--- title: "Customer Segmentation" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31100286/Customer%20Segmentation" format: markdown --- Message from Mitre 10: Part of our trade initiative requires the stores to segment their customers based on a set of codes that we have sourced from HIA and ABS. The Mitre 10 Trade Action Group have signed off the initiative to have stores categorise their customers and then for the customer data and the customer segment to be sent to Mitre 10 as part of scan data. The specs for this next phase of scan data will be coming in the first quarter next year. Examples of the top 5 segments that we are looking at implementing are: VB Builders – Volume – Group Housing LB Builders - Large – Residential – 20 < 1000 houses p.a. MB Builders – Medium – Residential – 5 < 20 houses p.a. SB Builders – Small – Build/Renovate - < 5 projects p.a. OB Builders – Residential – Owner Builders Refer to the following to perform your Customer Segmentation from within ProStix: Set-up Attributes To set-up attributes for Customer Segmentation, perform the following: 1. From the ProStix Main Menu select System Administration then System Set-Up then Define Attributes 2. Select Customers then select to add. Refer to the collapsible link for a screenshot and explanation of these fields: 3. Select to exit out of add mode. 4. Highlight the newly added attribute using the up/down arrow keys and select enter to open up the option list. Refer to the collapsible link for a screenshot and an explanation of these options: Import Attributes To import attributes from CSV to load against customer, perform the following: 1. Create a CSV file for all customers with the following columns: cust,{customer#},mitre10,MarketSegment,value(VB,OB,LB,MB or SB) For example: cust,1,mitre10,MarketSegment,OB cust,2,mitre10,MarketSegment,OB cust,3,mitre10,MarketSegment,VB 2. Save the file onto the ProStix server into the /prostix/dmp directory. Mass Load Attribute Values To mass load attribute values, perform the following: 1. From the ProStix Main Menu select System Administration then Utilities then Run a Program. 2. Type the program name invuattr.p then select Enter. 3. Select Attribute Data Import . 4. Type the path and file name, when prompted with the Allow Dupes , select No . 5. Attributes are loaded against the customers. Add/Update Attribute By Customer To add/update attribute by customer, perform the following: 1. From the ProStix Main Menu select Accounts Receivable then Customer Maintenance 2. Find and select the customer the search tool is available. 3. Select Attributes 4. Add or maintain the attribute then select to exit.