» About customer types

Customer types let you categorize customers in Paladin Point of Sale. You can assign these types to your customer accounts in the Customers module. Paladin Point of Sale provides a default set of customer types, and you can define your own (except for Ace Hardware stores which must use the default set.).

Many reports provide business statistics by customer type, including the Transaction Report and the Comparative Revenue Reports. Customer types only appear in the Customers module and reports. The default customer types are listed below the KBA table.

To learn more, click the title of a Knowledge Base article (KBA).

KBA Title	Area
How to setup and manage user-defined customer types	Setup
How to add a customer type to a customer account	Customers
How to create the Customer File Export Report	Reports
How to create the Customer Sales Ranking Report	Reports
How to view transactions for a customer type in the Transaction Report	Reports

Default customer types

Employee
Farm/Agriculture
Healthcare
Homeowner/DIY
Manufacturer
Municipality/Government
Non-profit Organization
Other Contractors
- Electrical Contractor
- Painting Contractor
- Plumbing/HVAC Contractor
- Landscaping/Irrigation Contractor
Other Business
Property Management
Religious Organization
Restaurant
Retail Business
School/Education
Service Industry
Store Use

*Content is subject to change. For the most recent version, visit the Help Portal.

Printed on: 9/23/18