Customer Types are a great way to categorize your Clients for reporting & pricing purposes.
In this article:
Create Customer Types
Navigate to:
Setup > More > Customer Types
Select New Customer Type
💡Select Edit or Destroy to make changes to any existing Customer Types
Enter a name (e.g., Residential or Commercial)
Select Create Customer Type
Using Customer Types
Navigate to:
Clients > All Clients
Click Edit next to a Client
Navigate to the Advanced tab
Select the Customer Type from the dropdown
Click Update Client
Additional Notes
Customer Types can be used with SingleOps' Quantity Based Pricing feature. You can find more information in the Quantity Based Pricing article.
The SingleOps Report Catalogue includes a Sales by Customer Type report