Customer Types

Customer Types are a great way to categorize your clients for reporting & pricing purposes.

In this article:

Create Customer Types

Using Customer Types

Create Customer Types

1. Navigate to:  Admin > Customer Types

2. Select New Customer Type 
*Note: Select Edit or Destroy to make changes to any existing Customer Types 

3. Enter a name (e.g., Residential or Commercial) 

4. Select Create Customer Type 

Using Customer Types

1. Navigate to: Clients > All Clients

2. Select Edit next to a Client & navigate to the Advanced tab 

3. Select the Customer Type from the dropdown 

4. Select Update Client 

Additional Notes

• Customer Types can be used with SingleOps' Quantity Based Pricing feature. You can find more information on Quantity Based Pricing here. 
  
• The SingleOps Report Catalogue includes a Sales by Customer Type report