Creating and Assigning Customer Types

About Customer Types

Customer Types in Lightspeed Retail are a group of tax and discount settings.  Customers can then be associated to Customer Types.  This provides a handy tool for sorting and grouping Customers, managing Discounts, and managing Taxes.

• Examples may include Employees, Friends and Family, or VIP Memberships.

Create your Sales Taxes and Discounts manually in Lightspeed Cloud before performing customer imports. When importing customers Data Tools for Lightspeed Retail allows you to create a new Customer Type or assign an existing Customer Type.

Note: In Lightspeed Retail the Tax Category menu is populated by Sales Taxes.

Creating New Customer Types

To create a new Customer Type, enter the desired name of the Customer Type in the Customer Type column of the Customer Import Template. If desired, you can add an existing Tax Category and/or Discount to their respective columns and these settings will be assigned as the default settings for the new Customer Type.

You may also edit these settings manually later in Lightspeed Cloud.

Assigning an Existing Customer Type

When assigning an existing Customer Type, you do not need to put anything in the Tax Category or Discount columns, simply enter the desired Customer Type in the Customer Type column.