Setup - Business Types
Choose Setup - Customer - Business Types from the Main Menu.
This will open the Customer Business Types setup form.
  • Business Types are used to sort your customers into different groups  when running Customer Reports and Account Statements in the Customers menu option.


  • To select a 'Business Type' to edit, click on it's record on the left hand side of the form.
  • Click on the 'Save' button to Save the record. 
    To add a new record, click on the 'New' button and fill in the new 'Business Type'  description. 
    Click 'Save' to save the new record.
  • To remove a 'Business Type'   click on the 'Delete' button. 
    If the parent 'Business Type'  contains any 'child' customers, the operation will not be allowed.
 Here is an explanation of the columns (field names) in the table.
  • There is only one field in Business Types - Provide a description for each type of business that you sell to.
e.g. Grocery, Automotive, Restaurant etc..