Create sources to group customers

Sources let you group customer accounts for reporting, filtering, and marketing. Customers can belong to multiple sources. First you create a Source, and then you can add customers to it: see Add a customer to a source.

You can use these Customer Categories to determine pricing, make mass changes, and print focused reports. See Create a price contract to group customer pricing and Create a price formula in the matrix.

The following procedure describes how to create customer Sources and report on all customer Source reference code and descriptions.

To create a customer source

1. Go to File>Customer>Source.
2. On the Source Master, click New.



3. In the Source box, type a new code or reference number for the source, and then press the Tab key. You may use up to 6 characters.
4. Type a Description.
5. Click OK.

To get a list of all customer sources

1. Go to File>Customer>Source.
2. Click the Report button.



3. On the Field Selection pop-up that appears, you can choose which fields appear: Code and/or Description. Drag the fields into the Print Order areas, and then click OK.



4. On the Print Document pop-up that appears, click View.

To update a source

1. Go to File>Customer>Source.
2. In the Source box, click the magnifying glass, and then click the source you want to update.



3. Click Edit.
4. Modify the source as described in To create a customer source, above.
5. Click Save.

To delete a source

1. Go to File>Customer>Source.
2. In the Source box, click the magnifying glass, and then click the customer source that you want to delete.
3. Click Edit.



4. Once the source is in edit mode, click the Delete button.
5. On the confirmation message that appears, click OK.