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LIVE UPDATED · 12 JUN 2026 · 1 MIN READ

Customer types explained

Retail, Wholesale and Distributor classify how you trade with an account. Type is a required label for segmentation, separate from pricing.

Every customer carries a type (Retail, Wholesale or Distributor) that classifies how you trade with them. It's a required field, and it lets you segment the list, report by channel and pair the account with the right pricing.

Choosing a customer type on the create form

What do the three types mean?

  • Retail — individual end buyers paying at or near list price. The default for new customers.
  • Wholesale — businesses buying in bulk to resell, usually on a tier discount and often on payment terms.
  • Distributor — larger trade partners on your deepest discount, typically with higher credit limits.

At Brightleaf Goods Co., a homeowner buying one planter is Retail, a local garden shop reselling your range is Wholesale, and a regional supplier stocking dozens of stores is a Distributor.

Is the type the same as the discount?

No. Type is a label for segmentation; the price tier is what actually applies a discount. Pair them so a Wholesale customer also sits on a wholesale tier, otherwise the label is set but the pricing isn't.

Tip. Filter the customer list by type to pull a clean segment, such as every Distributor, for a price review or a targeted export.

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