Order Entry Utilities - Customer Types

Full Order Entry Utilities User Guide

 

Order Entry>Utilities>Settings>Customer Types

Customer Types organize customer records for reporting purposes. Customer Types may be added, edited or deleted here. A check to the left of a Customer Type indicates the default as set in Utilities>System Options>Order Entry>Order Entry>Default Customer Type for Orders.

To add a Customer Type

Click the Insert button  to bring up the ‘Adding a Customer Type Record’ screen.

Enter a Customer Type in the space provided and click OK.

Check the Display Warning Message to Create Baseline if a message is to be automatically displayed prompting the user to create a baseline if one does not exist. This applies to both Baselines for Billing Groups and for individual orders.

Check Inactive if this Customer Type is now inactive.

To search for a Customer Type

Click inside the Search Name box.  Enter a few characters of the Customer Type description.  Press the TAB key and the closest match will be highlighted.  

If a default Customer Type is not selected, selecting a Customer Type by pressing F8 at the Customer Type field will be required when entering customer orders.  An excessive number of Customer Types will cause reports to be longer.