Which way to specify pattern of business ownership for each customer, account, supplier, etc…? Looking for a way to be able to generate a report sorted by patterns.
Can you be more specific about what you mean by “pattern of business ownership”? Do you want to classify the customer / supplier as Individual / Company / Partnership?
The most common ways to organize a business:
Sole Proprietorship
Partnership
Limited partnership
Limited Liability Company (LLC)
Corporation (for-profit)
Nonprofit Corporation (not-for-profit)
See more here for details Chapter 9 – Types of Business Ownership
I am talking about ERPNext.com version but not on-premise.
Hi, we have “Customer Group” option in ERPNext. You can easily create new Customer Groups and select them while creating Customer.