Create a customer type
Updated
Create a customer type when a buyer class is missing from the customer card. Saving stores Code and Name; a later customer picks this type.
Note
Save writes no customer and no debt. The field on the customer is Customer type. A new Code is a new type — Create a customer.
How to#
To create a customer type, open Ribbon → Sales → Dictionaries → Customer types.
Press New. Fill Code and Name. Save. The card receives an ID, and the row appears in Customer types. No customer is stored and no debt is written.
Code is unique and at most 8 characters. Other cards compare Code trimmed and without regard to case: Business and BUSINESS are the same code. An empty Name is filled from Code on Save. Do not change Code after the row is stored; create a new type instead.
Typical codes are Business, Consumer, and Retail. Create them here when the customer card does not already show those names.
Then open Ribbon → Sales → Dictionaries → Customers and pick this type in Customer type — Create a customer.
Example
- Code Business
- Name Business
Save. Repeat with Code Consumer / Name Consumer, and Code Retail / Name Retail. A later customer picks one of these in Customer type. There is still no customer and no debt.
Tip
Leave Name empty and Save copies Code into Name. If Code is already used, open that type, or pick another Code. Customers and loyalty campaigns keep a copy of Code, so a saved code does not change.
If the command refuses#
| What you see | What to do |
|---|---|
| The save says to fill Code | Fill Code. |
| The save says to fill Name | Fill Name. |
| The save lists Code and Name as required | Fill both. |
| The save says a customer type with this Code already exists | Code is unique without regard to case. Open that type, or pick another Code. |
| The save says Code cannot change because customers and loyalty campaigns store a copy | Leave Code as it is. Press New and create another type. |
| You expected a customer or a debt after Save | This list writes neither. Create the customer next — Create a customer. |
See also