HOW TO: Set up Customer Categories

Navigate to Store Management from the main menu icon  in the top left corner.

• Next, click the Store Profile tile on the left hand navigation.
• Then select the Customer Requirements tab in the middle of the screen

From here you will be able to set up how you’d like to categorize your customers.

• To active or deactivate pre-existing categories click on the category name
  • Deactivating a category means it will no longer be able to assign it to a customer’s profile. Essentially removing it from the drop down options.

Create a New Category

• Click the radio button next to the word ‘Other’
• Name your category
  • To add multiple categories at once click the small + sign
• Click ‘Save’ at the bottom of the page.

To delete (not deactivate) a category you created, Click the ‘x’ next to the category name. If this category is assigned to a customer you’ve created you will be prompted to confirm you want to delete it (see below) as it will remove it from their profile.