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To define customer types

  1. From Customers, select Set up module > Customer types to open the Set up customer types window.
  2. Click New.
  3. Enter a meaningful, unique code to represent a specific grouping in the Type field.
  4. In the Description field, enter the descriptive, full name of the customer group that corresponds to the code you assigned in the Type field.
  5. (Optional) If the customer type you are defining represents a company or entity other than an individual, enable the Is a Company option.
  6. (Optional) If the customer type you are defining represents a member rather than a nonmember category, enable the Is a Member option.
  7. Click Save.
  8. Exit iMIS.

    Note: See iMIS Billing for additional information on entering Billing Codes for individual customer types.

See Also

Defining Customer Types

Set up customer types window

To edit customer types

To delete customer types


ASI logo 10.6 Production Release. Updated 2/23/2006 11:34:54 AM
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