or shortcut bar, select Customer Types.
To search for a Customer Type in the Customer Types List:
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In the Search By drop-down list, select Customer Type.
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Type the initial number or letter to search for in the Search By text box.
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Result: The list displays with the selected column sorted in ascending (first to last) order and the first matching entry highlighted.
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