Customer Type Setup

The system uses Customer Types to categorize customers or gas products (budget, COD, gas dryer, bulk home heat, grain dryer). Set up a different code for each type of customer or gas product to track.

Customer Types are tied to a tank on the Tank Information window. There are many reports that can be printed by customer type.

  1. In Modify mode on the Customer Type Maintenance window, select Create to enter a new Customer Type code. To change a Customer Type, select the Customer Type and make any necessary changes.
  2. Enter the Customer Type's Division.
  3. In the Customer Type field, enter a unique identifier for the customer or gas product type. The Customer Type can be up to three numeric characters.
  4. In the Description field, enter a Customer or Gas Product Type description.
  5. Choose Save