Create customer types to group customer records, require a company name for selected types and optionally apply a default discount.
Before you start #
- Decide which customer categories your team needs, such as retail and trade.
- Create any customer discounts first if you want to set a default discount on a type.
Open Customer Types #
Go to Settings → Customer Types under Customers.
Add a type #
Choose Add Customer Type.
Set the type details #
Enter the required Customer Type Name. Optionally select a Default Discount and turn on Company Name Required if customers in this category must provide a company name.
Save the type #
Choose Save Customer Type.
What happens next #
The customer type becomes available for customer records and appears in the Customer Types settings list.
Common questions #
Can I set a different default discount for a type?
Yes. Choose a default discount when you create or edit the customer type.
Can I require a company name for every customer?
Set Company Name Required on the customer type where that requirement applies.
Related guides #
Customer Settings: Discounts · Customer Settings: Referral Methods
Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.
