How to Create & Use Customer Types

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

How to Use Customer Types 

• 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 

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