Customer Categories

This page describes the Customer Categories setting in the Sales Ledger and in the CRM module.


The Customer Category is a means of classifying and organising Contacts (usually Contacts that are Customers). By assigning Contacts of a similar nature to a Customer Category, you can ensure those Contacts will use the same Price List, Discount Matrix, Down Payment Percentage and Debtor and Creditor Accounts, saving you the work of having to specify these for each Contact individually. Defining and assigning Customer Categories also makes modification easier: if you need to change the Price List, for example, you only need make one change (to the Customer Category), rather than many (to each of the Contacts). If necessary you can of course specify any of these attributes in an individual Contact record: this will take precedence over the attribute specified in the Customer Category.

Assigning Contacts to Customer Categories can also help with reporting. Many reports in Standard ERP allow you to list Contacts belonging to a particular Customer Category.

If you need every Contact that is a Customer to be assigned to a Customer Category, select the Require Customer Category option in the Contact Settings setting. You can also specify a Default Customer Category in the same setting: this will be copied to each new Contact record.

The Customer Categories setting is in the Sales Ledger and in the CRM module. To work with Customer Categories, first use the [Switch Module] button in the Navigation Centre to change to either of these modules. Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre and double-click 'Customer Categories' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Customer Categories' in the 'Settings' list. When the 'Customer Categories: Browse' window opens, select 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android) to open a new record, or double-click or tap an existing record to modify it. When the record is complete, click the [Save] button or tap √ to save changes and close it using the close box or by tapping <. Click the close box or tap < if you don't want to save changes.

Please follow the links below for details about each card in the Customer Categories window:

Settings related to Contacts:

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