9.11.7. Customer Types

9.11.7.1. Customer Type

The system gives you the ability to categorize Customers according to Customer Type. To access the Customer Types master list, select the "Customer Types" option. The following screen will appear:

Customer Types Master List

The Customer Types master list displays all existing Customer Types codes and descriptions.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Customer Type.
EDIT: Enables you to edit highlighted Customer Type. The edit screen is the same as that for creating a new Customer Type—except that when editing, the fields will contain Customer Type information. Double-clicking on a Customer Type will also bring you to the editing screen.
DELETE: Highlight a Customer Type and then select this button to remove it from the master list of Customer Types.

9.11.7.1. Customer Type

To create a new Customer Type, select the NEW button. The following screen will appear:

Create New Customer Type

Tip

Create your Customer Types using a logical, hierarchical structure. This will make it easier to retrieve Customer Type information in the future. For more information on matching patterns using Regular Expressions, see Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

When creating a new Customer Type, you are presented with the following options:

Code: Enter a code number to identify the Customer Type.
Description: Enter a description to identify the Customer Type.
Enable Characteristics Profile: Select to enforce the use of a Characteristics template for any Customer assigned to the specified Customer Type. If Characteristics Profiles are used, the full slate of Characteristics and corresponding Values will be presented in the Characteristics Tab of the Customer master for every Customer assigned to the Customer Type. If not selected, the template approach will not be used—and users will have the ability to create ad hoc Characteristics for Customers.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Customer Type, returning you to the application desktop.
SAVE: Creates the Customer Type and adds it to the master list of Customer Types.
NEW: Opens screen for creating a new Customer Characteristic to be added to the Profile.
EDIT: Enables you to edit highlighted Customer Characteristics. The edit screen is the same as that for creating a new Customer Characteristic—except that when editing, the fields will contain Customer Characteristic information. Double-clicking on a Customer Characteristic will also bring you to the editing screen.
DELETE: Highlight a Customer Characteristic and then select this button to remove the Characteristic from the list.

To create a new Customer Characteristic, select the NEW button. The following screen will appear:

Create New Customer Characteristic

When creating a new Customer Characteristic, you are presented with the following options:

Characteristic: Select a Characteristic from the list of Characteristics designated as being available for use as Customer Characteristics.
Value: Enter a description of the Customer Characteristic.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating the Customer Characteristic, returning you to the previous screen.
SAVE: Creates the Customer Characteristic and adds it to the list of Customer Characteristics.