Deleting Customer Types
Deleting a Customer Type does NOT alter any posted or unposted orders.
-
If you delete a Customer Type that has customers assigned to it, those customers are reassigned to the System Default customer type.
-
Deleting a Customer Type does NOT automatically change the tax exemption settings at the customer or vehicle level.
To delete a Customer Type:
-
From the Setup menu or shortcut bar, select Customer Types.
-
Result: The customer types list displays
-
-
Click to highlight the customer type you are deleting.
-
Note: You cannot delete the System Default customer type
-
-
Click Delete.
-
Result: A message box asks if you want to delete this item.
-
-
Click Yes to complete the deletion.