Configuring Customer Types

Not every customer is the same. A government department, a walk-in individual, and a reseller you sub-rent through all behave differently — in how you bill them, how you talk to them, and how you report on them. Customer Types let you tag each customer with the category that fits, so your team picks the right one at create time and your lists and reports stay organized.

Rentablez ships with three built-in system types and lets you add as many custom types as your business needs.

Why Configure Customer Types?

• Consistent categorization — everyone on your team chooses from the same list instead of typing free-form labels.
• Cleaner reporting and filtering — customer lists and views group naturally by type.
• Fit your business — add types like Government, Reseller, or NGO that match how you actually operate.

Managing customer types is a settings action and requires the settings.write permission. Without it, the Add Customer Type button and the row actions are disabled.

Where to Find It

Navigate to Settings → Customer Types (/settings/customer-types). The page shows a table of every type your organization has, with columns for the type name, its Status (Active or Inactive), and whether it is a System or Custom type.

System Types vs. Custom Types

There are two kinds of customer type, and they behave differently.

The three system types — Company, Individual, and 3PL — are always present and cannot be edited, disabled, or deleted.

The built-in 3PL type is designed for third-party logistics customers and automatically captures end-client details on the customer record. This behavior is tied to the 3PL system type — it is not something you turn on for custom types.

Add a Custom Customer Type

1. Go to Settings → Customer Types.
2. Click Add Customer Type (top-right).
3. In the dialog, enter a Name — for example, Government, Reseller, or NGO (up to 100 characters).
4. Leave Active checked so the type appears in the customer create screen. Uncheck it if you want to add the type but not offer it yet.
5. Click Save.

Your new type appears in the table immediately, marked as Custom.

Edit a Custom Type

Click the type’s name in the table (it appears as a link for custom types). The Edit Customer Type dialog opens with the same Name and Active fields. Make your changes and click Save.

System types are not clickable and cannot be edited. If you try to edit one, Rentablez shows a message that system customer types cannot be changed.

Enable or Disable a Type

Each custom type has a status toggle in the Actions column:

• Disable — hides the type from the customer create screen so no new customers can be assigned it. The status changes to Inactive.
• Enable — makes an inactive type available again. The status changes to Active.

Disabling is the safe way to retire a type you no longer use for new customers, without touching customers who already have it. Only active types appear in the dropdown when creating or editing a customer.

Delete a Custom Type

To remove a custom type entirely, click Delete in its Actions column and confirm in the dialog.

Existing customers are not changed. Deleting a type does not reassign or clear customers who already use it — it only removes the type from the list of choices. If you simply want to stop offering a type, prefer Disable over Delete.

Finding a Type

If your list grows long, use the Search customer types… box above the table to filter by name.

Related Articles

• Application Settings
• How to Set Customer Discount Limits?
• Managing Users
• Configuring Roles & Permissions