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xTuple ERP Reference Guide

  
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12.1. Reassign Customer Types by Customer Type
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12.1. Reassign Customer Types by Customer Type

To reassign customer types by customer type, go to Sales > Utilities > Reassign Customer Type by Customer Type. The following screen will appear:

Reassign Customer Type by Customer Type

When reassigning customer types by customer type, you are presented with the following options:

Selected Customer Type

Specify the customer type you want to reassign.

Customer Type Pattern

Enter a customer type pattern to select a range of customer types. Refine your search using regular expressions.

New Customer Type

Specify the new customer type you want to reassign the customers to.

The following buttons are unique to this screen:

REASSIGN

Reassigns customer type(s), using the specified parameters.

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12. Utilities Home 12.2.  Update Credit Status by Customer