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 

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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 

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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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