Defining Type Codes for Customer Discounts
You can set up Type Codes if you want to group certain customers together and apply discounts to the group. For example, you might define the code INTNET for Internet customers and RTLCRE for retail customers that charge on credit. Once you define the Codes, you can attach them to the customers that will belong to each group in the AR Customers window by selecting the Code from the Type field Lookup. After your groups are defined, you can apply discounts to the whole group.
To create Type Codes:
1 In Accounts Receivable, select Options > Define Customer Types from the left navigation pane.
Click thumbnail for larger view of image.
2 Enter a Code of up to six characters in the Type field.
For example, you could type INTNET for Internet customers.
3 Enter a description for this Code in the Description field.
4 Save the Code.
Published date: 12/31/2020