Customer types? I need a way to group customers.

Question

Sage 50 Premium 2017 - using departments and projects already. I need a way to group my customers by type - or use some other field. The goal is to be able to print the AR aging report that would include only "dealers" or "manufacturers" or "end-user", etc. Something similar to Job Category that is used for Employees. 
 Can anyone provide some input for me please?

Richard S. Ridings · Accepted Answer

The closest you will get within the program is using the Customer Aged report and Saving a template of each group, then running them either from the Customer Aged reports or from My Reports. You will have to know which company is which to set it up and you will have to manually manage additions to each version of the report. 
 
Another option would be the Balance owing on the Grouped Customer List report using one of the Additional Info fields as your Customer Type. However, this report does not show the aging and is not date-sensitive. 
 
Otherwise you will have to get into some custom reporting. One method would be using both the Grouped Customer List Report showing the Customer Type Additional Info field, the Customer Aged report and using Excel functions to combine them together. Or you could go to a completely different reporting program that can be programmed to get you that information.

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Customer types? I need a way to group customers.

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