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

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.