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Creating Customer Types

Updated over 3 weeks ago

If you would like to categorize your customers - e.g., residential, commercial, designer, etc., this can be done by creating Customer Types. Once you have created a customer type, you can pick the customer type when adding a new customer.

  1. Click the Menu icon

  2. Expand the Point of Sale menu

  3. Click on the Customer Inquiry menu

  4. Click the +Type button

5. Click the +Customer Type button

6. Enter a name

7. Click the Save button

Note: You can make the Customer Type a required field by going to Point of Sale > Settings > General tab and checking the box to Require Customer Type

For existing customers, you will need to update the customer type. For new customers, you will see the customer type options and if it is required, you will be prompted to pick a type.

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