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Add a Customer Type

Edit or delete a Customer Type

Reports with Customer Types

Customer Types tutorial video

Customer Types can be used to group sales reporting by the types of customers you sell to i.e. Retail,  Wholesale, Corporate, International or Domestic customers etc. Every customer created in Unleashed can be allocated one Customer Type, in the Customer's Details tab, which will then be allocated as a reportable detail to the subsequent Sales Orders made for each customer. 

Add a Customer Type

Customer Types can be created in Unleashed either in the Customer Types setting page or via the Import Customers template.

NOTE: Customer Type names must be unique.

To create a Customer Type directly in Unleashed:

1. From Unleashed's main menu, go to Settings, System and select Customer Types. 
2. Enter a name for the Customer Type in the *Customer Types field.
   NOTE: Do not use commas in the Customer Type's name.
3. Click Add. 

To create a Customer Type and allocate them to Customers in bulk:

1. From Unleashed's main menu, go to Customers and select Import/Export.
2. In the Export dropdown menu select Customers. 
3. In the pre-populated Import Customers CSV template enter the new Customer Type in the "Customer Type" column for each Customer's row, see Import Customers field definitions.
4. Return to the Customers Import/Export page, select the Customers tab and upload the Customers CSV template.
5. Upon import:
   • If the Customer Type's name matches an existing Customer Type in Unleashed it will be allocated to the appropriate customer records.
   • If the Customer Type's name does not match an existing Customer Type, a new Customer Type  will be created and allocated to the appropriate customers.

Tip: See Data Import checklist and Troubleshooting Import Errors for more details on using import templates.

Manage Customer Types

Once a Customer Type has been added, it's name can be edited at any time. Any changes made to the name will apply immediately to any customer record it has been allocated to and will update for all historic transactions too.

To edit a Customer Type's name:

1. From Unleashed's main menu, go to Settings, System and select Customer Types.
2. Click on the existing Type Name and the field will become editable.
3. Make the appropriate changes to the name and click away from the field to save the changes.

To delete a Customer Type:

1. Ensure the Customer Type being deleted is not currently allocated to any customers, including obsolete customers.
   Tip: Use the View Customers page, filtered for Obsolete: All and the Customer Type to locate and update any customers currently saved with the type.
2. From Unleashed's main menu, go to Settings, System and select Customer Types.
3. Click on the bin icon on the right hand side of the Customer Type's row to delete it.

Reports with Customer Types

Use the reports, enquiry and view pages in Unleashed to review your customers' performance and transactions by Customer Types. 

Customer Types is also available in BI Vision (pay-to-use module).

Reports that can be filtered by Customer Type

From Unleashed's main menu, go to Reports, Sales and any of the following reports can be filtered by Customer Type:

• Margin Enquiry
• Unit Sales Enquiry
• Quote Enquiry
• Sales Enquiry
• Backorder Enquiry
• Invoice Enquiry

Customer Types tutorial video