1. Navigate to “Industry” #

1. Log in to your back-office.
2. Expand Customers in the purple sidebar.
3. Select Industry.
4. The page shows the All Industries table and a purple + Add button (top-right).

2. Why Use Industry Tags? #

• Segment customers by market sector (e.g., Restaurant, Retail, Education).
• Tailor price lists or promotions to specific industries.
• Filter CRM or report data for targeted campaigns.

3. Add a New Industry #

1. Click the purple + Add button.
2. Enter the Name (e.g., “Hotel”, “Catering”).
3. Click Save. The new industry appears in the list with:
   • Created By – your username
   • Date – timestamp of creation

4. Edit or Delete Industries #

• Edit
  1. Click the blue Edit button for that row.
  2. Change the name, then click Update.
• Delete
  1. Press the red Delete button.
  2. Confirm the prompt. (Deletion blocked if customers are linked.)

5. Link an Industry to a Customer #

1. Go to Customers ➜ List Customers.
2. Open Edit on a customer.
3. Select the industry from the Industry drop-down.
4. Save the customer record.

6. Table Tools & Shortcuts #

• Search: Top-right box filters industries by name.
• Show Entries: Change page size via dropdown.
• Export & Print: Buttons let you export to CSV, Excel, PDF or Print.
• Column Visibility: Hide Created By or Date if not needed.

7. Troubleshooting #

8. Best Practices #

• Keep names singular and concise (e.g., “Healthcare”, not “Healthcare Clients”).
• Review and merge duplicate industry names to keep data clean.
• Export the list each quarter for strategic planning.

9. Done! 🎉 #

You now know how to create, edit, delete and leverage industries to segment your customer base effectively. Happy categorising!