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Creating Customers & Customer Groups (and Associating Price List)

At a Glance

Customer Card

Creating customers is a great way to keep track of individual sales and customer information. While creating a customer is not necessary for basic sales, it is needed to keep track of Rewards Points and certain customer specific promotions.

To create a customer from the Back Office, navigate to the Customers module and click the “+” next to “Customers” in the dropdown menu. Fill out as much or as little information as needed.

Customer Groups

You must assign each new customer to a Customer Group. Customer Groups help keep track of the customers that you interact with. Customer Groups can be as vague or detailed as you require; it is entirely up to you. Commonly created groups may separate customers by which location they frequent, whether they are part of a rewards program, or membership tiers.

To view current Customer Groups, navigate to the Settings module and select “Set Up Customer Groups.”

Your customer groups will show as a folder tree. To add a new group, right click on the tree and select “+ Add.” This will add a subgroup.

You can also add main groups to the main tree or sub-groups to the selected group but clicking on the blue button that says “F3 + ”

at the bottom right corner of the Set up customer groups screen.

 

You can change a subgroup to a main group in two ways: either drag and drop the folder to the main tree until a green check mark appears, or edit the folder under “Belongs to Group” and select the blank option.

You can also add new Customer Groups quickly under the Customer Card by selecting “Add New…” when assigning a group.

Upon creation, Customer Groups can be selected and individually viewed from the ‘All Customers’ screen, a dropdown selection form the Customers module.

Here, groups are displayed on the left hand menu as seen below.

ASSOCIATING PRICE LISTS

View the Price Lists guide for the creation process and other details.

Once created, you can associate a price list to a customer group by right clicking a Customer Group, in the folder tree, and clicking “Edit.”

This will open the Customer Group card. Select the corresponding Price List(s) from the dropdown menu on the right.

Be sure to save for changes to update.

Customers associated with this Customer Group will have this Price List applied to their purchases. You can apply up to five (5) Price Lists to any Customer Group.