Customer Types are the primary categorization for customer records and are also used to assign discount levels. Creating saved searches, target recipient groups for campaigns and sales reports based on customer types is a powerful way to segment a database into different groups.
Permission Required: To access the customer tools, your user account must be enabled with two permissions:
1.) Primary access to the Admin Control Panel menu, and
2.) The permission to access the main menu for Customers.
Contact your eCellar User Manager for assistance.
Every database is built with two default customer types: General Consumer and Wine Club. These can be renamed, but not deleted. Additional types can be created for various discount levels offered and customer identification.
Add a Customer Type
Create and manage customer types in the Admin Control Panel (ACP) by navigating to Customers > Types. The table of existing customer types will display. Note: The columns for Allow Checks, Allow PO, No Tax and No Shipping a pre-built for the wholesale module which is not yet released.
To add a new customer type, click [add a new customer type]
Name the new Customer Type then click submit to save.
Edit Customer Types
To change an existing customer type, click the edit-pencil to change the name. Changing an existing customer type will also update all associated customer records.
Delete Customer Types
To delete a customer type, use the trash-can icon. A customer types can only be deleted if there are no associated customer records. Customer Type IDs 1 and 13 should also never be deleted because these are default types created with every database and are linked to external functionality like signup forms on your website. The default customer types of General Consumer and Wine Club can be renamed to suit your business preferences.