Personal tools

48 Customer Type

From TrueERP wiki

Jump to: navigation, search

Customer Types

Do you know how to create a new Customer Type?

When entering a new customer - under Customer Type:

Select from the drop down menu If the customer type is not there Type in the new customer type - a question box will appear Selection NOT in list, Create New? Say yes to this A Customer Type box appears for entering details Type Name: Description: Default Accounts - Select from drop down menu Terms - select from drop down menu Credit Limit - enter amount Grace Period - days If Apply Globally is ticked this will apply the credit terms to all customers Ensure Active is ticked Click on New button to add further Customer types. Click Save