Customer Types

Introduction

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

Table of Contents

I. Create Customer Types

- Navigation & Set-Up

- Example

II. How to Use Customer Types

- Navigation & Set-Up

- Example

- Additional Notes

I. Create Customer Types

Navigation & Set-Up

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 

Example:

Navigate & Set-Up

1. Navigate to:

          Clients >

                 All Clients

• Select Edit next to a Client & navigate to the Advanced tab 
  
  
• Select the Customer Type from the dropdown 
  
  
• Select Update Client 

Example:

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