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Individual Settings - Customer Categories

The Customer Categories setting is included in the following Standard products:
  • Standard Accounts (Sales Ledger module)

  • Standard Contracts

  • Standard Invoicing
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You can group Customers of a similar type together using Customer Categories. This can help with reporting: several reports allow you to list Customers belonging to a particular Category.

If you are using Standard Accounts, you will find the Customer Categories setting in the Sales Ledger module. Use the [Module] button in the Master Control panel to enter the Sales Ledger before working with this setting. Then, as in every Standard product, open the setting by first clicking the [Settings] button in the Master Control panel and then double-clicking 'Customer Categories' in the resulting list. Then click [New] to open a new record, or double-click an existing record to modify it. When the record is complete, click the [Save] button in the Button Bar to save changes and close it using the close box, or click the close box if you don't want to save changes.

Code
Specify a unique code, by which the Customer Category can be identified from the Contact screen and elsewhere in your Standard product.

Description
Enter text describing the Customer Category here.

The Description will be shown in the 'Paste Special' list that you will use when assigning Customer Categories to Customers and elsewhere, so it should be descriptive enough to make the selection of the correct Customer Category easy for all users.
The following additional field is included in Standard Accounts:
Debtors Account
Paste Special    Account register, Nominal Ledger
If you specify a Debtor Account here, it will be debited whenever you issue an Invoice to a Customer that belongs to this Category.

You can only specify a Debtor Account at the Customer Category level, not at the individual Customer level. If you do not specify a Debtor Account in a Category, the Debtor Account specified in the Account Usage S/L setting in the Sales Ledger will be used.
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