How to configure Customer Category in ADempiere Retail?

This means recording whether a customer is an Institutional (e.g., company, organisation) or a Retail (individual walk-in buyer) customer in the system. This classification helps in pricing, reporting, tax handling, and business strategy.

User Access

Who Can Access

• Cashier
• Admin
• Manager
• Back office

What User Can Do

• Set the institutional and retail customer

Pre-Requisite Activities

• Customer master screen must include a field for Customer Type
• System should have pre-defined values like:
• Institutional
• Retail
• Users must be trained to correctly select customer type at entry

Business Rules

• Customer type must be mandatory during creation
• Institutional customers may require:
  • Additional fields like GSTIN, PAN, credit terms
• Retail customers may have simplified billing (e.g., cash & carry)
• Pricing, discounts, and promotions can vary based on customer type
• Customer type should be visible in sales and reports

User Interface

Step 1: Select ‘Customer’ in Menu-> Business Partner Rules -> Customer or Search Customer in Lookup.