CUSTOMER TYPE

Customer Type defines categories of customers such as Retail, Wholesale, Dealer, or Distributor. This classification helps streamline customer management, pricing strategies, reporting, and order processing.

The module allows users to define, manage, and maintain different types of customers along with descriptions and status.

  1. Click on "Masters".
  2. Click on "Customer Type" under "Secondary Master".

A page will open displaying a list of configured customer types.

STEPS TO CUSTOMER TYPE

  1. Click on the "Add" button.

This opens a form where users can input customer type details.

Customer Type Form

CUSTOMER TYPE FORM

  • Customer Type: Enter the name of the customer type.
  • Description: A brief explanation of the customer type.
  • Remarks: Optional internal notes.
  • Active Status: Toggle to mark the customer type as Active or Inactive.

Save: Click the Save button to save the entry.

Note: The Customer Type field is mandatory.

CUSTOMER TYPE TABLE

Action

ACTION ICONS

  • Edit (Pencil Icon): Opens the form to edit the selected Customer Type.

  • View (Eye Icon): Displays a read-only view of the selected Customer Type.

Icons Overview

CUSTOMER TYPE ICONS

  • Add Icon: Opens the form to create a new Customer Type.
  • Export to Excel Icon: Exports the table data to Excel format.
  • Search Input: Allows users to search customer types by name or description.
  • Search Icon: Activates the search functionality.
  • Refresh: Reloads the current data or resets the view.
  • Home Icon: Navigates to the main dashboard.
  • Back Icon: Returns to the previous screen.