Set up customer types

Open customer types

1. Go to the left navigation panel.
2. Click Sales.
3. Open Customers.
4. Click Add Customer Type.

The customer types page opens. It shows existing types with a search box and a records per page selector, and Add New Customer Type at the top.

Add a type

1. Click Add New Customer Type.
2. Enter the Customer Type name. This field is required.
3. Enter the Discount Percentage. This field is required.
4. Click Save Customer Type.

Reset clears the fields without saving.

Once saved, the type is available immediately when you create or edit a customer.

How to plan your types

Start from the groups you already price differently. Common ones are retail, wholesale, trade, institutional and staff. Create only the few you actually use, not one per customer. A type is useful because you can report on the whole group.

Set the discount percentage to the rate you really give that group. A type with zero discount is still useful: you can use it to group retail customers in reports without changing prices.

How types behave

• A type is reusable across as many customers as you like.
• The discount percentage can be applied in sales logic where system rules allow it.
• A new type is available immediately.
• Types are used to group customers and to control pricing.

Where the discount is actually applied

A customer type carries a discount, but two other settings decide whether it can take effect on a document.

The product’s discount mode comes first. A product set to No Discount has the discount field locked on every sales order and invoice, whoever the customer is. Use it to protect your margin on specific products.

The user’s role comes second. A role carries an Allow the role to provide discount toggle, set under Configuration, then User roles and permissions. A user whose role does not allow discounts cannot apply one.

Together, these three settings decide who gets what price, so the price does not depend on bargaining at the counter.