How to Create New Customer Categories

Overview:

Customer categories in QNE Cloud Accounting help you organize your client base into specific groups—such as Retail, Wholesale, or Key Accounts—for better management and reporting. Categorizing customers allows you to segment your audience, streamline communications, and generate targeted reports, ultimately improving efficiency and decision-making.

Scenario:

Your business has started serving different types of customers, including both retail and wholesale clients. To better analyze sales performance and apply differentiated strategies, you want to create and assign customer categories in QNE Cloud Accounting. This will help you quickly group and manage customers based on their categories.

Procedure:

Step 1: Access the Customer Categories and Add a New Entry

• Navigate to Accounts Receivable > Categories.

• Click the Add button to open the new customer category form.

Step 2: Enter Category Details

Fill in the following required fields:

• Category Code – Unique identifier

• Category Name – A descriptive label (e.g., Retail Clients, Wholesale Clients)

• Click OK to store the new category

Step 4: Confirm the New Category

• Once saved, the new customer category will automatically appear in the category list.

• It will also be available for selection when creating or editing customer records.

Application:

Imagine you're managing the customer base of ABC Distributors, and you're introducing two new customer types: Retail and Wholesale.

To set this up:

• Go to Accounts Receivables > Categories.

• Click Add and enter:

• Category Code: RET

• Category Name: Retail Clients

• Click Save, then repeat the process to add:

• Category Code: WHOLE

• Category Name: Wholesale Clients

Now, when you create or edit customer profiles, you can assign them to the appropriate category. This makes it easy to generate reports filtered by customer categories.