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Customers: Managing Customer Types

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Contents

 

Introduction

Within Centegra Plus, all customers are assigned to a customer type.

This is a way of combining customers in the system that are required for different reasons. 

For example, you may have an "Accounts" customer type that holds all customer deposit accounts, and a separate "Staff Cards" customer account that holds staff meal accounts. 

 

Creating Customer Types

To create a new customer type: 

  • Head to Customers & Loyalty > Setup > Customer Types.
  • Select [NEW CUSTOMER TYPE].

In the New Customer Customer Type window, enter:

  • Customer Type Name: Enter a unique name for the customer type. 

The following optional settings can also be defined:

  • Default Customer Orders Price Level^: If the Customer Orders feature is to be used for customers assigned to this customer type, select a default customer order price level.
  • Default Customer Orders Media^: If the Customer Order feature is to be used for customers assigned to this customer type, select a default customer order payment media.
  • Customer Order Enabled: Select this if the Customer Order feature is to be used for customers assigned to this customer type.
  • GL Code: Enter a GL code for sales against customers assigned tot he customer type.
  • GL Code: Enter a GL description for sales against customers assigned tot he customer type.

Then select [SAVE]. 

Note that options marked with ^ override the same setting set at company or site level, but can be overwritten by the same setting set at individual customer level. 

 

Editing Customer Types

Existing customer types can be edited if required. 

To edit a customer type: 

  • Head to Customers & Loyalty > Setup > Customer Types.
  • Locate the required customer type and select [EDIT]. 

Within the customer type, the following can be edited: 

  • Customer Type Name: Enter a unique name for the customer type.
  • Default Customer Orders Price Level^: If the Customer Order feature is to be used for customers assigned to this customer type, select a default customer order price level.
  • Default Customer Orders Media^: If the Customer Order feature is to be used for customers assigned to this customer type, select a default customer order payment media.
  • Customer Order Enabled: Select this if the Customer Order feature is to be used for customers assigned to this customer type.
  • GL Code: Enter a GL code for sales against customers assigned tot he customer type.
  • GL Code: Enter a GL description for sales against customers assigned tot he customer type.

Note that options marked with ^ override the same setting set at company or site level, but can be overwritten by the same setting set at individual customer level. 

 

Searching Customer Types

Access the Customer Types section via: Customers & Loyalty > Setup > Customer Types.

All customer types are shown by default when accessing this section.

If required, you can filter the list to see specific customer types, by using the following filters within the Search panel at the top of the section:

  • Name: Search based on the name of the customer type (or part of).
  • Show Deleted: Specify whether to include previously deleted customer types in search results.

Select [SEARCH], and all customer types which meet your search criteria will be listed.

The customer types list shows the following:

  • Customer Type Name: Displays the name of the customer type.

 

Deleting Customer Types

A customer type can be deleted if no longer required, providing that no customers are assigned to the customer type.

You can only delete a customer type if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

To delete a customer type:

  • Head to Customers & Loyalty > Setup > Customer Types.
  • Locate the required customer type and select [EDIT]. 

Within the customer type:

  • Select [DELETE].
  • Confirm the deletion.

The customer type is now marked as deleted. 

This is a soft delete, so the customer type can be Recovered if required.

 

Recovering Deleted Customer Types

A customer type that has previously been Deleted can be recovered if required.

To recover a deleted customer type: 

  • Head to Customers & Loyalty > Setup > Customer Types.
  • Perform a Search, specifically with the Show Deleted filter set to Yes.
  • Locate the required customer type and select [EDIT]. 

Within the customer type:

  • Select [UNDELETE].
  • Confirm the recovery.

The customer type is now available again.

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