Setting up Customers and Trade Customers

There are different types of customers eg

• Customers - these are standard customers
• Trade Customers - these are special customers who you can turn on extra features for

To view the different lists of customers, hover over the ACCOUNTS menu bar as follows:

Standard Customers

You can ADD or UPDATE customers in Customers , simply Add New Contact

Note that when customers register with your website, they are automatically added as Customers

Trade Customers

For trade customers, when you click UPDATE, you will see an extra tab called Trade which will have extra settings that you can turn on for that customer.

Converting a standard customer into a trade customer - and vice versa

To convert a standard customer into a trade customer, just click UPDATE beside the customer and check this box and click Save.  The customer will then automatically move into the standard customers list:

To reverse this, just click UPDATE beside the customer under the trade customer listings and uncheck the checkbox and click Save and they will move back into the standard customers list.