Business Type

Categorise clients and outlets by their nature of business or trade channel.

Table of Contents

1. 1. Overview
   1. Navigation
2. 2. Data Table Columns
3. 3. Creating a New Business Type
4. 4. Deletion Policy
5. 5. Related Modules

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1. Overview

Business Types classify clients or outlets based on their nature of business or trade channel. This supports targeted sales strategies, reporting segmentation, and client management. Each record contains a name and optional description (e.g., Modern Trade — five star hotels such as Le Meridian, Radisson).

Navigation

📍 Path: Setup → Business Type

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2. Data Table Columns

Column	Description
SL	Auto-generated row number.
Name	Name of the business type (e.g., Modern Trade).
Description	Optional context or examples for the business type.

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3. Creating a New Business Type

Click “New Business Type” in the top-right corner.

Field	Required?	Guidance
Name	Yes *	Name of the business type (e.g., Modern Trade).
Description	No	Brief description or examples (e.g., Five star hotels such as Le Meridian, Radisson).
Is Active	No	Toggle to enable or disable.

💡 Include representative examples in the description to help users correctly classify clients.

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4. Deletion Policy

Blocked if the business type is used in client setup, sales channel configuration, or any referencing module.

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5. Related Modules

Module	Relationship
Customer Management	Clients are classified under a business type during setup.
Sales Management	Sales channels may be segmented by business type.
Reporting	Business type is used as a filter and grouping dimension in reports.