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.
- In 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.
- Enter the Customer Type's Division.
- 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.
- In the Description field, enter a Customer or Gas Product Type description.
- Choose Save.