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Creating Customer Types

Nimbus allows you to group your customers by assigning them certain types. You can create customer types according to your requirements.

To access Customer Type screen, go to Parties>Customers>Customer Type

Customer type option from the main menu

Customer Type Records[spacer height=”20px”]

Customer type record screen

The default screen will show records of all defined customer types.

To delete or edit any customer type record, double click the record in the grid.

It will load on the Customer Type tab.

Make changes and click the Update button.

Or click Delete if you want to delete the record.

Note: If you have already assigned a customer type to customers, Nimbus will not let you delete it and you will get a warning message ‘You are not allowed to delete this record because dependent record exists.’

Creating Customer Types

Note: Customer types are assigned to customers on the Customer screen. The discount attached to each type is automatically charged when an invoice is made against such customers.

If you are on the Records tab, click the New button to move to the Customer Type tab.

In the Name field enter name for the customer type you want to create.

Code: Enter code for the customer type.

In Discount % field add the discount percentage that you want to attach to a particular type.

Note: Discount field will be visible only if Department Wise Customer Discount % checkbox is NOT checked on  Configuration>System Configuration>Sale Tab

Select the required check-box:

Default Customer Type: Check if you want to make the defined customer type as default type.

Note: When you check this check-box, Nimbus makes the selected customer type the default selection in Customer Type drop-down on Customer screen.

If you want to, enter Comments about the defined customer type.

Click Save.[spacer height=”20px”]

Customer Type Screen

All defined customer types will appear on the Records grid:[spacer height=”20px”]

Customer Type record screen

You can also attach item wise discount to each customer type.

in All Retail Parties