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Managing Customers Using Customer Type Codes

Autosoft -

The Customer Type Code field on the Customer Information screen and the Cust Code (Customer Code) field on the Start Repair Order screen are normally used by Ford dealerships for their Customer Loyalty ID numbers. However, these fields can be used by non-Ford dealerships to group their customers for customer management purposes. 


Customer Information Screen

Start Repair Order Screen

Use these codes to identify categories of customers. Develop customer codes that will be easily identifiable and remembered for use and reporting. The Customer Type Code and Cust Code fields will accept both alphabetical and numeric entries. You can then run a report using the Report Generator feature in the Service Writing module.

You can then run a report for this information using the Report Generator feature in the Service Writing module.

Step 1. From the Service Writing main menu, click Reports & Updates.

Step 2. Click the Report Generator button on the Service Reports/Updates menu. The Report Generator application will open.

Step 3. Select Customer List from the Select Report list and click Next

Step 4. Check the box next to Cus Type and click Next to run the report. 

Step 5. Enter any necessary filtering criteria and click Build Report

Step 6. Select View on Screen to review the report on screen or Save as CSV to save the report in comma-separated values format. Click OK. The system will build the report. 

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