Customer Categories
Organize your customers into groups using categories like Retail, Wholesale, or Distributor for easier filtering and reporting.
Categories let you organize your customers into groups — for example by channel type (Retail, Wholesale, Distributor) or by region.
Setting up categories
Go to Settings → Customers
Find the Customers section in your account settings.
Add a category
Under Categories, click Add Category, enter a name, and save.
Categories you create here become available in the customer form and as filter options in the customer list.
Assigning a category
When creating or editing a customer, select a category from the dropdown in the customer form.
Filtering by category
On the Customers list, use the column controls or filter options to narrow the list to a specific category.
Categories are account-specific — each Caska account manages its own list.
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