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:

II. How to Use Customer Types
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
Comments
Article is closed for comments.