> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Segments

> Group customers by shared characteristics to apply targeted pricing and catalog rules

{/* AUDIT NOTE: Segments use MANUAL customer assignment (via "Manage Customers" button), not automatic rule-based criteria. The claim that "Qwoty automatically assigns customers to segments based on your criteria" is incorrect. Segment form: General Information (Name*, Reference, Description), Associated Customers (manual via Manage Customers), Linked Resources (Templates, Discounts…), API Name* in right panel. Nav: Customer > Customer Segment (singular). */}

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.

## 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.

## How segments work

```mermaid theme={null}
graph LR
    A[Customer] -->|assigned to| B[Segment]
    B -->|linked to| C[Pricebook]
    D[Template] -->|uses| C
    D -->|generates| E[Quote]
    E -->|shows prices from| C
```

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

## Creating and managing segments

### Defining segments

Create segments that reflect how you structure your pricing strategy. Each segment should represent a distinct customer group with unique pricing needs.

<Tip>Start with 3-5 broad segments. You can always refine later as your pricing complexity grows.</Tip>

### 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.

### 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.

<Note>A Pricebook can serve multiple segments, but a quote only uses one Pricebook at a time.</Note>

## Segment priority and conflicts

When a customer belongs to multiple segments, you need clear priority rules:

| Scenario                       | Resolution                                                                             |
| ------------------------------ | -------------------------------------------------------------------------------------- |
| Customer has 1 segment         | That segment's Pricebook applies automatically                                         |
| Customer has multiple segments | Template configuration determines priority order                                       |
| Customer has no segment        | Template's default Pricebook applies                                                   |
| Segment has no Pricebook       | Quote creation may fail or fall back to default {/* TODO: verify fallback behavior */} |

Set segment priority at the Template level to ensure consistent pricing logic across your sales team.

## Common questions

<AccordionGroup>
  <Accordion title="Can I change a customer's segment after creating a quote?">
    Yes, but existing quotes keep their original Pricebook. Only new quotes reflect the updated segment assignment. Republish a quote to apply new pricing.
  </Accordion>

  <Accordion title="What happens if a Pricebook is deleted?">
    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.
  </Accordion>

  <Accordion title="Can I create segment-specific Catalogs?">
    Yes. Link both Catalog and Pricebook to segments in your Template configuration. This lets you show different products to different customer types entirely.
  </Accordion>

  <Accordion title="How many segments can a customer have?">
    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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Pricebooks" icon="book" href="/user-guide/catalog/reference/catalog-vs-pricebook-vs-bundle">
    Manage segment-specific pricing rules
  </Card>

  <Card title="Templates" icon="file-invoice" href="/user-guide/quotes/reference/lifecycle">
    Configure segment-to-Pricebook mapping
  </Card>

  <Card title="Customers" icon="building" href="/user-guide/customers/reference/segments">
    Assign and manage customer segments
  </Card>

  <Card title="Catalogs" icon="grid" href="/user-guide/catalog/reference/catalog-vs-pricebook-vs-bundle">
    Control product visibility by segment
  </Card>
</CardGroup>