Use Customer Types to automatically assign Labor Rates, Tax Exemptions, and Part Discounts to different Types or Groups of Customers.

• You must create Customer Types in order to have them available when creating or editing customers.

  • Note: The Customer Types List displays all the Customer Types that you have set up in your system, with a Customer Type, Part Discount, Labor Code, Labor Rate Description, Labor Rate and Tax setting.

System Default Customer Type:

• All customers are automatically assigned the System Default Customer Type, but you can assign any Customer Type to a customer.

• The System Default starts out with your Default Labor Rate, no Parts Discount and no Tax Exemptions, but you can edit these settings.

  • Note: The System Default Customer Type cannot be deleted.

Examples of Customer Types:

• Standard Customer

• Senior Citizen

• Fleet Customer

• Government

To access the Customer Types List:

• From the Setup menu or shortcut bar, select Customer Types.

To search for a Customer Type in the Customer Types List:

1. In the Search By drop-down list, select Customer Type.

2. Type the initial number or letter to search for in the Search By text box.

   • Result: The list displays with the selected column sorted in ascending (first to last) order and the first matching entry highlighted.