Customer characteristics are used to classify customers into specific groups (e.g., livestock, grower, commercial business). When you add customers, you can optionally specify one or more characteristics for them. Characteristics help you to search for customers and review customer reports.
Use the Manage Customer Characteristics window to add, edit, activate or deactivate, and remove customer characteristics.
What you'll find:
Tip
Add all characteristics before clicking Save since saving also closes the window.
Individual customers can be added to characteristics from the Manage Customer window.
You can add customer characteristics in order to classify customers into specific groups.
To add a customer characteristic
Navigate to Accounts Receivable > Manage > Customer Characteristics.
The Manage Customer Characteristics window opens.
In the Description column, enter a unique description for the customer characteristic (e.g., grower).
Ensure the Active check box is selected.
Active is selected by default after the description has been entered.
To add customers to a characteristic
Select the Characteristic.
Select Add/Remove Customers.
The Add Customers to Characteristic window opens.
Select the Customers to Add tab.
Find the customers you want to add and Retrieve Customers.
Check Add next to the ones you want to associate with the characteristic.
Select Save.
The Add Customers to Characteristic window closes.
Click Save.
The Manage Customer Characteristics window closes.
You can edit any of your existing customer characteristics at any time by changing their Descriptions. You can also change the active status.
To edit a customer characteristic
Navigate to Accounts Receivable > Manage > Customer Characteristics.
The Manage Customer Characteristics window opens.
Change the Description of the customer characteristic as applicable.
To remove customers from a characteristic
The Customers in Characteristic tab is the default.
Uncheck Keep next to all customers to remove.
Select Save.
The Add Customers to Characteristic: Bulk window closes.
Click Save.
When you add a customer characteristic, the default setting is active, but you can also activate a customer characteristic that has been deactivated.
When a customer characteristic is deactivated, you can no longer use it in the database. When a customer characteristic is reactivated, it is automatically associated with anything that it was associated with previous to being deactivated.
To deactivate or activate a customer characteristic
Navigate to Accounts Receivable > Manage > Customer Characteristics.
The Manage Customer Characteristics window opens.
In the Active column, clear or set the Active check box of the customer characteristic as applicable.
Tip
Edit all characteristics before clicking Save since saving also closes the window.
Click Save.
Removing customer characteristics deletes them from the database. You cannot remove customer characteristics that are in use.
To remove a customer characteristic
Navigate to Accounts Receivable > Manage > Customer Characteristics.
The Manage Customer Characteristics window opens.
Select the customer characteristic to remove.
Click Remove Characteristic.
Note
If the Remove Characteristic button is not available, the characteristic you selected is in use and cannot be removed.
Click Yes to confirm the removal.
The customer characteristic is removed.
Click Save.