Customer Classes
Customer Classes are a catalog you use to group your customers by type or segment (for example: "Wholesalers", "Retailers", "Government", "VIP"). Each Customer can be assigned a class from its record, and that class then lets you filter reports, target promotions and campaigns, and organize budgets by customer segment.
What is it and what is it for?
It's a simple catalog: each record is a required, unique Name, with an optional reference Accounts Receivable Account and free-form notes.
Once you create a Customer Class, it becomes available on the Customer Class field of every Customer's record. That way you can, for example, mark one group of customers as "Wholesalers" and another as "Retailers", so you can then:
- Filter and group reports and account statements by class.
- Target Offers/Promotions pricing at customers in a specific class.
- Segment CRM Mail Campaigns by customer class.
- Use the class as a dimension when building Budgets.
How to use it
- Open the catalog. Go to the Customer Classes list, where you'll see every class you've already created, sorted by name.
- Create a new class. Use the add button, type the name and, if you want, pick a reference Accounts Receivable ledger account and add notes.
- Save. AdmCloud checks that the name isn't empty and that no other class already uses the same name.
- Assign it to a customer. Open a Customer's record and pick the class on the Customer Class field.
- Review or edit an existing record. Click the name on the list to see its read-only detail, and use the edit button if you need to correct the name, the linked account or the notes.
Main capabilities
- Alphabetically sorted list, with a read-only detail screen per record.
- Link a reference Accounts Receivable ledger account to the class, if your company uses it for review or reporting purposes.
- Works as a filter and dimension in reports, Budgets, Offers/Promotions and CRM Mail Campaigns.
- Separate permission levels for browsing, adding, editing and deleting, controlled by the user group.
Key fields
| Field | What it is for |
|---|---|
| Name | Identifies the Customer Class. Required, can't exceed 200 characters and can't repeat. |
| Accounts Receivable Account | Optional reference ledger account associated with the class. |
| Notes | Optional free text to clarify the class's use or scope. |
Validations when saving
- Name is required and can't repeat between Customer Classes.
- The name can't exceed 200 characters.
Deleting
A Customer Class can't be deleted while it's in use: AdmCloud checks whether any Customer, Budget, Offer/Promotion or CRM Mail Campaign has it assigned, and shows you the list of records using it so you can assign them another class (or none) before trying to delete it again.
Availability, plans and conditions
- This feature is available from the Standard plan up (Standard, Premium, Premium Plus, Premium Plus Payroll and Enterprise). It is not available on the Billing, Start or Basic plans. If it isn't available on your plan, the screen shows a "not available on this edition" message. If you need it, contact your AdmCloud account executive to upgrade your plan.
- To view, create, edit or delete records you need the "Customer Classes" permission (AR module) at the matching level (View, Add, Edit or Delete).
Tips and common mistakes
Think in segments, not individual customers. Classes like "Wholesalers", "Retailers" or "Government" are more useful long-term because they group many customers and let you target reports, promotions and campaigns at the whole segment at once.
"A record with that name already exists". This message appears if you try to create or rename a class with a name already used by another record in the catalog; pick a different name.
You can't delete it while it's in use. Before deleting a Customer Class, check the error message: it tells you which customers, budgets, offers or campaigns have it assigned, so you can assign them another class first.