Customer Types give you another way to classify and sort your customers. For example, using this feature allows you to define your customer’s business as a franchise.

Creating Customer Types

Customer Types are created in the Management Module > Customers > Tracking > Customer Types.

To turn on this functionality follow these steps:

  1. Click Enable Customer Types.
  2. Click Save Settings.
  3. Enter a new Customer Type here.
  4. Select a Parent Group for the customer type if desired.
        NOTE:  Any previously entered type can be used as a parent group.
  5. Click Add New Type.                                                                                                                                                                                                                                                                                                               


Additional features include:

  • (A) You can make changes to customer types by clicking Edit and then Save.
  • (B) Check the box next to the entries that you want to delete.
  • (C) Click Delete Selected Type to remove an entry.

Using Customer Types

You can add a customer type to individual customers by navigating to the Sales Module > Customers > Select a customer you want to update > Settings and then following these steps:

  1. Click update.
  2. Select the Customer Type you want from the drop-down menu.
  3. Click Update to save your selection and close the popup window.