Customer Method

With the customer method, you can see which types of customers generate the most profit. A retail department and a wholesale department are examples of customer method departments.

To set up departments by customer, you need to do the following:

Set the customer department method in System Controls.
Assign a department to each customer type.

To set up departments by customer

1. To set the customer department method, do the following:

a. On the Setup menu, select System Controls. The System Controls screen appears.

b. Click the General Ledger tab.

c. Scroll to the control Department Method and verify whether Customer is already assigned. If it isn’t, press Enter. Then select Customer and click OK.

d. Close the System Controls screen.

2. To assign a department to each customer type, do the following:

a. On the Customers menu, select Types. The Customer/Vendor Type List appears.

b. Select the customer type that you want to assign a department to and click Edit. The Customer/Vendor Type Edit screen appears.

c. Click the Department field and press . Then select a department from list that appears.

d. To save you changes, click OK

e. Repeat steps 2 b through 2 d to assign departments to the remaining customer types.

f. Close the Customer/Vendor Type List.