Overview 

Customer Type is similar to Customer Class in that it is a means of categorizing customers. Use Customer Class and Customer Type together to manage your customers more effectively. 

To get started, select Customer Type from the Settings menu. 

Customer Type

Create a Customer Type

To create a Customer Type, click the New Customer Type button in the upper left-hand corner of the screen. 

Give the Customer Type a name in the Customer Type drawer that appears, then click Save. 

Edit a Customer Type

To edit an existing Customer Type, first select the Customer Type from the list on the left-hand side of the Customer Type window. 

Once you've selected the Customer Type you want to edit, make your changes in the information fields on the right-hand side of the screen. 

When you've finished making your changes, click Save. 

See it in Action

Customer Types are assigned to Customers in the New or Edit Customer drawers.