Each Customer is assigned a Type of Customer. The Customer record is already classified as either Residential or Commercial by selecting one of these two radio buttons when creating or editing Customer or Site records.
The Customer Type table is used to further define the customer type and is a separate required field on the Customer Setup form.
Customer Types may be general or specific. For example you may create customer types for Commercial, Residential and Government or create more specific types, such as National Account, Bank, School, Retail, etc.
The customer type assigned to the customer is a useful reporting tool providing you with reports to analyze your customer base and your business revenues by market segments.
The Customer Type field is entered on the Customer Setup Information form.
