Customer Classification

In TRASER DMS 365, you can classify customers into groups so that you can better coordinate your sales activities. The contents of this chapter are divided into the following sections:

• Create Customer Classification,
• Classify Customer,
• Set Customer Type.

Create Customer Classification

This section describes how to create a customer classification:
To create a new customer classification, proceed as follows:

• Use the quick search (ALT+Q) to find the page Customer Classifications.
• The page Customer Classifications is displayed.
• To create a new customer classification, select New from the menu bar.
• A new line is displayed.
• Use the field under the Code column to enter a code for the customer classification.
• Use the field under the Description column to enter a description for the customer classification.

You have successfully set up a new customer classification.

Classify Customers

This section describes how to classify a customer.
The customer classification will be shown in the following documents:

To assign a newly created customer classification to a customer, proceed as follows:

• Use the quick search (ALT+Q) to find the page Customers.
• The page Customers is displayed.
• In the table, select the customer you would like to classify.
• The customer card is displayed.
• In the General tab, select the classification for the selected customer in the Customer Type field.

You have successfully classified the customer.

Set Customer Type

This section describes how to set a customer type for a customer.
To set a customer type, proceed as follows:

• Use the quick search (ALT+Q) to find the page Customers.
• The page Customers is displayed.
• Select the customer from the table for which you would like to set a customer type,
• The customer card is displayed.
• In the General tab, choose between the following options for the Customer Type:

You have successfully set the customer type.