The Buyer Types section allows you to create, view, and configure the list of the types assigned to buyers.

The Buyer Types section allows you to view and configure the list of the types assigned to buyers. To view the list go to the Client Management > Additional Settings > Buyer Types section.

The Buyer Types list displays the following data:

  • ID - Buyer type identification number

  • Name - Buyer type name

  • Class - Class which the Type assigned to.

To create a new type click the “Add New Record” button. Enter the type name and choose one of the available classes. Click the “Save” button to complete.

To set up an existing type click the “Edit” button in the “Action” column. Click “Save” when done.

To delete the type from the list click the “Delete” button in the “Action” column. Enter ‘Yes’ in the required field and click “Delete” to confirm your intention.

To export the report data click the “Export to CSV” button and choose the “Current Page” or “All Pages” type from the drop-down list.

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