How to Edit Existing Customer Categories

Overview:

Customer categories in QNE Cloud Accounting allow you to segment your clients for better tracking, reporting, and targeted business decisions. Whether you need to rename, update, or reorganize a customer category to reflect changes in your customer base or business structure, QNE makes this process straightforward.

Scenario:

You’ve recently reviewed your customer list and realized that some categories are outdated or no longer align with how your business operates. For example:

• The category “Retail Clients” now includes both small shops and large retailers, and you want to split or rename it for more accurate reporting.

• You want to correct a typo in a category name such as “Whloesale” to “Wholesale.”

• You’ve restructured your sales strategy and need to adjust the category naming to reflect new classifications (e.g., “Online Customers” to “E-Commerce”).

In these cases, you don't need to delete or recreate customer records — simply update the existing categories.

Procedure:

Step 1: Access the Customer Category List

• Navigate to Accounts Receivable > Categories.

• Locate the customer category you wish to edit.

• Click on the Category Code to open the record,or use the search bar to quickly find the desired category.
   
  

Step 2: Edit the Customer Category

You can update the following fields as needed:

• Category Code – A unique identifier for the category. 

• Category Name – The label used to describe the category.

• Once changes are made, click OK to save.
  
  

Step 3: Confirm the Update

After saving, the modified category will immediately appear in your customer category list. All customers previously assigned to the category will now reflect the updated details.

Application:

Renaming and Restructuring for Strategic Clarity

As your business evolved, so did your customer base. Initially, all end-users were categorized under “Retail.” Over time, you expanded operations to include both boutique shops and online buyers. To better reflect this shift:

• You renamed “Retail” to “Boutique Clients” to represent your brick-and-mortar clientele more clearly.

• You also created a new category called “Online Sales” to tag your growing e-commerce customer base.

• Later, former walk-in customers were grouped under a new label: “Legacy Clients”, helping to track past client types without affecting current segmentation.

These updates improved internal reporting and allowed your team to tailor sales strategies for each customer segment, such as launching separate promotions for online buyers and boutique store partners.