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:

         mceclip0.png 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:

Screen_Recording_2021-07-02_at_01.04.10_PM.gif
 
 
 
II. How to Use Customer Types 

 

Navigate & Set-Up

1. Navigate to:

          mceclip1.png 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:

Screen_Recording_2021-07-02_at_01.10.13_PM.gif

 

 

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 

 

 

 
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