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Documentation Index

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Segments let you group customers by shared characteristics like industry, size, or region. Use segments to automatically apply the right Pricebook and Catalog when creating quotes for specific customer types. A customer can belong to multiple segments, but only one segment’s pricing rules apply per quote based on Template configuration.

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What are segments

Segments are customer classification labels that drive pricing and product availability. They help you maintain different price lists for different customer types without managing separate configurations manually. Common segment types include:
  • Geographic: North America, EMEA, APAC
  • Vertical: Healthcare, Finance, Retail
  • Customer tier: Enterprise, Mid-Market, SMB
  • Channel: Direct, Partner, Reseller
Segments connect to Pricebooks, which define the prices customers in that segment see.

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How segments work

When you create a quote:
  1. Qwoty identifies the customer’s segment
  2. The Template applies the Pricebook linked to that segment
  3. Products display with segment-specific pricing
  4. If a customer has multiple segments, the Template’s priority rules determine which Pricebook applies

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Creating and managing segments

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Defining segments

Create segments that reflect how you structure your pricing strategy. Each segment should represent a distinct customer group with unique pricing needs.
Start with 3-5 broad segments. You can always refine later as your pricing complexity grows.

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Assigning customers to segments

Customers are assigned to segments manually. Open a segment record and click Manage Customers to add or remove customers. A customer can belong to multiple segments, but Template configuration controls which one takes priority for pricing.

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Linking segments to Pricebooks

Each Pricebook targets one or more segments. When you configure a Template, you select which Pricebooks are available, and Qwoty matches the customer’s segment to the appropriate price list.
A Pricebook can serve multiple segments, but a quote only uses one Pricebook at a time.

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Segment priority and conflicts

When a customer belongs to multiple segments, you need clear priority rules:
ScenarioResolution
Customer has 1 segmentThat segment’s Pricebook applies automatically
Customer has multiple segmentsTemplate configuration determines priority order
Customer has no segmentTemplate’s default Pricebook applies
Segment has no PricebookQuote creation may fail or fall back to default
Set segment priority at the Template level to ensure consistent pricing logic across your sales team.

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Common questions

Yes, but existing quotes keep their original Pricebook. Only new quotes reflect the updated segment assignment. Republish a quote to apply new pricing.
Quotes already created with that Pricebook retain their pricing. New quotes for customers in that segment will fail to generate until you assign a new Pricebook or update the Template configuration.
Yes. Link both Catalog and Pricebook to segments in your Template configuration. This lets you show different products to different customer types entirely.
There’s no hard limit, but practical use typically involves 2-3 segments per customer. More segments make priority logic complex and harder to maintain.

Pricebooks

Manage segment-specific pricing rules

Templates

Configure segment-to-Pricebook mapping

Customers

Assign and manage customer segments

Catalogs

Control product visibility by segment