When to use this: Use this guide to set a default discount for each customer category (Retail, Doctor, Staff, Wholesale…) so it auto-applies the moment that type of customer is picked at billing.
Opening Customer Types
- Click Settings (gear icon at the bottom of the left sidebar).
- Select People & Access → Manage Customer Types & Discounts.
Managing customer types
- 2 is the line that explains the whole screen: Default discounts auto-apply at billing based on the customer's type. The default type (★) is used for walk-in / no-customer bills.
- 3 — each type shows its name and its Default discount %.
- 4 — the ⋮ menu on any type: Edit its name and discount, Set as org default, or Deactivate it. Deactivating retires a type without deleting it, so past bills keep their history.
- 5 — Add Type (bottom right) creates a new customer category with its own name and default discount.
The org default (★)
One type can carry a ★, marking it the org default — the discount a bill starts on when no customer is picked (a walk-in). Use Set as org default on the ⋮ menu to move the star.
In the picture above no type carries the star yet, so walk-in bills get no automatic discount. If you want walk-ins to have one, set the star on the type you want.
A discount set here fills in automatically the moment a customer of that type is selected during billing — the cashier can still adjust it on the bill if their role allows discounts. See CUST-04 for the billing side and how to assign a type to a customer.