Business vs private customers

Understand the difference between business and private customers and how to filter between them.

customerscustomer-types

Every customer is either a Business Customer or a Private Customer. The type decides which details you record and makes reporting and marketing easier.

What's different

Private Customer Business Customer
Main fields First Name, Last Name, Gender, Date of Birth Company Name, Contact Person
Typical use Walk-in and online shoppers (B2C) Companies you invoice (B2B)
Shared fields Phone Number, Email, Address, Notes Phone Number, Email, Address, Notes

Steps to switch or filter

  1. Set the type on a record. When adding or editing a customer, use the Customer Type field to choose Private Customer or Business Customer. Switching clears the fields that no longer apply.
  2. Filter the list. On Customers → Customers, use the Customer Type filter and choose All Types, Private, Business or Incomplete Registration.
  3. Use the summary cards. The cards along the top (Business, Private, Incomplete) give you a quick count of each type.

Good to know

Incomplete Registration customers are partial sign-ups (often from online ordering) that are missing required details. Filter to Incomplete Registration to find and complete them.

Tip: Choose the correct type from the start — it keeps your customer counts and sales reports accurate.

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