Customer Types are a great way to categorize your Clients for reporting & pricing purposes. Follow the steps below to create Customer Types:
- Navigate to Admin > Customer Types
- Select New Customer Type
Note: Select Edit or Destroy to make changes to any existing Customer Types - Enter a Name (e.g., Residential or Commercial)
- 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
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