Skip to main content
Qlero uses types to tell sales and cost scenarios apart in contract terms, imports, and reports. Streaming income can pay a different royalty rate from downloads, and marketing costs can be reported separately from recording costs. Groups combine related types into one reusable choice. Create a group when you keep picking the same set, such as a Digital sales group containing Stream and Download. Pick an individual type when a term or filter should match one value only.
Changing types and groups requires write access to RC Configurations. If you don’t see the Options button, ask your administrator. See User access and roles.

​
Types and groups

You can customise four kinds of values:
  • Sale Types describe how a sale is made or licensed, such as Stream or Download.
  • Format Types describe the product format, such as CD or Vinyl.
  • Price Categories distinguish pricing levels, such as Full Price or Budget.
  • Cost Types classify expenses, such as Marketing or Recording.
All four can be grouped. Sale type, format type, and price category groups appear in the sales term builder, cost type groups in cost terms, and all of them in report filters. In a term, All matches every type and a group matches only its members. Most record companies get by with a handful of each. Add a type only when a term or report needs to treat it differently from what you already have.

​
Create a type

Names must be unique within a tab, and a type and a group can’t share a name.
1

Open Types and Categories

Open the record company you want to configure, click Settings in the sidebar, then Configurations › Types and Categories.
2

Choose a tab

Click Sale Types, Format Types, Price Categories, or Cost Types.
3

Create the type

Click Options › Create Type, enter the name, and click the create button for that tab, such as Create Sale Type. The new type appears in the list.
Create a Physical sale type in Types and Categories.

​
Create a group

Custom groups are available on Pro and Enterprise plans.
A type can belong to one group at a time. To move it, remove it from its current group first.
1

Choose a tab

Groups live on the same tab as their types, so create any missing types first.
2

Pick the members

Click Options › Create Group, enter a name, and select the types to include.
3

Create the group

Click Create Group. The group appears above the individual types.
Group Stream and Download under Digital sales. If your access includes imports and exports, Options also offers Import and Export for the current tab.

​
Edit or delete a type or group

Everything below happens on the same tab. Rename a type. Click its name in the list, enter the new name, then click Update. Terms and filters that use the type keep working and show the new name. Edit a group. Click its card, or open its row menu and choose Edit. Change the name or the selected types, then click Update Group. The types you select replace the previous membership.
Changing a group’s members changes which sales or costs match every term and report filter that uses it. Check those before saving.
Delete a type or group. Open its row menu, choose Delete, and confirm. Deleting a group leaves its member types in place.
Deletion can’t be undone. A type that belongs to a group can’t be deleted until you remove it from the group, and Qlero refuses to delete a type that sales data, costs, releases, or participation overrides still use. It doesn’t check contract terms or report filters, and a term that uses the deleted type isn’t updated, so remove the type from your terms and filters first.

​
Next steps