If you want to give your customer special offers, We provide you with customer group features. When you separate customers by groups, you can also set different discounts for each customer based on their group.

The customer group is a special treat for your customer who has been registered as a special customer. They will be given a special discount when they're making transactions.

Table of Content :

I. Add a new customer group through the Contacts menu

II. Assign Customer Group to Contacts

III. Output

IV. Set up new Customers Groups in the Sell Menu

V. Set Customer Groups by Default in the Sell Menu


I. Add a new customer group through the Contacts menu

Step 1. Go to Contacts, select group customer on 'More Menu'

Add new customer group

Step 2. Select customer group then add

Select customer group

Step 3. Fill in the group name and other properties on the form, then click save

Customer group name

Customer Group Properties Index

Column

Description

Data Type

Example

Name*

string

Jade

Description

string

Discount For Jade Member

Point Disable

option

no

Discount Rate

Fill with numbers without the '%' percentage symbol

numeric

25

(*)is required


II. Assign Customer Group to Contacts

Step 1. Select and edit the contact that you want to assign to the customer group

Edit customer contact

Step 2. Select the group that you want to assign to the contact, then click save

Select customer group

III. Output

If you select the contact that you already assigned to the group in the sell menu, the customer will get the discount based on the group that you have been set before.

Discount from customer gorup

IV. Set up new Customers Groups in the Sell Menu

Besides creating a customer group in the Contacts menu, you can also directly assign new customers from the Sell menu to the available groups. To directly set the customer group in the sell menu you can follow the steps below:

Step 1. Go to the Sell menu, click on "+" symbol beside customer

Add new customer

Step 2. Fill the customer form, and click on the detail

Detail customer form

Step 3. Assign the customer group and click OK

Select customer group

The customer will be created in the contact menu with assigned group

Customer contact detail


V. Set Customer Groups by Default in the Sell Menu

You can also set the default group that will be assigned to the new customer from the Sell menu. To set the customer groups by default, you can follow the steps below:

Step 1. Go To Setup Menu, Click More Menu then Click Module

Group customer default setup

Step 2. Click tab Contact, select the Contact Group, click Save

Group customer default

For the example, we will choose Diamond as the default customer group when there's a new customer added from the Sell menu

Step 3. Go to the Sell menu and create a new customer

New customer from Sell menu

The customer will be assigned to the default group that we set up before

Customer detail

Create Customer Group Video Tutorial


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