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.

- Go to File>Customer>Source.
- On the Source Master, click New.
- 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.
- Type a Description.
- Click OK.

- Go to File>Customer>Source.
- Click the Report button.
- 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.
- On the Print Document pop-up that appears, click View.

- Go to File>Customer>Source.
- In the Source box, click the magnifying glass, and then click the source you want to update.
- Click Edit.
- Modify the source as described in To create a customer source, above.
- Click Save.

- Go to File>Customer>Source.
- In the Source box, click the magnifying glass, and then click the customer source that you want to delete.
- Click Edit.
- Once the source is in edit mode, click the Delete button.
- On the confirmation message that appears, click OK.