Customer Type (Edit)

How to get here

Tools menu > Control Centre > Advanced > Customer Types, then select a customer type and click the EDIT icon

Every customer uses a single customer type. Usually this will be Surgeon, Practice etc. but new customer types can be created.

Refer to the details below to help in completing the fields on this screen:

Name - The descriptive name of this customer type, such as Surgeon, Principal Account, Practice

Customer Name entered as Company Name - Select this box if the customer's name will be a company name and won't need to be split into Title, Firstname, Surname, eg. "MyDent Dental Practice"

Customer Name entered as Person Name - Select this box if the customer will be a person so their name will be split into Title, Firstname, Surname, eg. "Mr Bob Jones"

Price Band - The default price band for customers of this customer type. You can still change a customer's default price band when they belong to this customer type, but this setting will be used as the price band when you first create a customer

Early Payment Disc rate% - The default Early Payment Discount Rate (%). You can still change a customer's default Early Payment Discount % when they belong to this customer type, but this setting will be used as the rate when you first create a customer

Payment Terms (days) - The default Payment Terms (days). You can still change a customer's default Payment Terms when they belong to this customer type, but this setting will be used as the terms when you first create a customer

Early Payment disc days - The default number of days in which the customer needs to pay to obtain an Early Payment Discount. You can still change a customer's default Early Payment Discount Days when they belong to this customer type, but this setting will be used as the Days amount when you first create a customer

Change Icon - Click the square at the top right of this form to choose an icon for this customer type, which you can use as a quick visual reference when working with customers

Flags - Enter a flag code in this box to tell Lab Manager to treat this customer type as if it is a surgeon or practice, for the purposes of selection lists or month-end reports. Use the following codes:

S - This customer behaves as a Surgeon

P - This customer behaves as a Practice

SP - This customer behaves as both a Surgeon and a Practice

Active - Tick this box to make this customer type available for use within Lab Manager. Untick to prevent new customers being created with this customer type. Customers that already exist with this customer type will remain in the database and you will need to change their customer type manually if you want to.