To define customer types
- From Customers, select Set up module > Customer types to open the Set up customer types window.
- Click New.
- Enter a meaningful, unique code to represent a specific grouping in the Type field.
- In the Description field, enter the descriptive, full name of the customer group that corresponds to the code you assigned in the Type field.
- (Optional) If the customer type you are defining represents a company or entity other than an individual, enable the Is a Company option.
- (Optional) If the customer type you are defining represents a member rather than a nonmember category, enable the Is a Member option.
- Click Save.
- Exit iMIS.
Note: See iMIS Billing for additional information on entering Billing Codes for individual customer types.
10.6 Production Release. Updated 2/23/2006 11:34:54 AM
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