How to organize your clients: Categories

  • Clients
  • How to organize your clients: Categories

STEL Order allows you to create and configure client categories, which will help you organize them and bundle them together accordingly.

These act as groups or types that help filter through all of your clients, this makes it much easier to locate what you are looking for when going through your client list.

client categories

How to organize clients into categories

Take the following steps to organize your clients into categories:

  1. Open the desired client page in STEL Order.
  2. Choose a category type in the [Client Category] field.
  3. Click [Save].

Please note that client category types need to be created beforehand so they can be selected.
To find out how to create and edit client categories, please visit the following help center article about creating and personalizing client and supplier categories.