1.15.1 Create Customer Category

This topic describes the systematic instructions to configure a customer category.

Specify User ID and Password, and login to Home screen.
  1. From Home screen, click Core Maintenance. Under Core Maintenance, click Customer Category.
  2. Under Customer Category, click Create Customer Category.
    The Create Customer Category screen displays.

    Figure 1-32 Create Customer Category



  3. Specify the fields on Create Customer Category screen.

    Note:

    The fields marked as Required are mandatory.
    For more information on fields, refer to the field description table.

    Table 1-32 Create Customer Category – Field Description

    Field Description
    Customer Category Specify the customer category.
    Customer Category Description Specify the additional information about the customer category.
    Populate Changes By default, this is disabled.

    If selected, displays the changes.

  4. Click Save to save the details.
    The customer category is successfully created and can be viewed using the View Customer Category screen.