How to Set Default Customer and Vendor Types in NetSuite

Depending on your business requirements, you can define default types to reflect your most common customer and vendor profiles. For example:

• B2C businesses may default to Individual for customers
• B2B operations may prefer Company as the default

How to Set Default Types

1. Navigate to Setup → Company → General Preferences

For Customers:

• Locate Default Customer Type
• Choose the appropriate default (Individual/Company)

For Vendors:

• Locate Default Vendor Type
• Choose the appropriate default (Individual/Company)

Click Save to apply changes