Customers & Loyalty
Customer Types
Group your customers by why you hold them, such as deposit accounts or staff meal cards.
Can't find what you need? Contact Cinchio:
About
Every customer in Cinchio Back Office belongs to a customer type. Customer types group together customers you hold for the same reason.
For example, you might have an Accounts type for customer deposit accounts, and a Staff Cards type for staff meal accounts.
How customer order settings are applied
Company and site
The starting defaults.
Customer type
Overrides the company and site defaults.
Customer
Overrides the customer type, for one customer.
Ready to start?
Go to the Create tab.
Create
Add a customer type to group your customers.
Steps
1
Start a new customer type
Go to Customers & Loyalty > Setup > Customer Types and select NEW CUSTOMER TYPE.
2
Fill in the details
Enter a unique Customer Type Name. You can also set:
The default price level for Customer Orders, for customers of this type.
The default payment media for Customer Orders, for customers of this type.
Tick if customers of this type can use Customer Orders.
A GL code for sales to customers of this type.
A GL description for sales to customers of this type.
Where the defaults fit in
The two Default Customer Orders settings here override the company and site settings, but are overridden by settings on an individual customer.
3
Save
Select SAVE.
Customers can now be assigned to the type.
Edit
Change a customer type's name or settings.
Steps
1
Open the customer type
Go to Customers & Loyalty > Setup > Customer Types and select EDIT against the customer type.
2
Make your changes
Change any of:
- Customer Type Name
- Default Customer Orders Price Level
- Default Customer Orders Media
- Customer Order Enabled
- GL Code
- GL Description
Where the defaults fit in
The two Default Customer Orders settings here override the company and site settings, but are overridden by settings on an individual customer.
3
Save
Select SAVE.
The customer type is updated.
Search
Find customer types by name.
Shown straight away
When you open Customers & Loyalty > Setup > Customer Types, every customer type is listed.
Searching
Use any of these filters in the Search panel at the top, then select SEARCH:
All or part of the customer type's name.
Whether to include archived customer types.
What's shown
The customer type's name.
Archive
Archive a customer type you no longer need. It isn't permanently deleted, so you can restore it.
You can only archive a customer type if
You have delete rights
If you don't but think you should, find out how to get access.
No customers are assigned to it
Move its customers to another type first.
What do you want to do?
Archive a customer type
1
Open the customer type
Go to Customers & Loyalty > Setup > Customer Types and select EDIT against the customer type.
2
Archive it
Select DELETE and confirm.
The customer type is archived.
Restore an archived customer type
1
Find the customer type
Go to Customers & Loyalty > Setup > Customer Types and search with Show Deleted set to Yes.
2
Restore it
Select EDIT against it, then UNDELETE and confirm.
The customer type is available again.