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: Setup > More > 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. Click Edit next to a Client
3. Navigate to the Advanced tab
4. Select the Customer Type from the dropdown
5. Click 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