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
- 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.
- Filter the list. On Customers → Customers, use the Customer Type filter and choose All Types, Private, Business or Incomplete Registration.
- 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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