Organize Your Client Base with Precision #
The Customer Categories module helps businesses classify customers efficiently based on pricing, type, and property. This segmentation allows for tailored pricing strategies and targeted customer relationship management—ensuring smoother operations across your wholesale platform.
To Navigate / Steps – Customer Categories #
To manage customer classifications:
- Go to the Wholesale tab.
- Under Customer Infos, click on Customer Categories.
- The category data will appear in a list format.
- Right-click on the product area to access options such as Add Customer Category.
Customer Categories Tab – Functional Overview #
The tab provides a searchable, filterable list of all defined customer categories.
Search Filters Include: #
- Search by Name
- Search by Code
Displayed Category Information: #
- Name
- Code
- Price Rate (%)
- Type
- Customer Property
- Description
Adding a New Customer Category #
When you select Add Customer Category, a detailed entry form will appear.
Required & Optional Fields: #
- Category Name (Required)
- Category Code (Required)
- Price Rate (%) (Required)
- Type
- Customer Property
- Category Description
This setup allows you to create distinct categories aligned with business pricing models and customer behaviors.
Why Use Customer Categories? #
- Streamlined Pricing Management – Apply percentage-based price rates by customer group.
- Targeted Sales Strategy – Adjust offers and services based on customer category.
- Simplified Reporting – Easier filtering and sorting in sales analysis by customer type.
- Enhanced Organization – Better structure and clarity in handling a growing client base.
The Customer Categories module is a cornerstone of intelligent customer management in wholesale operations. By grouping clients based on key traits and applying structured pricing, businesses can boost efficiency, maintain consistency, and enhance customer satisfaction. Whether you’re managing hundreds or thousands of clients, this feature ensures you’re always one step ahead in client organization.
