Customer Types

Customer Types

About Customer Types

Customer Types can be used to group sales reporting by the types of customers you sell to. Every customer that is created can be given a type (i.e. Retail v.s. Wholesale vs Corporate etc.). They can also be used to cover anything that you want to record in line of your business. For example, set up a 'foreign customer' to group all foreign sales, or group 'distributors' and 'retail' customers. If you are importing customer details, including types into Unleashed, then these fields are created automatically. This makes it easy for you to include relevant data in the CSV file prepared in Excel, without needing to visit this System Setting first. You can access the Customer Types menu via the Settings | System | Customer Types.


How to add new customers

  1. Type in the new type on the Customer Type Name field
  2. Click on the Add button
  3. The new customer type has been added, and the dialog appears to confirm the added customer type.


How to edit new customers

Amending an existing customer type.

  1. Select the existing Customer Type from the page
  2. Type in the updated name.
  3. Press Enter on your keyboard to confirm.

If you are importing your customers, assign them a customer type in our template and upon uploading, the customer type is automatically created.


How to remove Customer Types

To remove the type from on-going selection;

  1. Select the customer type line you want to delete.
  2. Click on the Delete icon to remove Customer Type.


Customer Types video tutorial

    • Related Articles

    • Add New Customer

      The Add Customer page enables you to add a new customer. You can also import customers into Unleashed.  Points to Note Ensure that each customer code is unique. Avoid using '0' or '00' at the beginning of your Customer Codes. The customer currency ...
    • Customer Groups

      Customers can be assigned to groups in Vend. This is useful for Price Books and reporting. Customer groups can be imported via CSV by specifying the customer group name under the column heading customer _ group _ name. They can also be created within ...
    • Change Customer Codes

      You can change an individual customer code or a batch of customer codes.  Changing Customer Codes Go to Customers | Change Codes. To update a single customer code Click Single. Enter the old customer code and new customer code details. Click Save. To ...
    • Customer Management capabilities

      Vend has Customer Management functionality available. Functionality includes: Linking sales to a customer account To do this, type the customer name into the 'Customer' field in the current sale screen. You will see the customer name appear. You may ...
    • Adding a customer to Vend

      We offer three ways to create new customers from within Vend, via the Sell Screen, via Customers or via a CSV Import.  We'll cover off creation via the Sell Customers Screen in this article.  For more information on importing customers check out this ...