Customer Type

Customer Type in MyxFin allows users to categorize customers based on specific attributes or business needs. This module helps organize customers into types, making it easier to manage accounts, track transactions, and generate reports.

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How to Create a New Customer Type:

1. Go to Master Data Files.
2. Click Customers
3. Click Types
4. Click Create New (F1)
5. Enter the details of the new customer.
6. Click Save (F2)

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How to Update Customer Details Type :

1. Go to Master Data Files.
2. Click Customers
3. Click Types
4. Click Type code
5. Update the details of the customer type.
6. Click Update Detail.

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How to Inactive Customer Type:

1. Go to Master Data Files.
2. Click Customers
3. Click Types
4. Click the yellow cycle icon or Inactive.

a. Click the green cycle icon or Active to activate the item.