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CustomerType

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A customer type is a named class of buyer: Business, Consumer, Retail. The customer card's Customer type points at this row. Other models compare the Code, trimmed and case-insensitive, not the name.

Kind Dictionary
Module Inventory
Menu Sales → Dictionaries → Customer types

The object lives in Inventory. The menu item is grafted under Sales, next to Customer.

Fields#

Field Caption Points at
ID ID number sequence
Code Code string, unique, at most 8 characters
Name Name string

Code and Name are required. An empty Name is filled from Code on save. ID comes from CustomerTypeSeq, which starts at 1000 and steps by 1.

Code does not change after the row is stored: Customer and LoyaltyCampaign keep a copy of it. A new code is a new type. Two codes that differ only in case are refused.

Who references this#

  • Customer field Kind (Customer type). Hidden field CustomerType stores the code.
  • LoyaltyCampaign field CustomerKind (Customer type). Hidden field CustomerType stores the code.

There are no commands. This dictionary writes no register.

Used by#

Where next#

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