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.
Amending an existing customer type.
- Select the existing Customer Type from the page
- Type in the updated name.
- Press Enter on your keyboard to confirm.