Customer type is used to categorize customers and the term days for credit sales, layby and quotation for reporting
purpose.
Credit and Layby Terms is the days or period allowed for
user to make payments for credit and layby transactions. Quotation Terms is the days for which the quotation is
valid.
The following functions are available:
-
Add/Edit Customer Type lookup for
customers
-
Edit the Terms
days
Figure 1 :
Customer Type
![](Customer_Type_Figure1_CustomerType.jpg)
Definitions for
Terminology
-
Is Staff
-
These are customers who are users of the applications.
-
This is used for shift variance charges.
-
This classification is also used to display Sales
Person List. (Refer configuration under Global)
-
Is Prescription
Insurer
-
These
customers appear under the "Insurer" dropdown on the Prescription
screen.
-
No New
Business
-
These
customers will not appear on any lookup.
-
System
will not process any Cash, Credit or Layby
transactions.
-
System
will allow processing of Payment, Payment Adjustment and Credit
Note.
-
No Credit Sale
-
System
will not
process any Credit Sales and Layby.
-
All
other transactions will be allowed.