Customer Types are a powerful organizational tool that allows businesses to categorize their customers and generate targeted sales reports based on customer segments. Whether you're distinguishing between retail and wholesale clients, domestic and international markets, or corporate and individual buyers, Customer Types provide the foundation for meaningful sales analytics.

Customer Types serve as a classification system that groups your customers into meaningful categories such as Retail, Wholesale, Corporate, International, or Domestic. This categorization becomes invaluable when analyzing sales performance, as each customer can be assigned exactly one Customer Type that will carry through to all their associated Sales Orders, creating a consistent reporting framework across your entire sales operation.

To create a new Customer Type:

The new Customer Type will be added and will be available to select in Customer records.

Alternatively, new Customer Types can be created when using the Import Customers CSV template. Any Customer Type in the Customer template that does not match an existing Customer Type's name will be added.

Customer Types can be edited as your business needs change:

When you edit a Customer Type's name, the change applies retroactively to all Customers and Sales Orders that previously used that type. This ensures consistency across your historical data.

If a Customer Type has not been used and is no longer needed, it can be deleted. Before deletion, ensure the Customer Type isn't currently assigned to any customers, including those marked as obsolete. Use the View Customers page with filters set to "Obsolete: All" and your specific Customer Type to identify any remaining assignments and update accordingly.

To delete a Customer Type:

If you don't see a bin icon next to a Customer Type, it means that type is currently assigned to a customer record and cannot be deleted.

After a Customer Type's been created it can be assigned to a customer's record to provide useful insights in your sales reporting.

To assign a Customer Type to a customer:

From then on, Sales Orders created for the customer will be automatically assigned the selected Customer Type.

The true value of Customer Types emerges through its reporting capabilities. Customer Types integrate seamlessly with multiple report types, allowing you to analyze performance across different customer segments.

Several key reports can be filtered by Customer Type, providing insights into different aspects of your sales performance:

For businesses requiring deeper analytical capabilities, Customer Types can also be reported on in the advanced business intelligence module BI Vision; unlocking additional reporting dimensions and visualization options for Customer Type analysis.