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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
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:
The Customer Types master list displays all existing Customer Types codes and descriptions.
To create a new Customer Type, select the NEW button. The following screen will appear:
Create your Customer Types using a logical, hierarchical structure. This will make it easier to retrieve Customer Type information in the future.
When creating a new Customer Type, you are presented with the following options:
Enter a code number to identify the Customer Type.
Enter a description to identify the Customer Type.
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 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:
Select a Characteristic from the list of Characteristics designated as being available for use as Customer Characteristics.
Enter a description of the Customer Characteristic.