Customer Type

The Customer Type is where we can set the type of customer (General Customer, Special Customer…).

Go to create the Customer Type in Loclizebook:

1.Go to the Customer menu.

2.Click on Customer Type.

3.Click on button +Add in the top-right corner of the page.

4.Enter the basic information of customer type:

1. Name: Name your type of customer created.
2. Credit Limit: The limit price that you want to set by the type of your customer.
3. Credit Term: The limit period that you want to set by type of your customer.
4. Memo: Other comments or marks that relate with your customer type.

5.After filling all with your information:

1. Save & New: Save the current customer type and add another one.
2. Save & Close: Save the current customer type and close the window.
3. Close: Close window without saving the current customer type.