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What is a customer type and how do I change it?

Customer types can be setup for a heap of reasons: customer restrictions, shipping and payment calculations, we even have an optional nifty sales rep ordering module that utilises them. 

If you have these activated, it's important for you to know how to change these in the admin area. Let's take a look:


How do I change a customer type for my customer?

1. Login to the admin area

2. Select Customers > View Customer List in the left hand menu

3. Here you can find the customer you would like to change the customer type for. You can select them directly in the list or use the search box at the top.


4. Scroll down the page to the Account Setup area

5. You will see the Customer Type drop down, here you can select the customer type

6. Click Save

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