Understand customer types

Learn when to use All, Sales, or Purchases for a customer.

About 1 minute Updated September 12, 2026

In this guide

What customer types mean
Choose a customer type
Manage the type later

1. What customer types mean

All is for a relationship where you may record both sales and purchases. Sales is for a customer you only sell to, and Purchases is for a supplier you only buy from.

SalesDocks English Add Customer screen with All, Sales, and Purchases transaction types highlighted — All, Sales, and Purchases describe the transaction directions allowed for the customer.

2. Choose a customer type

On the Add Customer screen, tap the transaction type and choose All, Sales, or Purchases. Choose All when the relationship may include both sales and purchases.

SalesDocks English Add Customer screen with Sales selected from the transaction type options — Choose the type that matches how you trade with the customer.

3. Manage the type later

Customer lists and balances use the selected transaction type to organize your work. If the relationship changes, edit the customer and review the type again.

SalesDocks English customer list showing All, Buyer, and Seller badges with receivable and payable balances — Review the customer type together with receivable and payable balances in the list.