Smart Types allow a way to define a user's primary group classification on a site primarily for reporting purposes currently, e.g. if a user is in multiple groups such as 'wholesale' and 'trade', you can use the smart types system to put them into the 'trade' group as their primary group and thereby avoid counting them in both 'wholesale' and 'trade' in revenue reports. 

Example

  • You have 3 trade groups with different discounts: Trade 5%, Trade 10%, and Trade 15% > Smart Type: TRADE
  • You have 2 wholesaler groups with different discounts: Wholesale 20%, Wholesale 30% > Smart Type: WHOLESALE
  • You have 'retail' customers who buy off the web at normal RRP > Smart Type: Retail
  • If a user is set into 2 or more groups then you can drag and drop Smart Types into the order which determines their final Smart Type 

On the user record and in Prospect Manager it will display their calculated Smart Type. 

Example: This user is in the 'Retail ' Smart Type

Setup


  • Go to Admin > User Smart Types and add your Smart Types
  • Go to User Groups and select the Smart Type this group falls into


In Reports you can also run reports for Smart Types in Order Information Reports & Report Builder.


Designers & Developers - Smart type template tag access
There is a template tag available to allow access to the "smart type" of a user which lets the code know if the user is a Retail user or another type such as a Dealer. You could add these to the order/invoice or PO documents if you wish to identify the type of user (for example to send out coupons/flyers for promotions for retail customers).

Here are some examples:


Retail only: { % if not user.is_logged_in or user.smart_type == 'Retail' % } ... { % endif % }
Dealer or trade only: { % if user.smart_type == 'Dealer' or user.smart_type == 'Trade' % } ... { % endif % }