Private vs Business Customers
Understand the differences between private (B2C) and business (B2B) customer records, and what changes in the Customers list and Customer Detail view for each type.
The In-Store App recognises two customer types: Private (B2C) and Business (B2B). The type is determined when the customer account is created in Omnium and cannot be changed from the app. Both types share the same search, filtering, and order-history capabilities, but differ in which fields are available and which features apply.
The Customers list
The Customers screen has two tabs — Private Customers and Business Customers — showing each type in its own list. On narrow screens the tab labels shorten to Private and Business.
Each tab has its own search bar. The placeholder text reflects the active tab:
- Search private customers… — on the Private Customers tab
- Search business customers… — on the Business Customers tab
Searching, filtering, and pagination work identically on both tabs.
Private customer cards
Each card in the private customers list shows:
| Element | Description |
|---|---|
| Name | First name and last name (or full name if split names are not available) |
| Customer ID | The customer's identifier |
| Phone | Phone number, if set |
| Email address, if set | |
| Created / Modified | The creation and last-modified dates, shown side by side |
Business customer cards
Each card in the business customers list shows:
| Element | Description |
|---|---|
| Name | Company name |
| Customer ID | The customer's identifier |
| Phone | Phone number, if set |
| Email address, if set | |
| Created / Modified | The creation and last-modified dates, shown side by side |
Customer Detail differences
Opening any customer from either list takes you to the Customer Detail view. The layout and tabs are the same, but certain sections are exclusive to one type.
Private customers only
Customer Club
The Customer Club card appears on the Overview tab for private customers only. It shows membership status, the current point balance, and a breakdown of earned, reserved, used, and expired points. Staff can enrol a private customer and remove their membership from this card.
Business customers do not have Customer Club membership and the card is not shown for them.
Gender and date of birth
The Contact Information card for private customers includes:
- Gender
- Birth Date
These fields are not present on business customer records.
Related Business Customers
A private customer may be linked to one or more business accounts. When this is the case, a Related Business Customers card appears on the Details tab, listing each associated business. Tap any entry to open that business customer's detail view.
This card is not shown for business customers.
Business customers only
Tax ID
The Contact Information card for business customers includes a Tax ID field showing the organisation's tax identification number. This field does not appear for private customers.
Shared across both types
The following sections appear for both private and business customers when the relevant data is present:
| Section | Tab | Description |
|---|---|---|
| Contact Information | Overview | Core identifying fields (name, customer number, phone, email, tags) |
| Address | Overview | Primary address on record |
| Additional Addresses | Overview | Extra addresses, each expandable to a full-detail dialog |
| Stores | Overview | Linked stores or market |
| External IDs | Overview | Identifiers from external systems |
| Sales Person | Overview | Assigned sales person ID |
| Customer Details | Overview | Free-text notes or description |
| Statistics | Statistics tab | Purchase metrics, charts, and returns data |
| Customer Groups | Details tab | Group memberships used for pricing and promotions |
| Properties | Details tab | Custom key–value attributes |
| Orders | History tab | All orders linked to this customer |
| Carts | History tab | All carts linked to this customer |
Quick reference
| Feature | Private | Business |
|---|---|---|
| Customer Club | Yes | No |
| Gender / Birth Date | Yes | No |
| Related Business Customers | Yes | No |
| Tax ID | No | Yes |
| Contact Information | Yes | Yes |
| Address | Yes | Yes |
| Statistics | Yes | Yes |
| Customer Groups | Yes | Yes |
| Order & Cart History | Yes | Yes |