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:
- Name: Name your type of customer created.
- Credit Limit: The limit price that you want to set by the type of your customer.
- Credit Term: The limit period that you want to set by type of your customer.
- Memo: Other comments or marks that relate with your customer type.
)
5.After filling all with your information:
- Save & New: Save the current customer type and add another one.
- Save & Close: Save the current customer type and close the window.
- Close: Close window without saving the current customer type.