Set Up Customer Types (1206 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 11:23 AM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

This routine allows the creation of a series of groups for customers.

Customer Types are used to group customers for export and reporting purposes. They have no impact on operational processes other than allowing the operator to use the type as a search filter.

This feature needs turning on by setting the appropriate control against the USE_CUSTOMER_TYPE application parameter.

Menu Location: System Admin > Sales > Set Up Customer Types

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Level	Specify the level or grouping for the customer type. Values in the range 1 to 6. The number is restricted via the USE_CUSTOMER_TYPE_LEVELS application parameter,
Description	Specify the name of a customer group.
Active	Tick to enable this group to be visible when creating customers. Untick to disable this group.
Auto Numbering	Tick to instruct SwanFRS to automatically assign the customer number from a predefined range. (Application parameters CUSTOMER_NUMBER_MIN, CUSTOMER_NUMBER_MAX) Untick will require the operator to enter a customer number.
Default	Tick to indicate this type is to be used as the default for new customers. Only one default is possible.