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 that is needed.
IMPORTANT: If you delete any groups, all tiers located in that group will also be deleted. Before deleting, double check all included groups. All deletions are final.
You must assign each new customer a Customer Group. Customer Groups help keep track of the customers that you interact with. Customer Groups can be as vague or detailed as possible, it is entirely up to you. Commonly created groups are which location they frequent, if they are part of the rewards program, and membership tiers.
To view current Customer Groups, navigate to the SETTINGS module and select ‘Set Up Customer Groups.’
This will show a collection of folders. These are your Customer Groups. To add a new group, right click on the tree and select ‘+ Add.’ This will add a subgroup.
You can change it to a main group in two ways. Drag and drop the folder to the main tree until a green check mark appears, or edit it 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.