Editing Customer Types
Editing a customer type that appears on any unposted orders does NOT change the type on the order, unless you manually change it on the order.
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Editing customer type information does NOT affect cashiered and posted orders or service history.
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Changing tax exemption settings in a customer type does NOT automatically change those settings at the customer or vehicle level.
To edit a customer type:
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Type your changes directly into the following Customer Type Information fields:
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Customer Type: Numbers, letters or a word to identify the customer type.
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Note: When editing the customer type that is designated as the System Default, you cannot edit the Customer Type field.
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Part Discount %: Percentage to discount parts (can be 0.00).
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Labor Tax Exempt: Check this box to indicate that labor should NOT be taxed.
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Parts Tax Exempt: Check this box to indicate that parts should NOT be taxed.
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In the Labor Rate Information section, type your change directly into the Rate Code field.
- Click Submit.